Talentsearchpro
This role involves owning long-term relationships with ultra-high-net-worth families and private investors while building a personal book of business. The position combines sophisticated investment advice and bespoke portfolio solutions with hands-on responsibility for the full client lifecycle within an investment-focused team. You will advise international clients across investments, financing, and private capital while contributing to the firm's growth.
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 Talentsearchpro.
44% below the average for this role