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4 days ago
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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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