Senior Investor Relations Manager (Series 7 & 63)

EquityBee empowers startup builders, the employees, to become shareholders and participate in the success of the companies they work so hard to build. Employees can become shareholders by leveraging EquityBee’s investor community to get capital to exercise their stock options. In return, employees agree to share a piece of any future potential gain from an exit with the investors who supported them. If you love startups, and are hungry for success, this position is the right fit for you. What’s better than helping fellow startup builders participate in the success of the companies they worked so hard to build? www.equitybee.com

As a Senior Investor Relations Manager, and an early member of the U.S. team, you will play an impactful role in scaling our company via relationship building with our investor network, from lead generation through deal close and asset management.

You will be the person creating and nurturing relationships with our community of high net worth investors, offering them the opportunity to invest in startups they could not invest in before. By closing deals, you’ll be helping not only the investors in our network, but also startup employees who will be able to become shareholders and participate in the success of the companies they worked so hard to build.

This is a high impact key position that will allow you to work closely with the leadership team, as well as cross-functionally with product, marketing, and the equity success team. If you have a passion for innovation in finance, sales, you love to scale businesses, and helping others makes you happy, this position is the right fit for you.

Requirements

• 3-5 years of sales experience, preferably with selling financial products and forward contracts
• FINRA Series 7 and Series 63 licenses. You must be licensed to sell our product. If you have these before, but need to renew, we can help you with that.
• A proven ability to effectively communicate complex concepts in a simple manner, all the way to closing a deal.
• Experience in working with potential investors from registration to completing their first investment, owning portfolio growth, retention, churn and expansion.
• A proven track record of meeting sales goals
• Excellent written and verbal communication skills
• A very good understanding of investment and equity mechanics, with specific knowledge about stock options.
• A demonstrated ability to achieve strategic goals in a fast-paced environment
• Excellent team player that can also work well independently
• Positive attitude and strong work ethic
• High professionalism and attention to detail
• Ability to learn quickly and execute effectively
• Bachelor's degree or equivalent experience

• A strong familiarity with the startup ecosystem
• Experience with secondary transactions, or private offerings
• Network of accredited investors

Benefits

• Flexible Paid Time Off | Take the time that you need to rest and recharge. We encourage it!
• Dog-Friendly Office | Bring your pup into work and join the EquityBee dog-pack!
• Healthcare & Dental Coverage | We offer competitive healthcare & dental plan options for you and your family.
• 401k Match | We’ll match a certain percentage of your contributions as you save for your goals of retiring on a beach somewhere!
• Commuter Benefits | When you work from the office, you will receive pre-tax benefits for your commute!
• Work from Home Flexibility | We recognize that everyone’s home life is different. We have both hybrid roles and fully remote roles available.
• Stock Options | As an Employee-Centric company (both internally and externally), we offer competitive stock options packages to participate in the success of building EquityBee.
• Fun Times | We genuinely enjoy each other’s company, and care about each other as people, so we have frequent team and company events, happy hours, and hangouts. Whether you’re remote or hybrid, we plan fun virtual and) in-person to sign off and let loose.
  

EquityBee does not discriminate in employment on the basis color, race, religion, gender identity, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or other non-merit factor.