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Opto Investments · 4 days ago

Business Development, RIA Channel

San Francisco Bay Area

Full-time

Onsite

Mid, Senior Level

$150K/yr - $190K/yr

4+ years exp

Opto Investments is engineering the future of private markets to improve client outcomes and drive capital to transformative ideas. The role involves cultivating and closing business with prospective customers and partners, growing relationships, and representing Opto's value proposition in the market.

Asset ManagementFinancial ServicesFinTech

No H1B

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

Qualification

RIA knowledgeNetworkMulti-asset class experienceClient ObsessedManage ambiguityClear communicationExecutive PresenceFinancial data analysisWealth Management experienceAsset Management experienceStartup experience

Required

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

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

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