Director of Concierge & Sales

About the role

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.

Responsibilities

• In addition, you will be responsible for managing our Sales team, composed of team members focused on acquiring Active Traders, API Traders, and High Value Members, where you will be ultimately responsible for member acquisition and conversion in those verticals.

Requirements

• 6+ years experience working in a premier consumer finance and/or wealth management (or private banking) organization
• Track record of acquiring, building, and growing client relationships directly, and managing individuals that do so.
• Experience working within regulatory compliance constraints to deliver business outcomes
• Ability to build processes and approaches for managing clients
• Creative problem solver on behalf of company and clients
• Independent operator
• Comfort with ambiguity
• Intellectual curiosity
• Active Public member (sign up today!)
• Bonus Points:

Benefits

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