Offer summary

Qualifications:

At least 5 years of experience in wealth management, finance, or capital markets., Relevant FINRA certifications such as Series 24, 7, 63, or 66., Proven success in sales and customer acquisition., Strong knowledge of high net worth financial topics and regulatory compliance..

Key responsibilities:

Acquire and advocate for high net worth investors at Public.

Build and maintain a pipeline of potential prospects.

Collaborate with internal teams and external partners to achieve goals.

Represent the firm publicly and speak on financial topics.

Job description

About Public

Public is the long-term investing platform. Investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios for the long haul. Launched in 2019, Public has been trusted with billions in assets of affluent investors. Headquartered in New York City, it’s raised over $400M from investors like Accel and Tiger Global.

What you’ll do:

You’ll be responsible for directly acquiring and advocating for high net worth investors at Public. You will work with all functions and utilize all assets at Public to attract, acquire, and retain high net worth investors on our platform. This will include building and maintaining a pipeline of high potential prospects, sourced from Public-generated and advocate-generated sources. You will, where required, identify and work with external partners to deliver on your goals.

This role has an uncapped bonus structure based on sales performance.

What we’re looking for:

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!)

Bonus Points:

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

Public is an equal employment opportunity employer to all employees and applicants for employment and prohibits discrimination and harassment of any type. We celebrate people of all race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or expression.

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