The Policy Exchange - Private Wealth Manager

- The Manager will be responsible for building, managing, and scaling a high-quality distribution network of family offices, HNI & UHNI investors and partners for the company's investment products.

- This role combines new investor acquisition with long-term relationship management, ensuring repeat investments, portfolio expansion, and sustained revenue growth through existing and new investors and distribution partners.

Key Responsibilities:

Client Relationship Management:

- Maintain strong, ongoing relationships with existing investors and distribution partners.

- Enable repeat investments, portfolio scaling, and cross-selling through proactive engagement and performance updates.

- Act as a single point of contact for key investors, ensuring high trust and retention.

Investor Acquisition & Revenue Growth:

- Drive new investor acquisition for company products and allied investment offerings.

- Develop access to private capital pools via wealth managers, IFAs, RIAs, and strategic distribution partners.

- Enable capital origination through direct engagement with select private clients, UHNIs, and family offices.

- Structure investor pitches, explain product mechanics, risk-return profiles, and holding structures in a clear, compliant, and credible manner.

- Own revenue targets across new inflows, repeat investments, and upsell opportunities.

Investor & Distribution Network Development:

- Build and expand a strong HNI/UHNI investor base through direct sourcing and distribution partners.

- Identify, onboard, and manage wealth managers, IFAs, family offices, MFDs, RIAs, and strategic partners.

- Establish the company as a trusted long-term partner for alternative investment opportunities.

Partner Enablement & Collaboration:

- Support distribution partners with product training, investor material, and deal support.

- Work closely with product, operations, and compliance teams to ensure smooth execution and investor satisfaction.

- Provide market feedback to leadership to refine offerings and sales strategies.

Financial Planning and Wealth Management:

- Develop comprehensive financial plans for clients, including investment strategies, retirement planning, tax planning, and risk management.

- Stay up-to-date on various investment products (e.g., mutual funds, stocks, bonds)

- Recommend suitable products to clients based on their financial goals and risk tolerance.