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ClearPath Capital Partners is a privately-held investment management firm with a track record of successfully managing the personal wealth for high-net-worth private clients in the Silicon Valley and the Venture Capital arena. We’re growing significantly after establishing our footprint over the past decade and are now searching for highly talented individuals to join our team in the San Francisco Bay Area and Los Angeles offices.
• Contact high-net-worth investors who we have identified and followed
• Communicate ClearPath’s Wealth Management philosophy and strategy to prospective clients
• Help facilitate the client acquisition process with qualified investors
• Work with Vice Presidents to coordinate meetings with potential clients
For more information on how to apply, check out the posting in Beaver JobNet.