Associate, Sales & Trading

Move Concierge; Vancouver; Hybrid; CAD 120,000 - 240,000; Full time

Benefits offered by this job

Employee stock option plan

100% employer-paid health & dental

Vancouver HQ desk and amenities

$20 per day commuter benefit

Engaging social calendar and team活动

Growth into leadership roles

Sponsorship, immigration, relocation

Job summary

Clarity in Vancouver, BC is seeking an Associate, Sales & Trading to be a key member of the front-line team. You will work directly with clients who want to buy or sell shares on our platform, guiding them through the entire transaction process in a compliant and efficient manner.

You will balance client engagement with operational precision, providing market insights, supporting across channels, and ensuring accurate documentation and timely closings, while pursuing growth and maintaining high

Qualifications

• 1–3 years of experience in institutional sales/trading or related fields.
• Experience prospecting and generating leads in high-volume outreach.
• Ability to balance relationship management with operational detail.
• Strong organizational skills and prioritization in a fast-paced environment.
• Demonstrated financial acumen and quick mastery of market dynamics.
• FINRA Series 7 and 63 licenses, or ability to obtain shortly after joining.

Responsibilities

• Serve as the first point of contact for clients, managing their experience and guiding them through the Clarity platform and secondary market.
• Build trust and rapport with clients by providing clear, actionable market insights.
• Support the team and customer through the transaction lifecycle, through various channels such as email, phone, or live chat, from initial inquiry and onboarding to execution and closing, ensuring all legal, compliance, and operational requirements are met.
• Conduct detailed reviews of transaction documentation and platform data to maintain accuracy and minimize errors.
• Partner with operations, legal, and internal stakeholders to troubleshoot issues and deliver efficient, timely closings.
• Source and qualify new clients (both buyers and sellers) through outreach, referrals, and platform activity, driving engagement and platform liquidity.
• Track pipeline activity and transaction metrics with precision, ensuring the desk maintains high standards for speed, compliance, and client satisfaction.
• Become a Clarity platform expert, seamlessly guiding customers through their journey and providing customer support at any stage.

Skills

Client-focused

Lead generation

Multi-channel communication

Organizational skills

Financial acumen

FINRA Series 7 & 63

Job description

Clarity is redefining how private companies and their shareholders access liquidity. Through its institutional-grade platform, Clarity brings together buyers, sellers, and issuers to facilitate secondary transactions in venture-backed, pre-IPO companies, introducing efficiency, transparency, and standardization to an otherwise opaque asset class.

Recognized as one of Canada's fastest-growing companies and backed by leading U.S. investors, Clarity is profitable, well-capitalized, and building a high-performance team to meet growing demand and pursue new market opportunities.

Interested in learning more about life at Clarity? Check out our careers page to see how you can grow with us!

As an Associate, Sales & Trading, you will be a key member of Clarity's front-line team, working directly with individuals who are looking to buy or sell shares on our platform. In this role, you'll be a blend of client-facing and operational. You will guide clients through the entire transaction process while ensuring a seamless, compliant, and efficient experience from start to finish.

In this role, your responsibilities would include:

• Serve as the first point of contact for clients, managing their experience and guiding them through the Clarity platform and secondary market.

• Build trust and rapport with clients by providing clear, actionable market insights.

• Support the team and customer through the transaction lifecycle, through various channels such as email, phone, or live chat, from initial inquiry and onboarding to execution and closing, ensuring all legal, compliance, and operational requirements are met.

• Conduct detailed reviews of transaction documentation and platform data to maintain accuracy and minimize errors.

• Partner with operations, legal, and internal stakeholders to troubleshoot issues and deliver efficient, timely closings.

• Source and qualify new clients (both buyers and sellers) through outreach, referrals, and platform activity, driving engagement and platform liquidity.

• Track pipeline activity and transaction metrics with precision, ensuring the desk maintains high standards for speed, compliance, and client satisfaction.

• Become a Clarity platform expert, seamlessly guiding customers through their journey and providing customer support at any stage.

Required Experience:

• A client-focused professional with 1–3 years of relevant experience, such as institutional sales/trading, investment banking, private equity, venture capital, investor relations, business development or investment sales.

• Have experience prospecting and generating leads in a high-volume outreach environment.

• Demonstrate skills in balancing relationship management with rigorous operational detail, ensuring every transaction is executed flawlessly.

• Bring a high degree of organization and ruthless prioritization, with the ability to manage multiple client relationships and transaction workflows in a fast-paced environment.

• Possess strong financial acumen or a demonstrated ability to quickly master complex market dynamics.

• Have FINRA Series 7 and 63 licenses, or able to obtain shortly after joining.

Compensation:

Highly competitive compensation commensurate with experience and contribution.

• Vancouver, BC: $120,000-$240,000

For this role, the estimated total compensation range is listed above. The actual base salary, variable bonus (if applicable), and options grant will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the range for this role may be modified.

Benefits & Perks:

• Opportunity to participate in ownership of a rapidly growing company through our employee stock option plan.

• Comprehensive 100% employer-paid health & dental premiums and a Health/Personal Spending Account for Canadian employees. (An employer-subsidized benefits program is available for US-based team members).

• If you are based in Vancouver, enjoy a dedicated desk in our Vancouver, BC HQ, in the heart of downtown, with a fridge stocked with healthy snacks and drinks, an onsite gym, and a gorgeous rooftop amenity.

• Vancouver based employees enjoy a $20-per-day commuter benefit for every day you work in our downtown HQ.

• An engaging social calendar, including bi-weekly catered lunches, bi-weekly “Friday bar,” team workouts, annual summer party, and holiday party, two “onsite” all-team retreats each year, semi-annual team-building events, and Clarity Women’s Network events.

• Significant opportunities for growth into team leadership and management roles.

• Entrepreneurial culture and a small and dynamic team.

• Sponsorship, immigration, and relocation for exceptional candidates.

Clarity is committed to fostering an inclusive workplace where all individuals have an opportunity to succeed.

AI, automated tools, and applicant privacy notice:

As part of our recruitment and hiring process, Clarity may use automated tools, including artificial intelligence (AI), to assist in screening applications, evaluating candidate qualifications, and supporting interview processes. These tools are designed to support and inform human decision-making and are not used as the sole basis for any employment decision.

We may collect, use, and analyze personal information you provide in connection with your application, including generating insights or inferences to assess job-related qualifications. This information is used for recruitment, evaluation, and compliance purposes in accordance with applicable law.

We take reasonable steps to evaluate and monitor our hiring tools and practices to promote fairness, consistency, and non-discrimination. Where required by applicable law - including in Ontario, Quebec, New York City, Illinois, and California - we conduct or rely on assessments such as bias audits, honor rights related to automated decision-making, and provide additional disclosures on request.

Depending on your location, you may have certain rights with respect to your personal information and the use of automated processing, including the right to request access to, correction of, or deletion of your information, or to receive additional information about our data practices. We honor such rights where required by applicable law.

For accommodation requests or questions about this notice, contact [e-mail].