Investor Relations Associate; Series
Listed on 2026-10-08
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Analyst, Financial Reporting
Investor Relations Associate (Registered 7 & 63)
Location:
Palo Alto, CA. Hybrid position (2 days in office required)
Salary Range: $70,000-$90,000/yr
The employee stock options system is broken. While receiving stock options should be a life-changing opportunity for employees, many just can’t afford to exercise them. Equitybee is here to fix this problem by helping startup employees fund their options and take ownership of their hard-earned shares. 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?
Guide new investors through the onboarding process, from account setup and profile creation through their first investment
Keep management systems up-to-date with accurate investor information
Educate investors on account services and platform capabilities
Receive, review, and process investor transaction requests accurately and in a timely manner
Support the deployment of fund capital by facilitating the creation of commits and transactions
Handle investor support emails and provide excellent customer service to Equitybee's investor community
Help with the preparation of reports and other materials for investor communications
Coordinate with the Compliance, Legal, and Investor Relations teams to resolve any issues that arise
Identify opportunities to improve onboarding and transaction workflows
About you…Must have FINRA Series 7 and Series 63 licenses or 66
1–2 years of experience in client service within the financial services industry
Bachelor's degree required; degree in Finance or Economics is a plus
Excellent communicator with solid interpersonal skills
Detail oriented, nothing gets past you
Strong team player who can also work well independently
Proficient in Microsoft Office Suite and working knowledge of a CRM system
Familiarity with securities regulations and accredited investor requirements
Currently located within commutable distance to Palo Alto, CA
Advantages…Experience with secondary transactions, stock options, or private offerings
Strong familiarity with the startup ecosystem
Benefits...Healthcare & Dental Coverage | We offer comprehensive plans for healthcare, dental, vision, monthly wellness, FSA/HSA
Flexible Paid Time Off | Take the time that you need to rest and recharge. We encourage it!
401k Match | We’ll match a percentage of your contributions as you save for your goals of retiring on a beach somewhere!
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. Own what you build!
Dog-Friendly Office | Bring your pup into work and join the Equitybee dog-pack!
Lunch | Lunch delivered during office days
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.
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