FINRA Series 7 and Series 63 registrations required
Must live and work permanently in the United States
Strong relationship-building skills with experience advising high-net-worth investors
Passion for finance, private equity, and cutting-edge technology sectors with ability to present complex investment opportunities clearly
Requirements:
Build and manage relationships with accredited investors across the U.S., serving as a trusted partner to elite investors
Consult with investors to understand their portfolio goals and risk appetites
Deliver exclusive pre-IPO investment opportunities and align investor interests with upcoming private offerings
Collaborate with internal teams to ensure a seamless experience from first call to deal close, driving deal flow and market momentum
Job description
About StartEngine
StartEngine is the FinTech powerhouse driving the future of fundraising and alternative investing. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers. Howard partnered with co-founder Ron Miller, a veteran entrepreneur and early advocate of equity crowdfunding, to build a platform that democratizes access to capital. In 2020, StartEngine welcomed Shark Tank judge and serial entrepreneur Kevin O’Leary (aka Mr. Wonderful) as Strategic Advisor and Investor. Since its inception, StartEngine has helped over 550 companies raise more than $1.5B from retail investors, with investments starting at as little as $100.
Why merely back a company when you can own a piece of it?
We’re seeking dynamic, relationship-driven individuals to connect our network of accredited investors with some of the most exclusive pre-IPO investment opportunities on the market.
This isn’t your typical sales role — it’s a front-row seat to the future of wealth creation. You’ll be the trusted advisor to high-net-worth investors, opening doors to early-stage companies that are shaping the next decade of tech, fintech, biotech, and beyond. If you thrive on conversations about emerging markets, unicorn startups, and capital growth strategies, this is your calling.
What you'll do
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
🔎 What’s in It for You (Besides the Paycheck)
Access to Rare Opportunities: You’ll be working with investments that most people never hear about — exclusive pre-IPO securities that can define the next era of industry leaders.
🚀 Cutting-Edge Market Insights: You’ll stay ahead of financial trends, gaining deep knowledge of disruptive companies, emerging sectors, and private markets.
💼 Work with Sophisticated Investors: You’ll engage daily with high-net-worth individuals and help shape their investment strategies for long-term growth.
💡 Impact the Future of Finance: The private equity landscape is changing, and you’ll be at the forefront — helping accredited investors participate in wealth-building opportunities that were previously reserved for institutional players.
What We're Looking For
FINRA registration = Series 7, 63 REQUIRED
Live an work permanently in the United States.
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.
Perks & Benefts
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 FinTech Industry
A chance to work with a highly profitable and rapidly expanding startup (not VC funded)
