Sales Executive (AM)

Help investors access the next generation of high-growth opportunities at the intersection of fintech, private markets, and startup investing. Our client is a rapidly growing alternative investment platform that has helped hundreds of emerging companies raise more than $1.5 billion from a nationwide network of investors. Their mission is to make private market investing more accessible while giving investors access to opportunities historically reserved for institutions and ultra-high-net-worth investors.

About the role

This is not a traditional private equity role. You'll work directly with accredited and high-net-worth investors, helping them discover and evaluate private market opportunities across startups, growth companies, and alternative investments. You'll combine relationship management, investor education, and proactive outreach to drive investment activity and build a loyal investor base. If you enjoy meaningful conversations, thrive in a sales environment, and are energized by innovation, entrepreneurship, and alternative assets, this is an opportunity to join a company at the forefront of a rapidly evolving market.

Responsibilities

• Build and maintain relationships with accredited and high-net-worth investors across the U.S.
• Engage investors through outbound outreach and ongoing relationship management.
• Understand investor goals, risk tolerance, and portfolio objectives.
• Introduce investors to exclusive private market and alternative investment opportunities.
• Guide prospects through the investment process from initial conversation to completed transaction.
• Partner with internal teams to deliver a seamless investor experience.
• Drive deal flow, investor engagement, and platform growth.

Requirements

• Active Series 7 and Series 63/66 licenses required
• Proven outbound sales or business development experience
• Strong relationship-building and communication skills
• Experience working with accredited, HNW, or UHNW investors
• Interest in private markets, venture capital, private equity, alternative investments, or fintech
• Ability to communicate complex investment opportunities clearly and effectively
• Entrepreneurial mindset with a consultative approach to sales

Benefits

• Fully remote anywhere in the United States
• Significant growth opportunity within a rapidly expanding fintech platform
• Exposure to private market, startup, and pre-IPO investment opportunities
• Competitive compensation and equity participation
• Unlimited PTO and flexible work environment
• Comprehensive medical, dental, and vision coverage

Why this opportunity stands out

High-impact role in one of the fastest-growing segments of financial services. If you're passionate about private markets, enjoy building investor relationships, and want to play a direct role in connecting capital with innovative companies, this opportunity is for you.