Own end-to-end recruitment for senior sales roles.
Proactively source candidates through your personal network across the brokerage, institutional sales, and private banking / wealth management sectors.
Guide candidates through the full recruitment process: outreach, screening, interviews, offer negotiation, and close.
EXANTE is a pioneering wealth tech company delivering centralized trading solutions and B2B financial infrastructure through innovative technology. As a rapidly expanding global firm with over 700 employees from 70+ nationalities across 70 locations, they are a frontrunner in the financial sector that prioritizes investing in their people.
Work directly with sophisticated investors in pre-IPO and secondary markets.
Maintain trust, resolve issues, and elevate the investor journey.
Provide professionalism, speed, and precision at the intersection of fintech and private markets.
StartEngine is a FinTech company that drives the future of fundraising and alternative investing. They have helped over 550 companies raise more than $1.5B from retail investors and are dedicated to delivering a high-touch, white-glove experience to their accredited investor community.
Own the client relationship end-to-end, serving as the primary point of contact for institutional investor clients.
Deliver final review and sign-off on diligence results for loan portfolios before outcomes are presented to clients.
Lead securitization compliance ensuring all diligence deliverables meet SEC reporting requirements and rating agency standards for approved trades.
PLACE is building a category-defining company at the intersection of real estate, technology, business services, and the consumer. They are a profitable, hypergrowth startup on the path to an IPO, and their team is scrappy with high standards, committed to execute the best work.
Serves as the lead fundraising strategist and major gifts officer.
Responsible for cultivating high-net-worth individuals, corporate leaders, family foundations, and institutional partners.
Manages a defined major gift portfolio and is accountable for revenue generation, pipeline development, and strategic donor engagement.
Blue Star Families is the largest nonprofit dedicated to making military life better for families. Each year, they support over 1.5 million military- and veteran-connected family members through a national network of 300,000+ members and local chapters in communities across the country. They are a lifestyle organization, a friend and neighbor, and a trusted partner.
Drive new business growth across financial institutions.
Build and manage a strong pipeline of potential prospects.
Represent Addition Wealth at industry events and meetings.
Addition Wealth redefines financial health by making personalized financial expertise inclusive and accessible. They empower individuals with digital tools and access to financial professionals, backed by top fintech VCs, and recognized as a World Economic Forum Top Innovator.
Support development/management of fundraising and partnerships pipelines.
Conduct research on prospective funders and synthesize findings.
Help manage the lifecycle of opportunities from research to stewardship.
ALX Africa is a non-profit organization dedicated to unlocking the potential of Africa's digital future by providing tech skills training and career acceleration programs. They aim to empower 2 million Africans by 2030 and have hubs in 8 cities across Africa, providing access to quality learning and expert instructors.
Manage accounts of selected high-net-worth individuals.
Build and maintain strong relationships via email, phone, and Telegram.
Maximize revenue by understanding client needs and satisfying them with Nexo's products.
Nexo is building the future model of financial wealth - dynamic, accessible, and designed for a new generation of forward-thinking investors. They are a team of builders, strategists, analysts, creatives, and operators united by a shared mindset: advancement.
Hunt for new business across luxury retail, real estate, and fintech.
Manage the full outbound cycle, positioning crypto escrow and wallet screening solutions.
Pitch to luxury dealers and private banks, explaining how we make crypto transactions safe and simple.
HKR.TEAM is a dynamic and innovative start-up that simplifies global HR with a transparent, tech-savvy culture that values feedback, ownership, and quick decision-making. We have a fantastic mix of US and European clients.
Cultivate and solicit major gifts from individuals in the region
Develop new relationships and build robust prospect pool, as well as retain and upgrade existing donors
Play a leadership roll in the planning of the annual regional conference and Luncheon
EMILYs List works to elect Democratic pro-choice women up and down the ballot. They have helped elect the country’s first woman as vice president, 193 women to the House, 29 to the Senate, 22 governors, and over 1,600 women to state and local office.
Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients
Represent and provide expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients
Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today they serve over 31,300 families in more than 90 cities across the U.S. and their employee base and client-facing team are composed of 50% women, reflecting their commitment to diversity.
Build and maintain strong relationships with senior management and C-level stakeholders across strategic accounts
Lead and develop a team of account managers, establishing scalable processes across onboarding, implementation, and ongoing account management
Design and optimize end-to-end post-sales workflows to ensure a seamless client experience from contract close through go-live and beyond
Polygon Labs is a global blockchain payments company building and operating infrastructure to move money instantly, reliably, and at internet scale, with the mission to move all money onchain. Its infrastructure has facilitated trillions of dollars in onchain value transfer.
Conducting comprehensive due diligence on potential investment opportunities.
Building and maintaining financial models to support investment decisions.
Cultivating relationships with entrepreneurs, industry experts, and other investors.
co-pace GmbH drives strategic value creation by identifying, partnering with, and investing in promising early-stage technology companies. They provide startups with capital and direct access to AUMOVIO’s global mobility and industry expertise, supporting the development of future-relevant business and technology opportunities.
Collaborate with leadership to design and execute engagement strategies for new development opportunities.
Identify and cultivate relationships with high-net-worth individuals, foundations, corporations, and government programs.
Build and manage a dynamic, evergreen pipeline of prospects and partners, balancing short-term opportunities with long-term relationship-building.
Parallel Squared Technology Institute (PTI) is a non-profit research institute aiming to catalyze a leap in protein analysis technology and use it to explore new biological frontiers. PTI supports open research and educational opportunities supporting rapid career development for scientists, engineers, and mathematicians.
Support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform.
Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.
TermGrid is rewriting the rules of private capital markets by building the category-defining operating system for deal professionals. They are the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage their financing workflows.
Drive pipeline and revenue growth for Kraken 360, our collection of product offerings purpose-built for token and digital asset teams
Own the full sales cycle — from sourcing and qualification to close — across projects, foundations, and token teams
Build and manage a network of third-party partners (VCs, accelerators, market makers, service providers, and more) across a spectrum of services relevant to our clients
Kraken is a mission-focused company rooted in crypto values. They aim to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. As a fully remote company, Kraken has employees in 70+ countries.
Lead by sourcing and securing large-scale partnership opportunities.
Build and lead high-performing sales and business development efforts.
Provide market insights and strategic recommendations to the CEO.
Placemakr combines apartment living, vacation rentals, and hotel stays into one experience. They partner with developers, property operators, and investors to curate apartment-like spaces, creating unique guest experiences and adding value to real estate.
Monitor and maintain compliance with relevant laws and regulations.
Assist with the formation of investment vehicles.
Assist with investor onboarding, inquiries, and requests.
Allocate is the intelligent operating system for private market investing. They help wealth advisors, institutional investors, and fund managers access curated opportunities, launch private vehicles, and manage portfolios without operational drag. They value a commitment to continuous improvement and civil discourse.
Take full ownership of your regional business plan.
Build strong, long-term partnerships with financial advisers.
Promote AJ Bell’s full range of investment solutions.
AJ Bell is a leading UK investment platform business and a FTSE 250 success story. They provide award-winning solutions for everyone, from professional financial advisers to first-time investors and are recognized as one of the UK’s Best 100 Companies to Work For with a supportive and collaborative culture.