Principal, Tax Investor Coverage

📋 Description

• Build your book of business; grow buyers through lifecycle.
• Generate new buyer leads via conferences, networking, outreach.
• Establish credibility with senior leaders at buyers and banks.
• Educate buyers on Crux platform for tax credit transactions.
• Serve as a partner through the transaction lifecycle with tailored strategies.
• Educate buyers on risks and mitigants; address issues proactively.

🎯 Requirements

• 8+ years of tax-related financial sales experience.
• Experience selling tax credits or tax equity to corporates and family offices.
• 3+ years renewable tax credit experience.
• FINRA SIE, Series 79 and 63 or sponsorship willingness.
• Strong written and verbal communication; relationship-building.
• Willing to travel up to 25%.
• Adaptable and excited about building at the early stage.

🎁 Benefits

• Healthcare: 100% employee premiums; nationwide plans.
• Dental & vision: 100% for employees; 50% for dependents.
• Holidays: 10 company holidays per year.
• Paid time off: 20 days per year.
• 401k: No matching program yet.
• Parental leave: 16 weeks birthing, 12 weeks non-birthing.