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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: equityzen.com/press.
WHAT YOU'LL DO 
  • 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
THE RIGHT STUFF
  • 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
BONUS POINTS
  • 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
WHAT YOU'LL GAIN
  • 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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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ReactLibraries
    • ReduxLibraries
    • DjangoFrameworks
    • TensorFlowFrameworks
    • MemcachedDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • Google AnalyticsAnalytics
    • MixpanelAnalytics
    • SketchDesign
    • FigmaDesign
    • AsanaManagement
    • IntercomCRM
    • SalesforceCRM

Location

We're smack between the Flatiron District and K-Town, so lots of cool places surround us. Our office sits right on top of the famed Oscar Wilde bar.

An Insider's view of EquityZen

How do you collaborate with other teams in the company?

We have constant communication and feedback so you're never working on a feature in a silo or release something that was totally off mark. All features go through a design session, and all code is thoroughly reviewed. For big projects, a Slack channel is created where the developers, product owner, and business owner handle questions that come up.

Bryant

Senior Product Engineer

What are some things you learned at the company?

Since joining EquityZen, I've learned to have more of an analytical mindset when making decisions and proposing solutions. Coming from a client-facing background at a large company, tools like SQL were things I never touched or knew about. At EquityZen, we're empowered and encouraged to look at that data to make quantitative decisions.

Roy

Senior Investment Specialist

How do you empower your team to be more creative?

Engineers have the opportunity to flex their creativity throughout the development process. They own the technical design of their respective features and will work with Product and UX to whiteboard, brainstorm, and debate the merits of the various ideas, collaboratively arriving at the best solution.

Shanon

Sr. Director of Engineering

What projects are you most excited about?

We’re trying to make complex processes such as selling private equity and investing in private companies more accessible and intuitive, and I’m most excited when working across multidisciplinary teams to design and build our investment platform to improve the customer experience and create value for our users - which, luckily, happens to be my job!

Huilin

Product Manager

What are EquityZen Perks + Benefits

Culture
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Highly diverse management team
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
Company Equity
Performance Bonus
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Stocked Kitchen
EquityZen provides all the fixins' you need for breakfast, lunch, snacks and drinks. And yes, there is a beer and wine fridge.
Some Meals Provided
EquityZen brings in a catered lunch every Friday. Cinco de Mayo? Bring on the tacos!
Happy Hours
Happy hours are hosted On occasion .
Professional Development Benefits
Job Training & Conferences
Acme Co. offers employees professional development opportunities like Annual individual budget for training.
Diversity Program
Cross functional training encouraged
Continuing Education stipend
Online course subscriptions available
Paid industry certifications
EquityZen ensures that everyone has the licenses and certifications they need to do their job.
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