Private Equity Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Serve as a Trusted Partner to Elite Investors

• Cultivate significant relationships with accredited investors throughout the U.S.

• Consult with investors to gain insights into their portfolio objectives and risk tolerances.

• Act as their insider link to the private markets — providing exclusive pre-IPO opportunities prior to their public release.

• Spot opportunities to align investor interests with upcoming private offerings.

• Proactively manage investor relationships to ensure ongoing engagement and loyalty.

• Collaborate with internal teams to guarantee a seamless experience from the initial call to the finalized deal.

• In essence = Drive deal flow and enhance overall market momentum

⛳️ Requirements

• Demonstrated success in outbound sales, business development, or relationship-focused sales environments

• Active Series 7 and Series 63 licenses are essential

• Reside and work permanently in the United States.

• Experience in selling investment products or engaging with retail investors is highly preferred

• Self-driven, competitive, and at ease in a performance-oriented environment

• A natural relationship developer who thrives on engaging conversations.

• A strong interest in finance, private equity, and innovative technology sectors.

• Proficient in presenting intricate investment opportunities with clarity.

• High emotional intelligence with the ability to manage sophisticated client relationships.

• A proactive, entrepreneurial spirit — you’re not merely a salesperson; you’re a trusted advisor.

🏝️ Benefits

• 100% covered Medical/Dental/Vision - choose your own plan

• Generous Equity package

• Unlimited PTO and sick days

• Paid WeWork Usage (optional)

• 100% Remote

• Team Off-sites and Celebration Dinners

• Paid Maternity/Paternity leave

• 401K program

• Flexible hours

• Be part of one of the fastest growing sectors in the FinTech Industry

• An opportunity to work with a highly profitable and rapidly expanding startup (not VC funded)