AVP - Family Office

AVP - Family Office

Specifically, the role will entail active prospecting of risk appetite from UHNI's/family offices/corporate treasuries and to raise debt via NCDs/CPs/PTCs for large and mid-corporate clients across sectors.

Key responsibilities:

- Engage with HNI's, family offices and corporate treasuries on their investment appetite

- Run the marketing process for individual deals on the platform and more holistically for the company by creating investor collateral, engaging in webinars, investor events, etc

- Manage existing and potential investor relationships to increase activity on the platform.

- Partner cross-functionally with our Product, Legal and Risk teams to design products specific to situations, understand the credit profile of clients to pitch bespoke deals to investors - close deals and optimize tactics as it relates to capital markets.

- Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs