SVP, Private Markets

Overview

A bit about us :

We are a leading wealth management platform for independent financial advisors.

Why join us

Why join us?

We are in hyper-growth mode, having been founded just under 15 years ago with 110B in AUM and a goal to be at 500B in AUM in the next 3 years. We are looking for people who believe in our mission to put our clients first and give independence back to the advisors.

Benefits

• Comprehensive health, dental, and vision plan
• HSA with company contributions
• Unlimited PTO
• 401(k) + Company match
• Paid Paternity Leave
• Base + Bonus + Equity

Job Details

You will work directly with the CIO to lead all sourcing and due diligence for private markets in support of their OCIO services. You will independently and collaboratively source and vet prospective managers in the private asset classes (private equity, private credit, real assets, venture capital, and growth equity). You will sit on the investment committee and provide quarterly market commentary.

This is an opportunity to develop a private markets platform for this organization, which is experiencing rapid and sustained growth.

Equity and Inclusion

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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