Investment Sales Manager

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EquityZen is an early-mid stage financial technology company, backed by leading private equity investors. We're looking for an Investment Sales Manager to join us in a full-time capacity and help us to redefine the private investment industry. If you enjoy inspiring sale teams, managing sales funnels and processes, are tech-forward, process-oriented, and you get a kick out of optimizing a CRM and sales process, let's talk!
Our platform enables large, private companies to deliver liquidity to their shareholders while providing investors access to invest in these proven, pre-IPO companies. EquityZen has served 125+ premier tech and digital health companies and is proud to be considered a liquidity provider for 1 out of 3 of the largest unicorns. A testament to EquityZen's secure, paperless, and industry-defining online investment platform, we have successfully completed 6500+ private placement transactions. Focusing on automating an antiquated offline process has allowed us to lead the charge in building more efficient, cost-effective, and transparent private markets. Watch this short video to learn more: equityzen.com/press.
WHAT YOU'LL DO 

  • Manage EquityZen's sales effort to high net worth investors (HNWI) and individuals
  • Oversee (and grow) your team
  • Refine and constantly develop the strategy for investment sales 
  • Qualify, educate, and convert individual prospects into platform investors
  • Be held responsible for meeting (and exceeding) the company's ambitious transaction volume goals

THE RIGHT STUFF

  • Managed 3+ full-time employees that have sold directly to High Net Worth Individuals (HNWIs) or Accredited Investors (AIs)
  • You have experience with selling private placements
  • Process-driven sales approach: maniacal about conversion rates, sales funnels, inbound sales techniques
  • Familiarity with Salesforce or other CRM, including experience with creating and utilizing dashboard and reporting features
  • 5+ years' experience working in financial services and/or pre-IPO tech
  • Experience managing and recruiting salespeople
  • Works hard and smart with attention to detail
  • Hold Series 7 + 63 licenses

BONUS POINTS

  • Experience selling alternative investments to HNWIs (particularly venture-backed pre-IPO tech investments)
  • FINRA Series 24 license
  • Completed sales management training at a large brokerage or asset manager

WHAT YOU'LL GAIN

  • Helping to develop a cutting-edge FinTech marketplace
  • Work cross-functionally with legal, deal, product, technology and marketing teams
  • Report directly to one of the company's founders, Phil Haslett, Chief Revenue Officer
  • Manage and grow the Investment Sales team
  • Equity, competitive salary, full employee benefits (health, dental, vision), flexible paid time off, stocked fridge, supply of snacks, weekly catered lunch and more!
  • Opportunity to work with a smart, passionate, mission-focused team that also knows how to have fun

EquityZen provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, EquityZen complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. EquityZen expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of EquityZen’s employees to perform their job duties may result in discipline up to and including discharge.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ReactLibraries
    • ReduxLibraries
    • DjangoFrameworks
    • TensorFlowFrameworks
    • Google AnalyticsAnalytics
    • MixpanelAnalytics
    • SketchDesign
    • FigmaDesign
    • AsanaManagement
    • IntercomCRM
    • SalesforceCRM

Location

We have a beautiful space just doors from the New York Stock Exchange! Right in the heart of where good things happen for EquityZen.

An Insider's view of EquityZen

What's the biggest problem your team is solving?

Our team is tackling the challenge of creating greater accessibility to Pre-IPO marketplaces. By developing technologies that streamline the process of private investing, we generate value for shareholders and investors. Additionally, by creating intuitive experiences we attract market participants with varying financial management expertise.

Shanie

Senior Front End Engineer

What are EquityZen Perks + Benefits

EquityZen Benefits Overview

Our benefits emphasize our 'Be Human' value, placing our employees first by providing excellent health care, generous leave policies, and a 401k match program.

Culture
OKR operational model
Team based strategic planning
Open office floor plan
Quarterly engagement surveys
In-person all-hands meetings
Monthly town hall meetings with company leadership.
Diversity
Mandated unconscious bias training
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Starting in 2022, we are excited to be offering a match of up to 4% of an employee's base salary - 100% of the first 3% of contributions and 50% of the next 2%.
Company equity
Performance bonus
Charitable contribution matching
Our Founders generously matched donations in 2020 to support our belief in the fight against racial and social injustice.
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Vacation & Time Off Benefits
Unlimited vacation policy
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Free snacks and drinks
EquityZen offers a fully stocked kitchen including coffee, tea, and snacks. We're always open to suggestions to keep things fresh.
Some meals provided
EquityZen brings in a catered lunch every Friday. Cinco de Mayo? Bring on the tacos!
Company-sponsored happy hours
Professional Development Benefits
Job training & conferences
Promote from within
Online course subscriptions available
Paid industry certifications
EquityZen ensures that everyone has the licenses and certifications they need to do their job.

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