Private Equity Associate
StartEngine · Remote
Work directly with accredited investors in a consultative sales role, building relationships and guiding them through private market investment opportunities, including pre-IPO and secondary transactions. Develop and manage your own book of business through outbound outreach and lead follow-up to drive capital commitments.
What you'll do
- Build relationships with accredited investors across the U.S.
- Consult with investors to understand portfolio goals and risk appetites
- Conduct outbound outreach and follow up on qualified leads
- Align investor interests with upcoming private offerings
- Collaborate with internal teams from first call to closed deal
Requirements
- Proven success in outbound sales, business development, or relationship-driven sales
- Active Series 7 and Series 63 licenses
- Live and work permanently in the United States
- Self-motivated, competitive, and comfortable in a performance-driven environment
- Ability to present complex investment opportunities clearly
- High emotional intelligence for navigating sophisticated client relationships
Nice to have
- Experience selling investment products or working with retail investors
- Passion for finance, private equity, and cutting-edge technology sectors
Benefits
- 100% covered Medical/Dental/Vision with choice of 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
Skills
Outlined skills are listed as required.
Full original description
StartEngine is seeking experienced sales professionals to join our Private Equity team and help expand access to one of the most exciting areas of investing: private companies, secondary transactions, and pre-IPO opportunities.
As a Private Equity Associate, you will work directly with accredited investors, building long-term relationships and helping clients evaluate investment opportunities across StartEngine Private’s curated portfolio of private market offerings. This is a consultative sales role focused on educating investors, understanding their objectives, and guiding them through the investment process.
Associates are responsible for developing and managing their own book of business, conducting outbound investor outreach, following up on qualified leads, and driving capital commitments into private market transactions. You’ll have access to a large network of engaged accredited investors and the opportunity to participate in a rapidly growing segment of the financial industry that was traditionally reserved for institutions and ultra-high-net-worth investors.
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
- Proven success in outbound sales, business development, or relationship-driven sales environments
- Active Series 7 and Series 63 licenses required
- Live and work permanently in the United States.
- Experience selling investment products or working with retail investors strongly preferred
- Self-motivated, competitive, and comfortable working in a performance-driven environment
- 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 & Benefits
- 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)