Corporate & Venture Services Vice President
Core
Provide high-touch trading services, business development, and administrative support for restricted stock sales to corporations, executives, and venture capital firms.
Role type
Senior IC Corporate & Venture Services Vice President
Builds
Restricted stock selling strategies and client service workflows
Domain
Financial Services / Securities Trading
Deliverable
client delivery
Required skills
client relationship management, business development strategy, pitch deck creation, restricted stock administration, regulatory compliance, stakeholder coordination
Preferred skills
process improvement, efficiency optimization
Technologies
Microsoft Word, Excel, PowerPoint
Responsibilities
Develop pitch materials for corporate executives and VC/PE funds; maintain relationships with current CVG accounts; process restricted stock paperwork and coordinate with transfer agents; monitor trading activities and regulatory requirements; collaborate with traders and investment bankers on business development strategies.
Seniority
Senior, hands-on IC