Principal, Wealth Solutions (Family Office and High Net Worth)
AGF Investments
About this role
The Principal, Wealth Solutions (Family Office and HNW) at AGF Capital Partners plays a key role in the development and execution of the distribution strategy for family offices and high net worth channels. This role aims to create a tailored sales and service model to meet the unique needs of these clients while enhancing AGF's value proposition in the alternative investment space.
Skills
Qualifications
About AGF Investments
agf.comAGF brings a disciplined approach to delivering excellence in investment management including mutual funds and ETFs. Learn more.
Recent company news
AGF Investments Launches ETF Series for Legacy Funds: AGF American Growth Fund and AGF Global Select Fund
Jan 8, 2026
Dire Straits: The Iran Conflict and Oil Markets
1 week ago
Assessing the Potential Market Impact of the U.S/Israel Conflict with Iran
1 week ago
A Job Well Done – A Conversation with Greg Valliere
2 weeks ago
The Impact of Advancing AI Innovations on the Alternative Asset Manager Sector
3 weeks ago
About AGF Investments
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for AGF Investments.
Salary
$121k – $163k
per year
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