Powering the World’s Alternative Investment Marketplace
HNW Fundraising Platform • Alternative Investments • Private Equity and Hedge Funds • Private Investor Network • Private Access Vehicles
August 8
🏡 Remote – Anywhere in California
Powering the World’s Alternative Investment Marketplace
HNW Fundraising Platform • Alternative Investments • Private Equity and Hedge Funds • Private Investor Network • Private Access Vehicles
• Oversee wholesaling investment products to registered representatives • Acquire new relationships and expand existing client relationships • Educate advisors on structured investments as part of client portfolios
• 7+ years of experience working within the investment industry in a client facing capacity • Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process • Able to sell and provide support for a diverse platform of structured investments • Series 7 and 63 licenses are required • Experience covering large wealth management platforms such as Wells Fargo Advisors is preferred
• Comprehensive benefits package including employer matched retirement plan • 100% employer paid dental, vision, telemedicine, and virtual mental health counseling • Parental leave • Unlimited paid time off (PTO) • Salary, equity, and annual performance bonus
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