Independent Wealth Manager Jobs

US companies are staying private longer, making it difficult for employees and early-stage

shareholders to unlock the value of their equity before the company goes public. The result is

a push for liquidity by private company shareholders looking to sell their shares pre-IPO and

institutional and accredited investors wanting access to quality blocks. Venley Capital

facilitates this process by presenting exclusive US secondary market investment opportunities

for investors to buy into some of the world’s most promising privately held companies.

We have participated in transactions including Airbnb, SpaceX, Epic Games, Palantir

Technologies, Impossible Foods, Social Finance and Amplitude to name a few

We are seeking to partner with a UHNW/HNW Wealth Manager, Private Banker or

Family Office Investment Officer interested in exposing their existing network of clients or

investors to our exclusive US Pre-IPO investments.

Responsibilities:

• Manage and develop client relationships within your portfolio
• Network/client base
• Liaise and communicate investment memorandums and other deal specifics to
• Attend investment deal information seminars
• Onboard new clients to grow your network of investors and client base
• Introduce Pre-IPO deal flow to existing and new network/clients base

Requirements:

• Minimum of 5 years experience in Wealth Management, Private Banking or
• Prior experience in placing clients/investors into investment opportunities
• (essential requirement)
• Strong relationships with your network/clients
• Must have your own existing book of UHNW clients/investors to be considered
• Investment Advisory.

Benefits:

• Ideally used as a side venture to existing employment/business ventures for additional income.
• Remuneration is commission based with a performance bonus (OTE $300K - $3MN
• Uncapped earning potential
• Per year)
• Remote role

Please note:

If you met our criteria, we will contact you via LinkedIn to discuss next steps.

Any application that does not fit the above criteria will be disregarded.