New York, NY
Salary Estimate: Confidential
Employment Type: Full Time
Work Place: Office
Experience Required: 1+ to 2 years
Education Required: 4 Year College
Job Description
Key Responsibilities
-
- Liaise and collaborate with our various teams (operations, marketing, investments, and asset management) to deliver robust and responsive resolution on complex investor requests, inquiries via email and phone while maintaining a high level of responsiveness and professionalism
- Onboard new potential investors to the EquityMultiple platform; enhance customer relationships through routine engagement, follow-ups, and establish trust
- Supporting all aspects of the marketing, fundraising cycle, and be prepared to competently communicate the firm’s investment strategies with investors
- Participate in routine investments, sales, and product strategy sessions, contribute your ideas regarding investor acquisition and conversion
- Assist the firm’s client KYC efforts, monitor and maintain client records and files in accordance with compliance policies
Qualifications:
-
- 0-3 years of work experience (client-facing experience is a plus)
- Excellent written and oral communication skills
- Efficiency, resourcefulness, and sharp analytical mindset
- Ability to thrive in a fast-paced, collaborative environment and quickly adapt to new technology
- Humble attitude with a strong willingness/desire to learn
- High emotional intelligence and maturity
- Broad based knowledge and understanding of real estate finance, alternative investments and/or finance in general
- Currently have, or willing to attain, SIE, Series 7 and 63 or 66 license
- Must be a detail-oriented, well-organized self-starter with high energy and creativity
These qualifications would give you a leg up:
-
- Specific expertise in financial industry sale, particularly real estate finance or alternative investment products
- Experience with CRM
- SIE, Series 7, and 63, 65 or 66 license
- Understanding of SEC regulations with regards to communications
Related Jobs
Miami, FL
Inverness, CO
You have successfully applied for this role!
You can view the status of your application from your dashboard.