Financial Sales / Private Markets Associate Employment Type: Full-Time
Industry: Private Markets | Alternative Investments | Financial Services ? Compensation : $50,000–$100,000 base salary, plus performance-based commission/bonus. UpMarket is seeking a motivated, entrepreneurial, and relationship-driven Financial Sales / Private Markets Associate to join our growing sales team.
In this role, you will build relationships with high-net-worth and accredited investors, introduce private-market and alternative-investment opportunities, and support clients throughout the investment process.
Develop and maintain relationships with HNW/UHNW and accredited investors * Conduct investor outreach through calls, emails, referrals, networking, webinars, and events * Schedule and lead investor meetings and product presentations * Clearly communicate investment strategies, structures, fees, liquidity terms, potential opportunities, and key risks * Manage the sales pipeline from initial outreach through subscription and funding * Coordinate with Sales, Investments, Operations, and Compliance teams * Maintain accurate investor activity and follow-up records in the CRM * Build referral relationships and identify new investor-acquisition channels * Attend conferences, webinars, investor events, and other business-development activities * Conduct all sales activities in accordance with applicable firm policies and regulatory requirements
Bachelor's degree in Finance, Economics, Business, or a related field preferred * 1–5+ years of relevant experience in financial sales, wealth management, private banking, investment management, alternative investments, or capital raising preferred * Experience working with HNW/UHNW or accredited investors is highly desirable * Interest in private equity, venture capital, pre-IPO companies, private credit, hedge funds, and alternative investments * Ability to understand complex investment products and explain them clearly * Self-motivated, organized, and comfortable working in a performance-driven environment * Candidates holding relevant registrations, including Series 7 and Series 63 or 66, are encouraged to apply. Licensing requirements will depend on the position's responsibilities and applicable regulatory requirements.
Exposure to a broad range of private-market and alternative-investment opportunities * Opportunities to build relationships with sophisticated HNW/UHNW investors * Competitive compensation with performance-based incentives * Ongoing professional development and investment-product training * Career-advancement opportunities as our sales organization grows * A collaborative environment across Sales, Investments, Operations, and Compliance
Applications submitted only through LinkedIn Easy Apply or a similar simplified way will not be reviewed.
Financial Sales / Private Markets Associate in washington at Unknown Company
This position is listed as full time and onsite.