• Du unterstützt unser Account-Management-Team dabei, Kund:innen strukturiert, zuverlässig und mit echter Wertschätzung zu begleiten. • Du bereitest Check-ins, Status-Updates und Follow-ups vor, damit unsere Kund:innen schnell Fortschritte machen und sich optimal betreut fühlen. • Du hilfst bei der Pflege unseres CRM-Systems (HubSpot), hältst Kundeninfos sauber aktuell und unterstützt beim Aufbereiten einfacher KPI-Übersichten. • Du begleitest Kund:innen in ihren ersten Schritten im Programm und sorgst dafür, dass sie einen klaren Überblick haben — Onboarding, nächste Steps, To-Dos. • Du arbeitest eng mit Consulting, Support und Mentoring zusammen, um sicherzustellen, dass Kund:innen zur richtigen Zeit die richtige Unterstützung bekommen.

• You prepare client onboarding independently and comprehensively • You confidently guide clients into and through the program and proactively provide relevant resources • You regularly ensure customer satisfaction (e.g., through surveys, check-ins, or updates from the strategy manager) and relay relevant customer feedback and insights to the team • You build and maintain a positive relationship with the client • You collaborate closely with strategy managers and team members to ensure an optimal customer journey • You actively coordinate between the Customer Success and Support teams

• Position Summary – The Relationship Manager (RM) is a senior business development and client relationship role responsible for cultivating, converting, and managing Strategic Partners (SPs) and high-net-worth clients for Wilson Hand. • The RM represents the WH/Hancock Martin team and serves as the primary liaison between Strategic Partners, their clients, and Wilson Hand's suite of tax mitigation and wealth preservation services. • Relationship Managers leverage their expertise in private wealth law, tax planning, financial planning, and business valuation to identify and engage Strategic Partners and their client base, to partner with WHHM. • The RM takes a team approach, guiding clients and partners through the entire transaction lifecycle while maintaining the highest standards of professional service expected in the private wealth industry. • Relationship Managers report directly to the Chief Revenue Officer.

Role Description The VC Senior Associate sits at the center of the investment engine. You will run deal processes end-to-end - from initial screen through diligence, memo, IC presentation, and SPV close - alongside the Director of Investments. You will start sourcing independently within your first six months and set the bar for the analyst pool that comes in behind you. This is the role for someone who has done 3 to 5 years inside a fund, an investment bank, or a high-velocity strategic finance team, and is ready to step up. You will own deals, diligence, and the relationships that come from running a process well. You report directly to the Director of Investments at Inflection Club and will have regular exposure to the Investment Committee. Responsibilities - Deal Screening & Pipeline Management: - Run the top of the funnel: review inbound deals, conduct first-screen calls, and triage opportunities against our thesis in AI, robotics, longevity, infrastructure, and digital assets. - Maintain the deal tracker as the single source of truth for the investment team. - Support the Director of Investments in hitting the pipeline target: minimum 3 qualified deals presented to IC per quarter, scaling to 5 in Q3-Q4. - Build proprietary deal flow over time: VC syndicates, angel networks, founder relationships, family-office co-investors, and direct-to-founder outreach. - Due Diligence & Investment Memos: - Lead diligence on specific deals end-to-end using institutional VC frameworks. - Build financial models and pressure-test the founder’s assumptions. - Produce institutional-quality investment memos for every deal presented to IC. - Investment Committee Process: - Co-present deals to the IC alongside the Director of Investments. - Track post-IC actions: open diligence items, term-sheet redlines, member-facing materials. - Maintain the deal tracker with full stage, status, and IC decision history. - SPV Execution & Legal Coordination: - Coordinate with outside counsel on SPV formation and compliance. - Support the deal product: term sheets, carry waterfalls, distribution mechanics. - Project-manage the close: tracking subscriptions and liaising with members. - Roundtable & Member-Facing Content: - Support the Director of Investments in Roundtable preparation. - Produce deal summaries, investment theses, and portfolio updates for members. - Sourcing (Ramping Through Year 1): - Begin sourcing independently within the first six months. - Represent Inflection Club selectively at conferences and investor events. - Mentoring (As the Team Grows): - Mentor and review the work of analyst-level hires once the team scales. Qualifications - 3 to 5 years of full-time experience in venture capital, growth equity, private equity, investment banking, or a strategic-finance role. - Experience leading diligence on at least one deal that closed. - Strong writing skills for investment memos. - Ability to build financial models from scratch. - Ability to distinguish between sourced facts and headlines. - Comfortable operating in a high-trust, low-bureaucracy environment. - Ability to engage with accredited investors and operators confidently. - Comfortable working at a fast pace without sacrificing quality. Bonus Points - Direct experience underwriting AI infrastructure, robotics, longevity/biotech, or digital-asset deals. - Fluency in tokenomics and crypto cap-table structures. - CFA, MBA, or equivalent credential. - Network across Tier-1 VC funds, angel syndicates, or family offices. - Prior exposure to SPV mechanics and compliance. - Operating background in building or scaling ventures. Benefits - Competitive base salary. - Performance bonus tied to growth. - Equity/carry package that provides a stake in the club's success. Why This Role is a Unique Opportunity - Build Your Legacy: Opportunity to build a category-defining company. - Unfair Advantage: Access to a built-in distribution channel of engaged members from Day 1. - Significant Upside: Competitive compensation structure.