HCGN
The Private Wealth Investment Manager serves as the senior, client-facing investment expert within the local market, helping the Citizens team acquire new assets under management from high net worth and institutional clients. This role focuses on identifying new opportunities with existing clients and advising on tailored investment solutions to meet their financial goals. The position requires strong relationship management skills and a deep understanding of investment strategies to deliver a personalized client experience.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for HCGN.
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