Managing Director
1 week ago
Confidential Fintech Platform — Senior Relationship Management Leader About the Opportunity Our client is a fast-growing, venture-backed fintech innovator transforming how wealth advisors access and manage private-market investments through a data-rich SaaS platform. They enable RIAs and family offices to discover, model, and monitor VC, PE, private credit, and co-investment opportunities with institutional-grade infrastructure. The Role We’re seeking a Managing Director / Director of Relationship Management to lead high-touch partnerships with RIAs, multi-family offices, and private wealth managers. You ** Cultivate & Expand new advisor relationships, driving platform adoption and portfolio structuring. Advise & Educate sophisticated firms on private-market strategies and our technology-driven solutions. Lead Onboarding & Training , deliver thought-leadership, and gather market insights to inform product enhancements. Represent the Platform at industry events, roundtables, and client forums to strengthen brand presence. Ideal Profile 8+ years in advisory, relationship management, or sales within private markets, asset management, or wealth management. Proven RIA/Family-Office Network , especially HNW/UHNW advisory firms. Deep Private-Markets Expertise : VC, PE, co-investments, and alternative-asset allocation. Tech-Platform Fluency : Prior SaaS sales, onboarding, or advisor-training experience. Outstanding Communication : Able to simplify complex investment concepts for diverse audiences. Strategic Mindset : Consultative approach, independently driven, with strong follow-through. Location & Package Offices in NYC or Menlo Park, CA (3–4 days/week on site). This role will be based either in Northern CA (preferred) or Southern CA. Base * $175K–$230K + performance bonus + equity. Comprehensive **** medical, dental, vision, RTO, 401(k). Why Consider This Incredible Opportunity? High ** Shape the future of private-market fintech for leading wealth advisors. Leadership * Directly partner with senior executive team and product leaders. Meritocratic **** Rewarded for results, continuous improvement, and civil, curiosity-driven debate. J-18808-Ljbffr
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Managing Director
2 weeks ago
Palo Alto, CA, United States Hampton Strategies Full timeConfidential Fintech Platform — Senior Relationship Management Leader About the Opportunity Our client is a fast-growing, venture-backed fintech innovator transforming how wealth advisors access and manage private-market investments through a data-rich SaaS platform. They enable RIAs and family offices to discover, model, and monitor VC, PE, private...
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Managing Director
1 week ago
Palo Alto, CA, United States Hampton Strategies Full timeConfidential Fintech Platform — Senior Relationship Management Leader About the Opportunity Please make sure you read the following details carefully before making any applications. Our client is a fast-growing, venture-backed fintech innovator transforming how wealth advisors access and manage private-market investments through a data-rich SaaS platform....
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Managing Director
5 days ago
Palo Alto, CA, United States Hampton Strategies Full timeConfidential Fintech Platform Senior Relationship Management Leader About the Opportunity Our client is a fast-growing, venture-backed fintech innovator transforming how wealth advisors access and manage private-market investments through a data-rich SaaS platform. They enable RIAs and family offices to discover, model, and monitor VC, PE, private credit,...
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Director Managing, Healthcare
1 week ago
Palo Alto, CA, United States Remote Staffing Full timeA healthcare organization in Palo Alto, California, is seeking a Director of Denials Management. This role oversees all denials management activities, directing KPIs and enterprise strategies to reduce financial losses stemming from denials. The ideal candidate will have a Bachelor's degree and ten years of experience in denials prevention and management,...
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Managing Director, Private Credit
1 week ago
Palo Alto, CA, United States Hampton Strategies Full timeConfidential Fintech Platform — Senior Relationship Management Leader Our client is a fast-growing, venture-backed fintech innovator transforming how wealth advisors access and manage private-market investments through a data-rich SaaS platform. They enable RIAs and family offices to discover, model, and monitor VC, PE, private credit, and co-investment...
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Managing Director, Private Credit
1 week ago
Palo Alto, CA, United States Hampton Strategies Full timeConfidential Fintech Platform — Senior Relationship Management Leader Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first. Our client is a fast-growing, venture-backed fintech innovator transforming how wealth advisors access and manage private-market investments through a...
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Office Managing Director
1 week ago
Palo Alto, CA, United States Conquestlabs Full timeFor a high-stakes mission:low pay, high equity, long hours, relentless effort, uncharted path, extreme difficulty. We believe were put on earth for a reason, to follow a calling, and we will do so with the intensity that spiritual warriors pursue a spiritual calling. Few men are willing to brave the disapproval of their fellows, the censure of their...
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Director of Enrollment Management
5 days ago
Palo Alto, CA, United States Castilleja Full timeCastilleja School in Palo Alto, CA, has engaged DovetailED to lead a search for a Director of Enrollment Management to start in January 2026. Interested candidates should review the Opportunity Statement and submit a cover letter, resume, and list of references as a consolidated PDF to Zack Lehman, President at DovetailED Talent Sourcing, at [email...
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Director of Enrollment Management
1 week ago
Palo Alto, United States Castilleja School Full timeCastilleja School in Palo Alto, CA, has engaged DovetailED to lead a search for a Director of Enrollment Management to start in January 2026. Interested candidates should review the Opportunity Statement and submit a cover letter, resume, and list of references as a consolidated PDF to Zack Lehman, President at DovetailED Talent Sourcing , at ...
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Director of Enrollment Management
2 weeks ago
Palo Alto, CA, United States Castilleja Full timeCastilleja School in Palo Alto, CA, has engaged DovetailED to lead a search for a Director of Enrollment Management to start in January 2026. Interested candidates should review the Opportunity Statement and submit a cover letter, resume, and list of references as a consolidated PDF to Zack Lehman, President at DovetailED Talent Sourcing, at [email...
