Connecting Dots

We are looking for a Director of Client Success who will be at the forefront of delivering an exceptional, 7-star experience to our clients. You will be the main point of contact for family principals, onboard new families, drive special projects, and serve as a trusted advisor. The ideal candidate is a self-starter, problem solver, and team player with experience in sales/client success/client service and familiarity with investments and the financial markets. Comfortable understanding and presenting investment recommendations to clients.

We are seeking a highly motivated and detail-oriented Investment Analyst to join our dynamic team. The ideal candidate will play a critical role in supporting our multi-family office by conducting in-depth financial analysis, modeling and data extraction. While having access to ample learning opportunities within our collaborative team, the Investment Analyst will focus primarily on contributing to the screening and analysis of potential investments.

We’re starting a company and are looking for a hotshot to join us as the Founder & CEO. We believe in product-founder fit and are looking for strong entrepreneurs. As a result, we are looking for a professional with operational chops to lead a brand new company.

We’re looking for a hotshot to join us as a Board Partner. This person will assume a handful of board positions within our portfolio. These aren’t the sleepy types of board roles where board members just mindlessly check-in. This board member will be helping to drive the companies forward through coaching and strategic insight. It’s the right role for a veteran builder who wants to leverage their experience across more than one company.