Public

Sales Manager, High Net Worth

United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, FintechIndustries

Job Description: High Net Worth Investor Acquisition

Salary: [Not Specified] Location Type: [Not Specified] Employment Type: [Not Specified]


About Public

Public is the long-term investing platform. Investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios for the long haul. Launched in 2019, Public has been trusted with billions in assets of affluent investors. Headquartered in New York City, it’s raised over $400M from investors like Accel and Tiger Global.


What You'll Do

  • Directly acquire and advocate for high net worth investors at Public.
  • Work with all functions and utilize all assets at Public to attract, acquire, and retain high net worth investors on our platform.
  • Build and maintain a pipeline of high potential prospects, sourced from Public-generated and advocate-generated sources.
  • Identify and work with external partners to deliver on your goals, where required.

Note: This role has an uncapped bonus structure based on sales performance.


What We're Looking For

  • 5+ years of experience working in a premier wealth management, consumer finance, and/or capital markets organization.
  • Series 24, Series 7, and/or 63/66 (or other FINRA certifications).
  • Track record of sales and/or direct customer acquisition success.
  • Experience working within regulatory compliance constraints to deliver business outcomes.
  • Ability to build processes and approaches for acquiring clients.
  • Deep expertise and engagement with high net worth financial topics.
  • Creative problem solver on behalf of company and clients.
  • Ability to represent the firm and speak publicly.
  • Independent operator.
  • Intellectual curiosity.
  • Active Public member (sign up today!).

Bonus Points

  • Deep understanding of all needs of self-directed high net worth investors.
  • Experience working with or selling direct indexing and/or tax-loss harvesting.
  • Experience working with or selling the full spectrum of fixed income instruments.
  • Fixed income, equity capital markets, trading, and/or research experience.
  • Experience with markets and financial data (e.g., exchange data, fundamental data), and platform providers (e.g., Bloomberg).
  • Ability to use modern AI tools to scale your productivity and impact.
  • Fluency with data (and interest in learning) SQL and/or Python programming languages.

Company Culture & Commitment

Public is an equal employment opportunity employer to all employees and applicants for employment and prohibits discrimination and harassment of any type. We celebrate people of all race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or expression.

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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