True Link
This role involves driving the growth of True Link's investment advisory services for professional fiduciary clients by leveraging the company's brand, technology, and tailored investment approach. The position requires deepening and scaling relationships with professional fiduciaries, providing investment consultations, and leading quarterly investment reviews. The ideal candidate will collaborate cross-functionally to expand the business line and support clients with complex financial needs.
True Link Financial, Inc., provides life-changing financial solutions for people with complex needs and those who care for them.
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 True Link.
True Link didn’t post a salary, so this is our estimate from similar listings.