Junior Alternative Investments Advisor


Anywhere Remote only

Full time

Aug 9

About Equi

We help investors unlock generational wealth by providing access to investments normally reserved for the institutions and the ultra wealthy. We evaluate thousands of investments to provide our customers one diversified, and managed portfolio of alternative asset investments (things that are not stocks and bonds). Best of all, we are powered by an intuitive and easy to use software platform that our customers can use anywhere. Learn more at www.equi.com.

Our culture is driven by the values we collectively share and live together:

  • Tikkun Olam (#TO, 🌎 ): Intent matters; and we’re committed to making our world a better place.
  • Be a fiduciary (#BF, 🏦 ): We always act in our customers’ best interests.
  • Renaissance ambition (#RA, 🎨 ): We pursue constant learning and self-development outside of work.
  • Cheetah Craftsmanship (#ChC, 🐆 ): We sprint, innovate through obstacles, and produce excellent work; then recharge and reflect just as intensely, constantly honing and improving our craft.
  • Lift each other up (#LEOU, 🙌🏼 ): We act for the greater good of the team, not our own self-interest.
  • Conscious candor (#CC, 👂🏼 ): We listen and communicate honestly and provide feedback directly while being self-aware and compassionate.
  • No lone wolves; Equi’s hunt & build systems together (#NLW, 🐺 ): We hunt as a pack, collaborate to avoid information silos, and build systems to make good things easy for the future.

Position Overview

Equi is looking for a Junior Alternative Investments Advisor to help craft and execute our process for investor prospecting and outreach. You will be speaking directly with customers daily and largely running the discovery and initial interview steps of our customer journey. You’ll be one of the key assets needed to grow our customer base and deliver world class alternative investment solutions to our customers!

This is not your first rodeo - you’ve likely worked in the private wealth, hedge fund, family office or FinTech space before, and are familiar with investing and what it takes to successfully qualify customers and understand their needs. You’re interested in being part of a startup, and you know how to take an idea and work with others to transform it into reality. You’re detail oriented, great at investor prospecting and qualification, and highly conscientious. You’ll be expected to think critically, creatively, and "outside the box" as you work with others to build out Equi's sales process.

Own: what is this person singularly responsible for?

  • Partner with our Marketing and Asset Management teams, crafting and executing our process for investor prospecting and outreach
  • Set up scripts and schedules for cadenced investor contact to close AUM
  • Develop and manage investor relationships
  • Drive the creation of investor outreach materials while ensuring the collateral is consistent with our existing marketing efforts
  • Assist and arrange with set up for investor calls and follow-ups
  • Triage and answer questions related to our product and escalate to the Asset Management team where necessary
  • Proactively guide investors through our on-boarding process and stay apprised of next steps
  • Liaise with Fund Operations team on all hand-off items and ensure all information is transferred in a timely fashion

Assist: what will this person be involved in, or collaborating with other individuals + teams on?

  • Partner with Marketing and Asset Management teams to create collateral needed for investor prospecting and outreach
  • Partner with Fund Operations to ensure a smooth and timely hand-off of items related to the investment process
  • Partner with Asset Management to assist and arrange setting up investor calls and necessary follow-ups

Knowledge: what experience does this person need to possess?

  • 2+ years’ of direct sales experience both inbound and outbound in financial services, ideally in the hedge fund or family office space
  • FINRA SIE and Series 7 licenses required. Bonus points for Series 17 and 22 licenses, or, willing to pass within the first 90 days of employment
  • Strong financial experience including but not limited to investment banking, hedge funds, family office, and FinTech
  • Exceptionally strong modeling skills and deep knowledge of Excel and PowerPoint
  • Strong broker/sales background
  • Strong verbal communication and writing skills with in depth experience creating presentations, collateral, and leading sales calls

Learn: what can they learn on the job?

  • Deep knowledge of the alternative investments space needed to help sell current and new Equi products
  • Become an expert on the Equi platform with the ability to guide investors through the platform and answer all questions
  • Specifics of Equi's asset management strategy
  • Collaboration with Sales and Marketing to create unique investor-facing sales materials

Equi is a fully remote global team that offers competitive salaries, benefits, health insurance, 401(k), a learning and development budget, and the flexibility to work from anywhere in the world. We also facilitate two in-person team retreats (one US, one global) every year in a fun location.

To create a platform where all feel welcome, we want our workforce to reflect the diversity of the customers we seek to serve. We encourage everyone interested in our purpose to apply. We do not discriminate on the basis of race, gender, religion, sexual orientation, age, or any other trait that unfairly targets a group of people. In accordance with the San Francisco Fair Chance Ordinance, we always consider qualified applicants with arrest and conviction records.

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