Account Executive - Director

Opto Investments•San Francisco, CA

7h•$190,000 - $225,000•Onsite

About The Position

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.

Requirements

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
8-10 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

Nice To Haves

Experience at a startup or software company

Responsibilities

Develop and iterate on go-to-market strategy for initial and subsequent segments of the wealth market
Drive custom fund adoption, demand for investment products and software solutions 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