Director, Private Securities

Added
4 days ago
Type
Full time
Salary
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Related skills

crm sales

📋 Description

  • Monetize client relationships by managing deals from match to close
  • Develop relationships with hedge funds, asset managers, and other buy-side clients
  • Build and maintain relationships with sellers (individuals, VC/PE firms, LPs)
  • Expand network within Silicon Valley, high-net-worth individuals, angel groups, family offices
  • Collaborate with growth engineering to automate and scale client engagement
  • Provide market insights and oversee deals; hybrid in-office 2-3 days/week in Soho, NY

🎯 Requirements

  • 5–7 years of financial services sales, focusing on institutional sales and/or private placements
  • Proven experience meeting quarterly sales targets
  • FINRA Series 7 and 63 licenses
  • Strong client-service focus with attention to detail throughout deals
  • Bachelor’s degree in finance, economics, business, or related field
  • Ability to work independently and in a team
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