Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative ideas.
The opportunity is huge. The global alternative investments industry was worth an estimated $16.8T at the end of 2023, but is forecast to grow to $29.2T by 2029. But the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain.
Opto is a revolutionary end-to-end solution for wealth managers of any size - from small investment advisors to large multi-family offices to private banks - to build, fundraise for, and manage private markets programs at scale. We combine exceptional Silicon Valley engineering talent with experienced investors and industry specialists to fix this broken system through the power of technology. Our platform banishes the nightmare of slide decks, spreadsheets, and paperwork to the past, and arms our clients with the tools, data, and guidance to identify and access the right opportunities for their clients.
Fixing private markets will not be easy and demands courage, but we’re not afraid to do things differently. We are unapologetically bold. We value strong opinions, clear communication, and purposeful execution.
Up for the challenge? Come join us.
About the Role
As a member of the Advisory Services team, you will help us cultivate, identify, target, and close business with prospective customers and strategic partners. You will be a leader in representing Opto to the world and serve as a valued thought partner to our clients and our community. You will nurture and grow relationships with clients, growing their business with Opto and their trust in our software, product, and recommendations. You will shape the Opto story, value proposition, and company development as a key conduit between our unique market position and the demands of those to whom we can add the most value. Opto is client-obsessed and believes there is a better way for most people to access private markets–you will be on the front line of this industry shaping change.
Your day-to-day will include:
- Develop and iterate on go-to-market strategy for initial and subsequent segments of the wealth market
- Drive custom fund adoption, demand for investment product and the enhancement of our technology offering and platform
- Manage relationships and business growth with key accounts
- Perform extensive private market research and distill this into client ready viewpoints and answers to client questions
- Represent the value proposition of Opto to prospective customers via outreach, events, media presence, and thought leadership
- Identify market trends and new opportunities for the business
- Partner with our product and engineering teams to capture client insights and drive the development of innovative technology that empowers clients to design and scale their private market solutions
About You
First and foremost, you are passionate about the intersection of investments and technology, leveraging innovation to solve complex client challenges. You can confidently discuss market trends, current events, and the evolving role of technology in investments while also diving into the operational needs of clients and prospects. You thrive in dynamic environments filled with uncertainty and nuance, embracing the opportunity to drive change at a tech-driven investment firm. You are ambitious, reliable, and hold yourself to high standards, setting and achieving your own goals. Entrepreneurial by nature, you take ownership of your work and enjoy shaping your role within a fast-moving, innovative company.
Required Skills
- RIA knowledge and network: Deep knowledge and relationships with RIAs and independent wealth advisors
- Client Obsessed: Strong orientation toward providing world-class service
- Ability to manage ambiguity: Proven track record of managing relationships in complex, dynamic environments and achieving or exceeding ambitious business goals
- Clear communication: You are able to boil complex subject matter into clear and concise points (both written and presented)
- Multi-asset class experience: Ability to discuss merits of alternatives in constructing robust portfolios. Conversant in different styles of portfolio management; from model portfolios to endowment-style investing
- Executive Presence: Confident and able to naturally position yourself as both a subject matter expert and a thought leader in the investment space. Quick on your feet and enjoy an active discussion
Background
- 4-10 years of experience in an externally-facing investment management role
- Past experience with product distribution, investor relations, or client service
- Experience working with financial data and analysis
- Experience working in Wealth Management or Asset Management
- Bonus: Experience at a startup or software company
How to Apply
Please fill out the below fields, and attach a Resume and Cover Letter. Why a Cover Letter? We receive a high volume of applicants, and we have real humans that read each and every resume, we encourage you to use creativity in your Cover Letter and speak directly to why you want to join our team!
We will review your resume in as timely a manner as we are able to, so kindly refrain from reaching out to hiring managers or other Opto team members via email or linkedin, as this won't improve or fast track your application.
Compensation and Benefits
Opto has a high bar for talent, and we are committed to building the best teams possible. Candidates shall not be subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.
The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is 120,000-170,000 dependent on skills, experience and expected contribution.
All full time employees at Opto enjoy:
- Significant equity
- Health, dental, and vision insurance
- Unlimited PTO
- Retirement savings plan (401k)
- Learning, Fitness and Commuter stipends
- Paid Holidays
Top Skills
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