Associate, Sales & Trading

1 мес. назад

120k–240k USD / yearCanadaWorldwideJuniorOnsite

Sales & Trading Associate working with clients to facilitate share transactions on 's secondary market platform.

Обязанности

Serve as the first point of contact for clients, managing their experience and guiding them through the platform and secondary market.
Build trust and rapport with clients by providing clear, actionable market insights.
Support the team and customer through the transaction lifecycle, through various channels such as email, phone, or live chat, from initial inquiry and onboarding to execution and closing, ensuring all legal, compliance, and operational requirements are met.
Conduct detailed reviews of transaction documentation and platform data to maintain accuracy and minimize errors.
Partner with operations, legal, and internal stakeholders to troubleshoot issues and deliver efficient, timely closings.
Source and qualify new clients (both buyers and sellers) through outreach, referrals, and platform activity, driving engagement and platform liquidity.
Track pipeline activity and transaction metrics with precision, ensuring the desk maintains high standards for speed, compliance, and client satisfaction.
Become a platform expert, seamlessly guiding customers through their journey and providing customer support at any stage.

Условия

Highly competitive salary commensurate with experience and contribution.
Opportunity to participate in ownership of a rapidly growing company through our employee stock option plan.
Comprehensive 100% employer-paid health & dental premiums and a Health/Personal Spending Account for Canadian employees. (An employer-subsidized benefits program is available for US-based team members).
If you are based in Vancouver, enjoy a dedicated desk in our Vancouver, BC HQ, in the heart of downtown, with a fridge stocked with healthy snacks and drinks, an onsite gym, and a gorgeous rooftop amenity.
Enjoy a $20-per-day commuter benefit for every day you work in our Vancouver HQ.
An engaging social calendar, including bi-weekly catered lunches, bi-weekly “Friday bar,” team workouts, annual summer party, and holiday party, two “onsite” all-team retreats each year, semi-annual team-building events, and Women’s Network events.
Significant opportunities for growth into team leadership and management roles.
Entrepreneurial culture and a small and dynamic team.
Sponsorship, immigration, and relocation for exceptional candidates.
is committed to fostering an inclusive workplace where all individuals have an opportunity to succeed.

Другое

is redefining how private companies and their shareholders access liquidity. Through its institutional-grade platform, brings together buyers, sellers, and issuers to facilitate secondary transactions in venture-backed, pre-IPO companies, introducing efficiency, transparency, and standardization to an otherwise opaque asset class.
Recognized as one of Canada’s fastest-growing companies and backed by leading U.S. investors, is profitable, well-capitalized, and building a high-performance team to meet growing demand and pursue new market opportunities.
Interested in learning more about life at ? Check out our careers page to see how you can grow with us!
As an Associate, Sales & Trading , you will be a key member of 's front-line team, working directly with individuals who are looking to buy or sell shares on our platform. In this role, you'll be a blend of client-facing and operational. You will guide clients through the entire transaction process while ensuring a seamless, compliant, and efficient experience from start to finish.
A client-focused professional with 1–3 years of relevant experience, such as institutional sales/trading, investment banking, private equity, venture capital, investor relations, business development or investment sales.
Have experience prospecting and generating leads in a high-volume outreach environment.
Demonstrate skills in balancing relationship management with rigorous operational detail, ensuring every transaction is executed flawlessly.
Bring a high degree of organization and ruthless prioritization, with the ability to manage multiple client relationships and transaction workflows in a fast-paced environment.
Possess strong financial acumen or a demonstrated ability to quickly master complex market dynamics.
Have FINRA Series 7 and 63 licenses, or able to obtain shortly after joining.
This is an ideal role for someone who thrives on direct client interaction and wants to develop deep market and product expertise in a high-paced transactional environment, while also taki
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