Investment Sales Manager

EquityZen is an early-mid stage financial technology company, backed by leading private equity investors. We're looking for an Investment Sales Manager to join us in a full-time capacity and help us to redefine the private investment industry. If you enjoy inspiring sale teams, managing sales funnels and processes, are tech-forward, process-oriented, and you get a kick out of optimizing a CRM and sales process, let's talk!

Our platform enables large, private companies to deliver liquidity to their shareholders while providing investors access to invest in these proven, pre-IPO companies. EquityZen has served 125+ premier tech and digital health companies and is proud to be considered a liquidity provider for 1 out of 3 of the largest unicorns. A testament to EquityZen's secure, paperless, and industry-defining online investment platform, we have successfully completed 6500+ private placement transactions. Focusing on automating an antiquated offline process has allowed us to lead the charge in building more efficient, cost-effective, and transparent private markets. Watch this short video to learn more:

  • Manage EquityZen's sales effort to high net worth investors (HNWI) and individuals
  • Oversee (and grow) your team
  • Refine and constantly develop the strategy for investment sales 
  • Qualify, educate, and convert individual prospects into platform investors
  • Be held responsible for meeting (and exceeding) the company's ambitious transaction volume goals

  • Managed 3+ full-time employees that have sold directly to High Net Worth Individuals (HNWIs) or Accredited Investors (AIs)
  • You have experience with selling private placements
  • Process-driven sales approach: maniacal about conversion rates, sales funnels, inbound sales techniques
  • Familiarity with Salesforce or other CRM, including experience with creating and utilizing dashboard and reporting features
  • 5+ years' experience working in financial services and/or pre-IPO tech
  • Experience managing and recruiting salespeople
  • Works hard and smart with attention to detail
  • Hold Series 7 + 63 licenses

  • Experience selling alternative investments to HNWIs (particularly venture-backed pre-IPO tech investments)
  • FINRA Series 24 license
  • Completed sales management training at a large brokerage or asset manager

  • Helping to develop a cutting-edge FinTech marketplace
  • Work cross-functionally with legal, deal, product, technology and marketing teams
  • Report directly to one of the company's founders, Phil Haslett, Chief Revenue Officer
  • Manage and grow the Investment Sales team
  • Equity, competitive salary, full employee benefits (health, dental, vision), flexible paid time off, stocked fridge, supply of snacks, weekly catered lunch and more!
  • Opportunity to work with a smart, passionate, mission-focused team that also knows how to have fun

EquityZen provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, EquityZen complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. EquityZen expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of EquityZen’s employees to perform their job duties may result in discipline up to and including discharge.

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