Investor Relations Associate (Series 7,63)

Location: Palo Alto, CA. Hybrid position (2 days in office required). Hiring Manager: Senior RevOps Analyst.

The employee stock options system is broken. While receiving stock options should be a life-changing opportunity for employees, many just can’t afford to exercise them. Equitybee is here to fix this problem by helping startup employees fund their options and take ownership of their hard-earned shares. If you love startups, and are hungry for success, this position is the right fit for you. What’s better than helping fellow startup builders participate in the success of the companies they worked so hard to build?

About the Role

• Guide new investors through the onboarding process, from account setup and profile creation through their first investment
• Keep management systems up-to-date with accurate investor information
• Educate investors on account services and platform capabilities
• Receive, review, and process investor transaction requests accurately and in a timely manner
• Support the deployment of fund capital by facilitating the creation of commits and transactions
• Handle investor support emails and provide excellent customer service to Equitybee's investor community
• Help with the preparation of reports and other materials for investor communications
• Coordinate with the Compliance, Legal, and Investor Relations teams to resolve any issues that arise
• Identify opportunities to improve onboarding and transaction workflows

Requirements

• Must have FINRA Series 7 and Series 63 licenses or 66
• 1–2 years of experience in client service within the financial services industry
• Bachelor's degree required; degree in Finance or Economics is a plus
• Excellent communicator with solid interpersonal skills
• Detail oriented, nothing gets past you
• Strong team player who can also work well independently
• Proficient in Microsoft Office Suite and working knowledge of a CRM system
• Familiarity with securities regulations and accredited investor requirements
• Currently located within commutable distance to Palo Alto, CA

Advantages

• Experience with secondary transactions, stock options, or private offerings
• Strong familiarity with the startup ecosystem

Benefits

• Comprehensive healthcare, dental, and vision coverage, plus monthly wellness, FSA/HSA
• Flexible Paid Time Off
• 401k match
• Stock options
• Dog-friendly office
• Lunch delivered during office days
• Frequent team and company events, happy hours, and hangouts

Pay

$70,000–$90,000/yr