Private Market Associate

Job Description

EquityZen is an early-mid stage financial technology company, backed by leading venture and private equity investors. We’re looking for a Private Market Associate to join EquityZen’s growing team as we redefine private markets. Join us if you are an energetic sales person who has an interest in technology and finance and is constantly looking for creative ways to increase the top of funnel. If becoming a Private Market Associate and being a key contributor to hitting our ambitious goals invigorates you, let’s chat! Our team is a group of ambitious, yet humble people across all disciplines and backgrounds. Have a look at our team and values and join us if you’re interested in these set of values.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 over 150 pre-IPO technology 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 8500+ 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

• Work with Shareholders (employees, founders, ex-employees, early investors) in assisting them to liquidate their shares
• Be a key EquityZen ambassador and first line of contact for fielding inbound inquiries from shareholders and ensuring all requests are processed in a timely manner
• Build, maintain, and manage shareholder and issuer relations
• Drive company growth goals by effective sales outreach and shareholder relations through sourcing new acquisitions via multiple outbound channels
• Work with issuers directly to promote the benefits of employee liquidity programs
• Work cross-functionally with Demand, Legal, Marketing, and Marketplace Teams to facilitate offerings
• Identify process improvement opportunities and work with our Technology and Product teams to automate and optimize our platform and processes
• Develop strong command of the pre-IPO Market

THE RIGHT STUFF

• 1+ years of relevant sales experience ideally selling financial products
• Bachelor’s degree or equivalent
• Collaborative approach and team player mentality
• Self-driven, motivated and results driven
• Process-oriented, data-driven and tech-forward
• Strong organizational skills
• Strong communication skills (verbal, listening and written)
• Works hard and smart with attention to detail

BONUS POINTS

• Series 7 and 63 licenses
• A 2-year track record of exceeding sales quotas
• Experience selling private tech investments (crowdfunding, pre-IPO, private equity stakes)
• Experience selling investments to the HNWI investor channel
• Experience using Salesforce or a similar CRM
• An interest in the venture capital asset class

WHAT YOU'LL GAIN

• Helping to develop a cutting-edge FinTech marketplace
• Direct exposure to pre-IPO technology companies and key decision makers
• Work cross-functionally with legal, deal, product, technology and marketing teams
• 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.