Private Equity Associate
Job in
Oregon, Dane County, Wisconsin, 53575, USA
Listed on 2026-06-29
Listing for:
StartEngine
Full Time
position Listed on 2026-06-29
Job specializations:
-
Sales
Financial Sales, B2B Sales, Business Development, Client Relationship Manager
Job Description & How to Apply Below
Job Description:
- Be a Trusted Partner to Elite Investors
- Build meaningful relationships with accredited investors across the U.S.
- Consult with investors to understand their portfolio goals and risk appetites.
- Serve as their insider connection to the private markets — delivering exclusive pre‑IPO opportunities before they hit the mainstream.
- Identify opportunities to align investor interests with upcoming private offerings.
- Actively manage investor relationships to ensure long‑term engagement and loyalty.
- Collaborate with internal teams to ensure a seamless experience from first call to closed deal.
- To put it simply = Drive deal flow and overall market momentum
- Proven success in outbound sales, business development, or relationship‑driven sales environments
- Active Series 7 and Series 63 licenses required
- Live and work permanently in the United States.
- Experience selling investment products or working with retail investors strongly preferred
- Self‑motivated, competitive, and comfortable working in a performance‑driven environment
- A natural relationship builder who thrives on meaningful conversations.
- A passion for finance, private equity, and cutting‑edge technology sectors.
- Confidence in presenting complex investment opportunities with clarity.
- High emotional intelligence with the ability to navigate sophisticated client relationships.
- A proactive, entrepreneurial mindset — you’re not just a salesperson; you’re a trusted advisor.
- 100% covered Medical/Dental/Vision - pick your own plan
- Generous Equity package
- Unlimited PTO and sick days
- Paid WeWork Usage (optional)
- 100% Remote
- Team Off‑sites and Celebration Dinners
- Paid Maternity/Paternity leave
- 401K program
- Flexible hours
- Be part of one of the fastest growing parts of the Fin Tech Industry
- A chance to work with a highly profitable and rapidly expanding startup (not VC funded)
Position Requirements
10+ Years
work experience
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