Financial Sales / Private Markets Associate
UpMarket · Seattle, Washington, United States
FULL TIMEpermanent
Job Description
We’re Hiring: Financial Sales / Private Markets Associate
Apply fast, check the full description by scrolling below to find out the full requirements for this role.
Location: Seattle or San Francisco Bay Area
Employment Type: Full-Time
Industry: Private Markets | Alternative Investments | Financial ServicesCompensation: $50,000–$100,000 base salary, plus performance-based commission/bonus. Final compensation will be based on experience and qualifications.
UpMarket is seeking a motivated, entrepreneurial, and relationship-driven Financial Sales / Private Markets Associate to join our growing sales team.
In this role, you will build relationships with high-net-worth and accredited investors, introduce private-market and alternative-investment opportunities, and support clients throughout the investment process.
Key Responsibilities:• Develop and maintain relationships with HNW/UHNW and accredited investors• Conduct investor outreach through calls, emails, referrals, networking, webinars, and events• Schedule and lead investor meetings and product presentations• Clearly communicate investment strategies, structures, fees, liquidity terms, potential opportunities, and key risks• Manage the sales pipeline from initial outreach through subscription and funding• Coordinate with Sales, Investments, Operations, and Compliance teams• Maintain accurate investor activity and follow-up records in the CRM• Build referral relationships and identify new investor-acquisition channels• Attend conferences, webinars, investor events, and other business-development activities• Conduct all sales activities in accordance with applicable firm policies and regulatory requirements
Qualifications:• Bachelor’s degree in Finance, Economics, Business, or a related field preferred• 1–5+ years of relevant experience in financial sales, wealth management, private banking, investment management, alternative investments, or capital raising preferred• Experience working with HNW/UHNW or accredited investors is highly desirable• Strong communication, presentation, prospecting, and relationship-management skills• Interest in private equity, venture capital, pre-IPO companies, private credit, hedge funds, and alternative investments• Ability to understand complex investment products and explain them clearly• Self-motivated, organized, and comfortable working in a performance-driven environment• Strong professional judgment and attention to compliance requirements
Licensing:FINRA securities licenses are preferred where applicable. Candidates holding relevant registrations, including Series 7 and Series 63 or 66, are encouraged to apply. Licensing requirements will depend on the position’s responsibilities and applicable regulatory requirements. xzbcwsv
What We Offer:• Exposure to a broad range of private-market and alternative-investment opportunities• Opportunities to build relationships with sophisticated HNW/UHNW investors• Competitive compensation with performance-based incentives• Ongoing professional development and investment-product training• Career-advancement opportunities as our sales organization grows• A collaborative environment across Sales, Investments, Operations, and Compliance
How to Apply:
Please email your resume and cover letter to
Important: Applications submitted only through LinkedIn Easy Apply or a similar simplified way will not be reviewed. To be considered, candidates must send both a resume and cover letter directly to
Apply fast, check the full description by scrolling below to find out the full requirements for this role.
Location: Seattle or San Francisco Bay Area
Employment Type: Full-Time
Industry: Private Markets | Alternative Investments | Financial ServicesCompensation: $50,000–$100,000 base salary, plus performance-based commission/bonus. Final compensation will be based on experience and qualifications.
UpMarket is seeking a motivated, entrepreneurial, and relationship-driven Financial Sales / Private Markets Associate to join our growing sales team.
In this role, you will build relationships with high-net-worth and accredited investors, introduce private-market and alternative-investment opportunities, and support clients throughout the investment process.
Key Responsibilities:• Develop and maintain relationships with HNW/UHNW and accredited investors• Conduct investor outreach through calls, emails, referrals, networking, webinars, and events• Schedule and lead investor meetings and product presentations• Clearly communicate investment strategies, structures, fees, liquidity terms, potential opportunities, and key risks• Manage the sales pipeline from initial outreach through subscription and funding• Coordinate with Sales, Investments, Operations, and Compliance teams• Maintain accurate investor activity and follow-up records in the CRM• Build referral relationships and identify new investor-acquisition channels• Attend conferences, webinars, investor events, and other business-development activities• Conduct all sales activities in accordance with applicable firm policies and regulatory requirements
Qualifications:• Bachelor’s degree in Finance, Economics, Business, or a related field preferred• 1–5+ years of relevant experience in financial sales, wealth management, private banking, investment management, alternative investments, or capital raising preferred• Experience working with HNW/UHNW or accredited investors is highly desirable• Strong communication, presentation, prospecting, and relationship-management skills• Interest in private equity, venture capital, pre-IPO companies, private credit, hedge funds, and alternative investments• Ability to understand complex investment products and explain them clearly• Self-motivated, organized, and comfortable working in a performance-driven environment• Strong professional judgment and attention to compliance requirements
Licensing:FINRA securities licenses are preferred where applicable. Candidates holding relevant registrations, including Series 7 and Series 63 or 66, are encouraged to apply. Licensing requirements will depend on the position’s responsibilities and applicable regulatory requirements. xzbcwsv
What We Offer:• Exposure to a broad range of private-market and alternative-investment opportunities• Opportunities to build relationships with sophisticated HNW/UHNW investors• Competitive compensation with performance-based incentives• Ongoing professional development and investment-product training• Career-advancement opportunities as our sales organization grows• A collaborative environment across Sales, Investments, Operations, and Compliance
How to Apply:
Please email your resume and cover letter to
Important: Applications submitted only through LinkedIn Easy Apply or a similar simplified way will not be reviewed. To be considered, candidates must send both a resume and cover letter directly to
Details
| Company | UpMarket |
| Location | Seattle, Washington, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |