Application ends: August 8, 2026
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Job Overview
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Date PostedMay 8, 2026
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LocationRemote
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Expiration dateAugust 8, 2026
Job Description
JOB DETAILS
Requirements
- FINRA registration = Series 7, 63 REQUIRED
- Live and work permanently in the United States.
- A natural relationship builder who thrives on meaningful conversations.
- A passion for finance, private equity, and cutting-edge technology sectors.
- Confidence in presenting complex investment opportunities with clarity.
- High emotional intelligence with the ability to navigate sophisticated client relationships.
- A proactive, entrepreneurial mindset — you’re not just a salesperson; you’re a trusted advisor.
Responsibilities
- Be a Trusted Partner to Elite Investors
- Build meaningful relationships with accredited investors across the U.S.
- Consult with investors to understand their portfolio goals and risk appetites.
- Serve as their insider connection to the private markets — delivering exclusive pre-IPO opportunities before they hit the mainstream.
- Identify opportunities to align investor interests with upcoming private offerings.
- Actively manage investor relationships to ensure long-term engagement and loyalty.
- Collaborate with internal teams to ensure a seamless experience from first call to closed deal.
- Drive deal flow and overall market momentum
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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