Sales Manager

Summary

Join Public, a long-term investing platform, as a high-net-worth investor acquisition specialist. You will be responsible for acquiring and advocating for high-net-worth investors, working across all functions and assets at Public to attract, acquire, and retain them. Build and maintain a pipeline of potential prospects from various sources, and collaborate with external partners as needed. This role offers an uncapped bonus structure based on sales performance. You will need significant experience in wealth management, consumer finance, or capital markets, along with specific certifications. Success requires a proven track record in sales and client acquisition, regulatory compliance expertise, and the ability to build client acquisition processes. The ideal candidate will possess deep expertise in high-net-worth financial topics and be a creative problem solver.

Requirements

• 5+ years experience working in a premier wealth management, consumer finance and/or capital markets organization
• Series 24, Series 7, and/or 63/66 (or other FINRA certifications)
• Track record of sales and/or direct customer acquisition success
• Experience working within regulatory compliance constraints to deliver business outcomes
• Ability to build processes and approaches for acquiring clients
• Deep expertise and engagement with high net worth financial topics
• Creative problem solver on behalf of company and clients
• Ability to represent the firm and speak publicly
• Independent operator
• Intellectual curiosity
• Active Public member (sign up today!)

Responsibilities

• Acquire and advocate for high net worth investors at Public
• Work with all functions and utilize all assets at Public to attract, acquire, and retain high net worth investors on our platform
• Build and maintain a pipeline of high potential prospects, sourced from Public-generated and advocate-generated sources
• Identify and work with external partners to deliver on your goals

Preferred Qualifications

• Deep understanding of all needs of self-directed high net worth investors
• Experience working with or selling direct indexing and/or tax-loss harvesting
• Experience working with or selling the full spectrum of fixed income instruments
• Fixed income, equity capital markets, trading, and/or research experience
• Experience with markets and financial data (e.g., exchange data, fundamental data), and platform providers (e.g., Bloomberg)
• Ability to use modern AI tools to scale your productivity and impact
• Fluency with data (and interest in learning) SQL and/or Python programming languages

Benefits

This role has an uncapped bonus structure based on sales performance