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© All Rights Reserved. ApplyBlast.com
Raison
This role focuses on attracting and advising High Net Worth Individuals (HNWI) on investment products and advisory services, with a strong emphasis on private equity, fixed income, and structured products. The position involves designing customized investment solutions, conducting regular portfolio reviews to align risk levels, and maintaining long-term client relationships. The Wealth Manager also collaborates with the Compliance department to ensure adherence to KYC and due diligence standards.
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 Raison.
Raison didn’t post a salary, so this is our estimate from similar listings.