Alternative Investments Associate

New
S
StartEngineFinTech
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details

Required Skills
Relationship management

Requirements

  • FINRA Series 7 registration
  • FINRA Series 63 registration
  • Live and work in the United States
  • Proven experience in outbound sales
  • A natural relationship builder who thrives on meaningful conversations
  • Passion for finance, private equity, and cutting-edge technology sectors
  • Confidence in presenting investment opportunities with clarity
  • High emotional intelligence with the ability to navigate sophisticated client relationships
  • Proactive, entrepreneurial mindset

Responsibilities

  • Build meaningful relationships with accredited investors across the U.S.
  • Consult with investors to understand their portfolio goals and risk appetites.
  • Serve as the inside connection for our exclusive gold level issuers.
  • Identify opportunities to align investor interests with upcoming private offerings.
  • Collaborate with internal teams to ensure a seamless experience from first call to closed deal.
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