About The Position

At Carta, our employees set out on a mission to unlock the power of participation in the private markets. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Business Development Manager, Private Equity Partners, you will expand Carta’s distribution and market share by helping us deepen working relationships with key channel partners—and developing relationships with new ones. You will represent Carta as a valuable contributor to the Private Funds ecosystem, helping us to drive Private Equity and Private Credit fund penetration. Create champions for Carta’s fund administration products (fund formation, SPV formation, valuations, KYC / AML, and portfolio insights) for private equity and private credit funds within the investment management ecosystem by partnering with, developing scalable strategies for, and engaging with partners that support upmarket and mid-market private funds. These partners include law firms, audit/accounting firms, consultants, placement agents, compliance firms, industry groups, investment platforms, wealth managers, among others. Work cross-functionally with Product, Delivery, Engineering, Implementations, Support, Sales, and Marketing to collect feedback from the industry, relay internally, and drive cross-functional conversations and roadmap for a strategy on deepening our mutual client penetration with preferred partners. Develop and execute strategies to convert partners where Carta does not have deep relationships into preferred partners. Coordinate and work alongside our Sales team to activate mutual books of business with partners. Lead discovery on additional paths for Carta to add value to our partners to drive new business to Carta. Drive non-linear referral motions with these partners to reliably drive a 50%+ increase in referrals. Create awareness of Carta’s fund and investor tools for private equity and private credit funds, including identifying and attending conferences and other industry events. Represent Carta in the field, meeting with current and prospective partners and attending industry events on Carta’s behalf (up to 25% travel).

Requirements

  • Outgoing, natural networker with experience in building and maintaining relationships.
  • Knowledge of Private Equity and Private Credit funds and the broader industry.
  • Familiarity with how partners support private funds.
  • Strong communication, presentation, and networking skills.

Nice To Haves

  • Relevant network of contacts within the community, specifically encompassing upmarket private equity funds and private credit funds.
  • Prior experience building relationships or servicing funds as an industry partner supporting VC or private equity clients.
  • Prior experience managing relationships with high-profile ecosystem partners.
  • Understanding of fund formation, regulations that apply to funds, fund administration, fundraising, or valuation services.

Responsibilities

  • Expand Carta’s distribution and market share by deepening relationships with key channel partners.
  • Develop relationships with new partners in the Private Funds ecosystem.
  • Create champions for Carta’s fund administration products within the investment management ecosystem.
  • Work cross-functionally with various teams to collect feedback and drive strategy.
  • Develop and execute strategies to convert partners into preferred partners.
  • Coordinate with the Sales team to activate mutual books of business.
  • Lead discovery on additional paths for Carta to add value to partners.
  • Drive non-linear referral motions to increase referrals by 50%.
  • Create awareness of Carta’s fund and investor tools.
  • Represent Carta at industry events and conferences.

Benefits

  • Market competitive salary.
  • Equity for all full-time roles.
  • Exceptional benefits.
  • Commission plans for applicable roles.
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