Our client is a rapidly growing financial technology platform focused on expanding access to private market and alternative investment opportunities. The firm has built a significant investor community and has helped facilitate funding for hundreds of private companies while creating new ways for individual and accredited investors to participate in private markets.
Combining technology, capital markets, and investor engagement, the organization operates at the intersection of alternative investments and financial services. With a highly entrepreneurial culture and strong growth trajectory, this is an opportunity to join a company that is reshaping how investors access private market opportunities.
The Opportunity
The firm is seeking a REMOTE Private Market Sales Associate to join its growing investor sales team. This individual will work directly with accredited and high-net-worth investors across the United States, providing education on private market investment opportunities, building long-term relationships, and helping drive capital into offerings available on the platform.
This is an ideal opportunity for a licensed financial professional who enjoys sales, relationship management, and investment conversations, while operating in a fast-paced, performance-driven environment.
Key Responsibilities
- Develop and maintain relationships with accredited and high-net-worth investors nationwide.
- Consult with prospective and existing investors to understand investment objectives and portfolio goals.
- Educate investors on private market opportunities, alternative asset classes, and available offerings.
- Identify opportunities to increase investor participation through proactive outreach and engagement.
- Manage investor conversations from initial engagement through investment commitment.
Qualifications
- Active Series 7 and Series 63 (or 66) licenses required.
- 3-10 years of experience in financial services, wealth management, investor relations, or investment sales.
- Experience working directly with high-net-worth or accredited investors.
- Demonstrated success in business development, client acquisition, asset gathering, or capital raising activities.
- Strong understanding of investment products and financial markets.
Why Join?
- Opportunity to sell private market and alternative investment solutions directly to investors.
- Strong earning potential with uncapped upside.
- Fully remote position with national reach.
- Fast-growing business operating at the intersection of fintech and alternative investments.
- Direct visibility to senior leadership and meaningful career growth opportunities.
- Entrepreneurial culture where high performers are rewarded and recognized.
- Ability to make a tangible impact on investor participation and capital formation initiatives.
