Build and manage relationships with RIAs, wealth managers, family offices, attorneys, accountants, and other trusted advisors. Generate qualified investor introductions, support capital-formation events and meetings, develop repeatable intermediary channels, and help shape partnership strategy. Compensation is success-fee based with no salary or retainer. The role targets professionals with established networks, investor-origination experience, private-markets knowledge, and an entrepreneurial approach.
_Florida | Independent |_ _Success-Fee Only | Partner Track_
xPL Ventures is the build-or-buy unit of EPL Group. We design, build and fund AI-native companies one venture at a time, in B2B manufacturing, defense, energy and healthcare. Our Founding Partner has raised $200M+ and closed 30+ M&A transactions.
We are looking for a Florida-based Director to build our network of RIAs, wealth managers, family offices, attorneys, accountants and other trusted advisors serving HNW and UHNW investors, including cross-border advisors whose clients want to enter the US AI market.
What you will do
• Build and manage senior relationships with advisors and family office principals
• Generate qualified introductions to accredited investors and other appropriate capital sources
• Support investor meetings, private dinners and educational events
• Build repeatable intermediary channels, not one-off prospecting
• Help shape our intermediary and capital-formation strategy
Economics
• No base salary, no retainer, no minimum commitment
• Compensation based on capital successfully sourced and closed
• Success-fee terms agreed in advance
• Potential for additional economics based on the long-term value of relationships and recurring capital generation, to be defined in advance
Partner Track
High performers may progress to Partner based on demonstrated results and mutual agreement, not tenure.
Ideal profile
• 4+ years in wealth management, asset management, private markets, capital formation, investment banking or SFOs
• Established relationships with RIAs, MFOs, SFOs, attorneys or accountants
• Proven record originating investors or capital
• Strong understanding of private markets and early-stage venture risk
• Entrepreneurial, credible and comfortable on a success-fee basis
This is not a traditional sales or wholesaling role. It is a Director-level partnership opportunity for an established professional with a trusted network.
xPL Ventures is the build-or-buy unit of EPL Group. We design, build and fund AI-native companies one venture at a time, in B2B manufacturing, defense, energy and healthcare. Our Founding Partner has raised $200M+ and closed 30+ M&A transactions.
We are looking for a Florida-based Director to build our network of RIAs, wealth managers, family offices, attorneys, accountants and other trusted advisors serving HNW and UHNW investors, including cross-border advisors whose clients want to enter the US AI market.
What you will do
• Build and manage senior relationships with advisors and family office principals
• Generate qualified introductions to accredited investors and other appropriate capital sources
• Support investor meetings, private dinners and educational events
• Build repeatable intermediary channels, not one-off prospecting
• Help shape our intermediary and capital-formation strategy
Economics
• No base salary, no retainer, no minimum commitment
• Compensation based on capital successfully sourced and closed
• Success-fee terms agreed in advance
• Potential for additional economics based on the long-term value of relationships and recurring capital generation, to be defined in advance
Partner Track
High performers may progress to Partner based on demonstrated results and mutual agreement, not tenure.
Ideal profile
• 4+ years in wealth management, asset management, private markets, capital formation, investment banking or SFOs
• Established relationships with RIAs, MFOs, SFOs, attorneys or accountants
• Proven record originating investors or capital
• Strong understanding of private markets and early-stage venture risk
• Entrepreneurial, credible and comfortable on a success-fee basis
This is not a traditional sales or wholesaling role. It is a Director-level partnership opportunity for an established professional with a trusted network.
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What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
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- Key Industries: Artificial intelligence, Fintech
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- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
