Originate and qualify new UHNW client introductions and family office leads, building a consistent pipeline of warm prospects for SeedRock's Private Asset Management team
Leverage and actively expand an existing network across UHNW individuals, family offices, and the accountants, lawyers, and other professionals who serve them
Run an initial qualification process on each introduction — establishing fit, scale, and intent before handing the relationship to an RM for full onboarding
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