Connecting Dots

We’re starting a company and are looking for a hotshot to join us as the Founder & CEO. We believe in product-founder fit and are looking for strong entrepreneurs. As a result, we are looking for a professional with operational chops to lead a brand new company.

We are looking for a Director of Client Success who will be at the forefront of delivering an exceptional, 7-star experience to our clients. You will be the main point of contact for family principals, onboard new families, drive special projects, and serve as a trusted advisor. The ideal candidate is a self-starter, problem solver, and team player with experience in sales/client success/client service and familiarity with investments and the financial markets. Comfortable understanding and presenting investment recommendations to clients.