Engaged as an advisor to founding partners to a fintech firm that is developing middleware for the digital platforms (robo) in the wealth management space to provide business context. The role is as general market and new business contact, potential acquirers and investors. The targeted market covers the broad based investment manager markets or those service providers to wealth managers, such as investment managers, RIA’s, clearing and custody platforms, broker/dealers, banks and trust companies.
Further responsibilities are to assist in a capital raise process, including acting on behalf of the firm with potential investors. Reporting directly to he CEO, and working with the Executive Management team, we have developed new market positioning for private equity administration services. The positioning then drove sales and marketing planning and programs, including being spokesperson in the market for the firm, and publishing articles on their behalf.