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Private Equity Associate

Job in Oregon, Dane County, Wisconsin, 53575, USA
Listing for: StartEngine
Full Time position
Listed on 2026-06-29
Job specializations:
  • Sales
    Financial Sales, B2B Sales, Business Development, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 80000 - 120000 USD Yearly USD 80000.00 120000.00 YEAR
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
Requirements:
  • 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.
Benefits:
  • 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)
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Position Requirements
10+ Years work experience
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