James Douglas Limited
The firm is seeking a mid/senior level Relationship Manager to serve as the primary point of contact for affluent, HNWI, and UHNWI clients. This role focuses on acquiring and managing client relationships, providing tailored investment advice, and driving growth in assets under management and revenue. The position requires ensuring compliance with regulatory standards and collaborating with internal teams to deliver exceptional service.
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 James Douglas Limited.
James Douglas Limited didn’t post a salary, so this is our estimate from similar listings.
25% below the average for this role