Senior Associate, Institutional Sales
Core
Sourcing, developing, and expanding relationships with institutional investors and ultra-high-net-worth individuals to drive secondary transactions on a private company liquidity platform.
Role type
Senior Associate, Institutional Sales
Builds
Secondary trading volume and platform adoption for venture-backed, pre-IPO companies
Domain
Financial services, Capital Markets, Private Equity, Venture Capital
Deliverable
client delivery
Required skills
Prospecting, sales execution, relationship building, revenue target achievement, market dynamics understanding
Preferred skills
Business development, investment banking, mutual fund sales
Technologies
N/A
Responsibilities
Prospecting new institutional and ultra-high-net-worth investors through targeted outreach and sales campaigns; Supporting the development of client relationships by delivering compelling communication; Driving sales growth by identifying opportunities and executing transactions; Expanding the investor pool and supporting the growth of existing accounts; Consistently meeting and exceeding individual performance metrics and revenue goals
Seniority
Senior, hands-on IC
