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Relationship Manager

Opto Investments

Opto Investments

This job is no longer accepting applications

See open jobs at Opto Investments.
Customer Service, Sales & Business Development
New York, NY, USA
Posted on Friday, December 22, 2023

Company Overview

We are on a mission to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health. Our platform empowers financial advisors to learn about, build personalized strategies around, and invest in (previously inaccessible) private investments to help them grow their businesses and improve the outcomes of their clients.

The market for private investments is expected to grow by $2 trillion in the next decade, but remains largely inaccessible to the majority of non-institutional investors. Our platform provides exclusive educational content, personalized guidance, bespoke investment options, and a streamlined investment process to help make these investments more accessible than ever before.

About the Role

As a Relationship Manager on the Advisory Services team, you will help maintain, service and grow existing relationships at the company. This person is crucial to making and keeping clients happy and supporting our sales team in their engagement with prospects and clients. In your position as a valued thought partner to our clients and our community, you will drive partnership and 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 Investments 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, but is not limited to:

  • Managing relationships and business growth with key client accounts
  • Partnering with team members across multiple business areas at the firm in order to respond to client questions and create positive client experiences
  • Providing critical support to our sales team through various tasks, including (but not limited to): portfolio proposals, client update presentations, case studies, market analysis, RFIs, and DDQs
  • Ensuring the firm continues to deliver excellent customer service, both directly and indirectly, by providing the client facing teams with the materials and support they need to do their jobs effectively and efficiently
  • Perform extensive private market research and distill this into client ready viewpoints
  • Represent the value proposition of Opto to existing partners via outreach, events, media presence, and thought leadership
  • Distill market and client insights to the software and finance teams to direct new product features and investment opportunities

About You

First and foremost, you are passionate about the world of investments and helping people solve problems with creative investment thinking. You can talk about the markets and current events, and are willing to dig into the operational concerns of our clients. You thrive in situations that are rife with uncertainty and nuance and relish the opportunity to work through new and unique situations with partners. You are driven, dependable, and hold yourself accountable to your own high standards and are comfortable setting your own goals. You are entrepreneurial and like to author your own way of working and being at a firm.

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

Bonus Skills

  • Experience working in Wealth Management or Asset Management
  • Experience at a startup or software company


  • 4-8 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

Compensation and Benefits

Opto Investments has a high bar for talent, and we are committed to building the best teams possible. Candidates are never 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 $125,000-$175,000 dependent on skills, experience and expected contribution.

All full time employees at Opto Investments enjoy:

  • Significant equity
  • Health, dental, and vision
  • Retirement savings plan (401k)
  • Learning, Fitness & WFH stipends
  • Paid Holidays, Including closing the week in between December 25th and January 1st

This job is no longer accepting applications

See open jobs at Opto Investments.