Private Equity Sales Associate
Private Equity Associate - Alternative Investments Platform
They are building out a new sales team and looking for individuals who thrive in fast-paced, performance-driven environments and want direct exposure to live private market deals.
The Role
You'll work directly with investors across the U.S., helping them evaluate and allocate into private market opportunities, including pre-IPO companies and curated alternative investment offerings.
This is a highly interactive, investor-facing role that blends inbound demand with proactive outreach, allowing you to build relationships while driving capital into active deals.
Success in this seat comes from balancing activity, communication skills, and the ability to confidently guide investors through complex opportunities.
Responsibilities
- Engage with accredited and high-net-worth investors exploring private market opportunities
- Understand investor goals and align them to active deals on the platform
- Manage a mix of inbound interest and outbound outreach to drive allocations
- Educate investors on private investments and portfolio positioning
- Maintain strong pipeline discipline and consistent activity levels
- Partner internally with deal and product teams to support ongoing offerings
Requirements
- Active Series 7 and 63 (or 66) licenses
- Experience selling to retail investors, HNW individuals, or financial advisors
- Comfortable in a high-activity, phone-heavy sales environment
- Strong communicator who can break down investment concepts clearly
- Motivated by performance and operating in a competitive culture
- Interest in private markets, venture, or alternative investments
What Stands Out About This Opportunity
- Direct access to high-profile private investment opportunities
- Built-in investor base generating consistent inbound interest
- Fully remote structure with flexibility to attend industry events
- Lean, high-growth team with significant expansion plans
FAQs
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