Invest X

Identify and prospect new Broker Dealer relationships across the U.S. to expand the distribution channel for private market investment solutions. Manage the end-to-end approval and onboarding process while coordinating with compliance and legal teams.

Identify and onboard new Registered Investment Advisors (RIAs) to expand the distribution channel for private market investment solutions. Manage the end-to-end approval process and build long-term relationships with key decision-makers and investment committees.