Associate - Institutional Sales - Family Offices
Ligo Partners Family Office, New York, New York, us, 10261
***This is a remote position, US-based only***
***Only candidates with active FINRA credentials (series 7/63) will be considered***
The Opportunity Our rapidly growing Family Office is looking for a motivated institutional sales associate to develop and implement relationships with potential co-investors, including but not limited to UHNW individuals; family offices and institutional funds.
Candidates should have the right blend of sales skills, analytical talent and business know-how. We're especially looking for someone with great communication skills, as you'll be expected to interact with UHNW clients on a daily basis. This position involves conference calls/Zoom meetings with seasoned investors specializing in VC stage private companies; contacting Family Offices and other Ultra High Net Worth (UHNW) individuals to establish rapport and discuss investments. Planning and overseeing new marketing/company initiatives. Researching organizations and individuals to find new opportunities. Increasing the value of current investors while attracting new ones.
Responsibilities
Identify potential investors to bring to our platform and complete appropriate research on their business and investment needs
Develop relationships with prospective investors, while maintaining existing investor relationships.
Deliver pitches for our existing investors.
Requirements
Only candidates with active FINRA credentials will be considered
Previous experience with sales to UHNW individuals; family offices or institutional funds
High level of interest in tech investments and startup investments
Exceptional written and verbal communication skills
Great leadership skills.
Top-notch analytical skills
High ticket, high intensity sales
Understanding of developing and cultivating relationships with an understanding that "Rome Was Not Built in a Day"
Current or former Financial Advisors and Registered Investment Advisors are encouraged to apply
Special accommodations for applicants with existing books of businesses can be made
Job Type
Full-Time
Compensation
$80,000 base pay, plus bonus up to 300% of base salary, upon annual performance review
Ligo Partners is a single family office based between Miami and New York. We invest with our discrete and invitation-only consortium of like-minded investors into disruptive tech-focused deal flow sourced directly from top venture capital firms and investors worldwide.
Hence, 100% of our deal flow has a lead, is warmly referred, often proprietary and mostly off-market.
In parallel, Ligo Partners family office invests in tech debt financings; tech secondaries; traditional roll-up strategies with a tech component and off-market real estate opportunities.
Since 2022, Ligo Partners have deployed $750mm into 103 companies backed by tier-one investors; 11 investment funds anchored by tier-one sponsors - and successfully exited 24 venture-backed companies.
#J-18808-Ljbffr
***Only candidates with active FINRA credentials (series 7/63) will be considered***
The Opportunity Our rapidly growing Family Office is looking for a motivated institutional sales associate to develop and implement relationships with potential co-investors, including but not limited to UHNW individuals; family offices and institutional funds.
Candidates should have the right blend of sales skills, analytical talent and business know-how. We're especially looking for someone with great communication skills, as you'll be expected to interact with UHNW clients on a daily basis. This position involves conference calls/Zoom meetings with seasoned investors specializing in VC stage private companies; contacting Family Offices and other Ultra High Net Worth (UHNW) individuals to establish rapport and discuss investments. Planning and overseeing new marketing/company initiatives. Researching organizations and individuals to find new opportunities. Increasing the value of current investors while attracting new ones.
Responsibilities
Identify potential investors to bring to our platform and complete appropriate research on their business and investment needs
Develop relationships with prospective investors, while maintaining existing investor relationships.
Deliver pitches for our existing investors.
Requirements
Only candidates with active FINRA credentials will be considered
Previous experience with sales to UHNW individuals; family offices or institutional funds
High level of interest in tech investments and startup investments
Exceptional written and verbal communication skills
Great leadership skills.
Top-notch analytical skills
High ticket, high intensity sales
Understanding of developing and cultivating relationships with an understanding that "Rome Was Not Built in a Day"
Current or former Financial Advisors and Registered Investment Advisors are encouraged to apply
Special accommodations for applicants with existing books of businesses can be made
Job Type
Full-Time
Compensation
$80,000 base pay, plus bonus up to 300% of base salary, upon annual performance review
Ligo Partners is a single family office based between Miami and New York. We invest with our discrete and invitation-only consortium of like-minded investors into disruptive tech-focused deal flow sourced directly from top venture capital firms and investors worldwide.
Hence, 100% of our deal flow has a lead, is warmly referred, often proprietary and mostly off-market.
In parallel, Ligo Partners family office invests in tech debt financings; tech secondaries; traditional roll-up strategies with a tech component and off-market real estate opportunities.
Since 2022, Ligo Partners have deployed $750mm into 103 companies backed by tier-one investors; 11 investment funds anchored by tier-one sponsors - and successfully exited 24 venture-backed companies.
#J-18808-Ljbffr