Sales Manager, Active Traders

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Fintech, Investment PlatformIndustries

Requirements

Candidates must have 5+ years of experience in a premier consumer finance and/or capital markets organization. Possession of FINRA certifications such as Series 24, Series 7, Series 4, and/or 63/66 is required. A proven track record of sales and/or direct customer acquisition success, along with experience operating within regulatory compliance constraints, is essential. The ability to develop client acquisition processes and a deep understanding of capital markets and active trading, including equities, crypto, and options, are necessary. Bonus points are awarded for familiarity with API-based trading, equity capital markets, trading, research, financial data, platform providers, AI tools, and programming languages like SQL and Python.

Responsibilities

The Sales Manager, Active Traders will be responsible for directly acquiring and advocating for active traders on the Public platform. This role involves working across all functions and utilizing all available assets to attract, acquire, and retain active traders. Key duties include building and maintaining a pipeline of high-potential prospects from various sources and collaborating with external partners when necessary to achieve sales goals. The position also requires representing the firm and speaking publicly.

Skills

Sales

Customer Acquisition

Pipeline Management

Partner Management

FINRA Certifications

Capital Markets

Active Trading

Equities

Crypto

Options Trading

Regulatory Compliance

Process Development

API Trading

Equity Capital Markets

Financial Data

Public

Offers high-yield cash accounts and investment services

About Public

Public.com provides a high-yield cash account with a 5.1% annual percentage yield (APY), allowing customers to earn interest on their cash. It serves individual investors by offering a platform to buy bonds and engage in equity trades, while sharing 50% of its options trading revenue with customers for transparency. The company uses artificial intelligence to deliver real-time data and analysis, helping users make informed investment decisions. Public.com aims to empower individual investors with accessible financial tools and information.

New York City, New YorkHeadquarters

2019Year Founded

$403.2MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Health, dental, & vision

Parental leave

Sick leave

401k with 4% match

Gym memberships

FSA & HSA

Reproductive care

Risks

Increased competition from fintech platforms may dilute Public.com's market share.

Volatility in cryptocurrency markets could affect user trust in Public.com's crypto services.

Rising interest rates may challenge the attractiveness of Public.com's high-yield cash account.

Differentiation

Public.com offers fractional ownership across diverse assets, including stocks, crypto, and collectibles.

The platform provides AI-driven data analytics for personalized investment insights and recommendations.

Public.com shares 50% of its options revenue with customers, ensuring transparency and trust.

Upsides

Public.com raised $135M in Series D, supporting its commission-free trading platform expansion.

The platform's high-yield cash account offers a competitive 5.1% APY, attracting cash investors.

AI-powered analysis of earnings calls provides users with deeper insights into company performance.

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