Sales Manager, High Net Worth

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, FintechIndustries

Requirements

The ideal candidate will have 5+ years of experience in wealth management, consumer finance, or capital markets, along with FINRA certifications such as Series 24, 7, and/or 63/66. A proven track record in sales or direct customer acquisition, experience navigating regulatory compliance, and the ability to develop client acquisition processes are essential. Deep expertise in high net worth financial topics, creative problem-solving skills, public speaking ability, and an independent, intellectually curious mindset are also required. Familiarity with modern AI tools and data analysis languages like SQL or Python is a plus.

Responsibilities

This role involves directly acquiring and advocating for high net worth investors by attracting, acquiring, and retaining them on the Public platform. Responsibilities include building and maintaining a pipeline of prospects from various sources and collaborating with internal teams and external partners to achieve sales goals. The Sales Manager will represent the firm and leverage all available assets and functions to drive investor engagement and growth.

Skills

Wealth Management

Consumer Finance

Capital Markets

Sales

Customer Acquisition

Regulatory Compliance

Process Building

Financial Topics

Problem Solving

Public Speaking

Direct Indexing

Tax-Loss Harvesting

Fixed Income

Equity Capital Markets

Trading

Research

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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