Job Description

Senior Wealth Advisor

Late-Stage Venture Capital Access

Boutique Independent Wealth Management Firm seeks a Lead Wealth Advisor for a next-gen investment platform that focuses on investing in the world’s most important private companies.

Highlights

• Opportunity to offer clients direct access to shares on the cap table of notoriously hard to access private companies such as SpaceX, Anthropic, Groq, Anduril, Shield AI, Kalshi and Polymarket with potential for outsized investment returns
• Potential for outsized returns further accelerates ability to grow AUM and is a highly differentiated product offering vis a vis competitors
• Alternative deal flow opens doors to new clients, including many family offices which can write larger checks as well as an LP base which is global in nature
• Appropriate draw in the 150-250k range, 55% payout, W2, Excellent benefits.