Related skills
enterprise sales regulatory compliance finra_series7📋 Description
- Own client relationships and deliver successful transaction outcomes.
- Deep expertise in capital markets client relationships.
- Experience in institutional deal execution, incl. private placements.
- Hybrid role: in-office 2-3 days/week in San Francisco.
- Monetize client relationships from match to close.
- Develop relationships with hedge funds, asset managers, and buy-side clients.
🎯 Requirements
- 7-10 years in financial services sales, focus on institutional sales/private placements.
- Experience in venture capital and private equity.
- FINRA Series 7 and Series 63 licenses.
- Strong client service with attention to detail throughout deals.
- Bachelor's degree in finance, economics, business, or related field.
- Ability to work independently and collaboratively.
🎁 Benefits
- Equal opportunity employer promoting diversity.
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