Company Overview
We are on a mission to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health. Our platform empowers financial advisors to learn about, build personalized strategies around, and invest in (previously inaccessible) private investments to help them grow their businesses and improve the outcomes of their clients.
The market for private investments is expected to grow by $2 trillion in the next decade, but remains largely inaccessible to the majority of non-institutional investors. Our platform provides exclusive educational content, personalized guidance, bespoke investment options, and a streamlined investment process to help make these investments more accessible than ever before.
About the Role
As a member of the Advisory Services team, you will help us cultivate, identify, target, and close business with prospective customers and strategic partners. You will be a leader in representing Opto to the world and serve as a valued thought partner to our clients and our community. You will nurture and grow relationships with clients, growing their business with Opto and their trust in our software, product, and recommendations. You will shape the Opto story, value proposition, and company development as a key conduit between our unique market position and the demands of those to whom we can add the most value. Opto is client-obsessed and believes there is a better way for most people to access private markets–you will be on the front line of this industry shaping change.
Your day-to-day will include:
- Develop and iterate on go-to-market strategy for initial and subsequent segments of the wealth market
- Drive custom fund adoption, demand for investment product and the enhancement of our technology offering and platform
- Manage relationships and business growth with key accounts
- Perform extensive private market research and distill this into client ready viewpoints and answers to client questions
- Represent the value proposition of Opto to prospective customers via outreach, events, media presence, and thought leadership
- Identify market trends and new opportunities for the business
- Partner with our product and engineering teams to capture client insights and drive the development of innovative technology that empowers clients to design and scale their private market solutions
About You
First and foremost, you are passionate about the intersection of investments and technology, leveraging innovation to solve complex client challenges. You can confidently discuss market trends, current events, and the evolving role of technology in investments while also diving into the operational needs of clients and prospects. You thrive in dynamic environments filled with uncertainty and nuance, embracing the opportunity to drive change at a tech-driven investment firm. You are ambitious, reliable, and hold yourself to high standards, setting and achieving your own goals. Entrepreneurial by nature, you take ownership of your work and enjoy shaping your role within a fast-moving, innovative company.
Required Skills
- RIA knowledge and network: Deep knowledge and relationships with RIAs and independent wealth advisors
- Client Obsessed: Strong orientation toward providing world-class service
- Ability to manage ambiguity: Proven track record of managing relationships in complex, dynamic environments and achieving or exceeding ambitious business goals
- Clear communication: You are able to boil complex subject matter into clear and concise points (both written and presented)
- Multi-asset class experience: Ability to discuss merits of alternatives in constructing robust portfolios. Conversant in different styles of portfolio management; from model portfolios to endowment-style investing
- Executive Presence: Confident and able to naturally position yourself as both a subject matter expert and a thought leader in the investment space. Quick on your feet and enjoy an active discussion
Background
- 4-10 years of experience in an externally-facing investment management role
- Past experience with product distribution, investor relations, or client service
- Experience working with financial data and analysis
- Experience working in Wealth Management or Asset Management
- Bonus: Experience at a startup or software company
