Alternative Investments Representative
StartEngine
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Be a trusted partner to elite investors
- Build meaningful relationships with accredited investors across the U.S.
- Consult with investors to understand their portfolio goals and risk appetites.
- Serve as the inside connection for our exclusive gold level issuers.
- Identify opportunities to align investor interests with upcoming private offerings.
- Collaborate with internal teams to ensure a seamless experience from first call to closed deal.
- To put it simply = Drive deal flow and overall market momentum
Requirements
- FINRA Registration required = Series 7, Series 63.
- Live and work in the United States.
- A natural relationship builder who thrives on meaningful conversations.
- Experience in outbound sales.
- A passion for finance, private equity, and cutting-edge technology sectors.
- Confidence in presenting investment opportunities with clarity.
- High emotional intelligence with the ability to navigate sophisticated client relationships.
- A proactive, entrepreneurial mindset — you’re not just a salesperson; you’re a trusted advisor.
Benefits
- 100% covered Medical/Dental/Vision - pick your own plan
- Generous Equity package
- Unlimited PTO and sick days
- Paid WeWork Usage (optional)
- 100% Remote
- Team Off-sites and Celebration Dinners
- Paid Maternity/Paternity leave
- 401K program
- Flexible hours
- Be part of one of the fastest growing parts of the FinTech Industry
- A chance to work with a highly profitable and rapidly expanding startup (not VC funded)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
outbound salesinvestment opportunitiesportfolio management
Soft Skills
relationship buildingcommunicationemotional intelligenceproactive mindsetentrepreneurial mindset
Certifications
FINRA RegistrationSeries 7Series 63