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Lead regional business development and relationship management for assigned territory and distribution channels. Drive new client acquisition, grow AUM and revenues, present investment capabilities, coordinate client service teams, act as company ambassador, and support sales and marketing efforts.

Build and maintain portfolio analytics tools and internal frameworks, partner with product and user teams to onboard use cases, analyze investment data from ingestion to distribution, and execute projects to improve client-facing analytics platforms.

The Regional Director leads sales and client relations with financial advisors, strategizing to enhance business development and client service in the Northern California region.

Own reliability and scalability of on-prem observability platforms (ELK, Grafana); handle production escalations, capacity planning, SLOs, onboarding, automation, IaC (Terraform/Helm/Ansible), upgrades, security hardening, and platform modernization.

Support Regional Directors and Senior Associates in institutional consultant relations: prepare presentations and performance materials, compile and quality-check data, manage due diligence requests and CRM, build marketing lists, review RFPs, and coordinate with operations, portfolio management, research, legal, compliance and marketing.