National Accounts Associate, Broker Dealer Business Development

InvestX Capital Ltd.; United States; Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Health & Benefit plan

Job summary

InvestX Capital Ltd. is seeking a National Accounts Associate to drive growth of its U.S. Broker Dealer distribution channel. You will build the top of the funnel, identify decision-makers, and secure meetings with wealth management firms across the U.S.

This role requires a hunter mentality, resilience, and strong CRM discipline. Remote or hybrid options in New York are available, with travel to Canada as needed.

Qualifications

• 3–5+ years of sales or distribution experience within wealth management, asset management, financial services, or alternative investments.
• Proven success in outbound prospecting, cold calling, and generating qualified sales opportunities.
• Strong communication skills engaging senior investment and wealth management professionals.
• Self-directed and comfortable operating in a fast-paced, entrepreneurial environment.
• Willingness to travel between the US and Canada.

Responsibilities

• Prospect & Build Pipeline: conduct high-volume outbound prospecting into targeted Broker Dealers and wealth management firms across the U.S.
• Support National Accounts: coordinate with the National Accounts Lead and prep materials for meetings and follow-ups.
• Develop Market Intelligence: monitor broker-dealer landscape and identify new firms and opportunities.

Skills

Outbound prospecting

Cold calling

CRM & pipeline management

Senior stakeholder communication

Salesforce

Tools

Salesforce

Sales prospecting platforms

Job description

The Company

InvestX launched in 2014 and is a late-stage venture fund investing out of Fund 5. With over US$700 million in investments and 35+ portfolio companies including Palantir, Anthropic, SpaceX, Airbnb, SoFi, Spotify, DocuSign, and many more, we work with leading North American wealth management firms and family office clients to offer multi-position and single-purpose funds.

InvestX is backed by leading financial institutions including Jefferies, Virtu Financial, and Canaccord Genuity and has been featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and other leading publications.

About the Role

We are looking for a driven, high-energy National Accounts Associate to support the growth of InvestX's U.S. Broker Dealer distribution channel. This is a prospecting-heavy sales role for someone who enjoys opening doors, making cold calls, finding the right decision-makers, and turning new conversations into qualified opportunities.

Working closely with the National Accounts Lead, you will be responsible for building the top of the sales funnel across Broker Dealers and other wealth management firms throughout the U.S. You will research target firms, identify key contacts, execute outbound prospecting campaigns, secure meetings, and help move opportunities through the National Accounts pipeline and approval process.

We're looking for a true hunter mentality: someone persistent, competitive, resourceful, comfortable hearing "no," and motivated by creating opportunities where relationships don't already exist.

Location

United States (Remote) or Hybrid (3-days in office) New York

What You'll Do

Prospect & Build Pipeline

• Conduct high-volume outbound prospecting into targeted Broker Dealers and wealth management firms across the U.S.
• Cold call, email, and leverage LinkedIn and other prospecting tools to identify and engage prospective National Accounts.
• Research target organizations and identify the right home office contacts, decision-makers, investment teams, due diligence professionals, and other key stakeholders.
• Secure qualified introductory meetings for the National Accounts Lead.
• Consistently build and maintain a strong pipeline of new opportunities.
• Follow up persistently and creatively to turn initial outreach into active conversations.
• Maintain accurate prospecting activity, contacts, opportunities, and next steps within Salesforce.

Support National Accounts

• Partner closely with the National Accounts Lead to prioritize target firms and execute the broader National Accounts strategy.
• Prepare research, meeting materials, prospect intelligence, and follow-up for prospective accounts.
• Support opportunities from initial outreach through due diligence and platform approval.
• Coordinate with Legal, Compliance, Operations, Marketing, and Sales throughout the approval and onboarding process.
• Track account progress, outstanding requirements, and next steps to keep opportunities moving.
• Support ongoing engagement with home office contacts, investment committees, due diligence teams, and other stakeholders.

Develop Market Intelligence

• Build a strong understanding of the Broker Dealer and wealth management landscape.
• Monitor competitor activity, platform developments, and trends in private markets and alternative investments.
• Gather market feedback on InvestX's products, positioning, and advisor demand.
• Identify new firms, contacts, and opportunities that should be added to the National Accounts pipeline.

What We're Looking For

• 3-5+ years of sales, business development, wholesaling, or distribution experience within wealth management, asset management, financial services, or alternative investments.
• Demonstrated success in outbound prospecting, cold calling, and generating qualified sales opportunities.
• Comfortable spending a significant portion of the day actively prospecting and engaging new contacts.
• A natural hunter who is energized by building relationships from scratch rather than solely managing established accounts.
• Persistent and resilient—you are comfortable with rejection and know consistent follow-up is part of successful sales.
• Strong communication skills and confidence engaging senior investment and wealth management professionals.
• Curious and resourceful, with the ability to research organizations and find the right path into an account.
• Highly organized with strong CRM and pipeline management discipline.
• Self-directed and comfortable operating in a fast-paced, entrepreneurial environment.
• Collaborative and comfortable supporting a senior National Accounts leader while taking ownership of your prospecting activity and results.
• Eligibility to travel between the US and Canada to attend meetings; ability to travel as needed.
• A Background Check including Criminal Record, Credit, and other verificationsasrequiredfor this position.

Nice to Have

• Existing relationships within the Broker Dealer, RIA, or broader wealth management ecosystem.
• Experience with private equity, private credit, venture capital, hedge funds, or alternative investment products.
• Familiarity with Broker Dealer due diligence and platform approval processes.
• Experience using Salesforce and sales prospecting platforms.
• FINRA Series 7 and 63 or willingness to obtain relevant licensing.

What Success Looks Like

• Consistent outbound prospecting activity and new account penetration.
• Qualified meetings generated with targeted firms.
• Growth of the National Accounts pipeline for new Broker Dealers
• Conversion of prospects into active due diligence and approval opportunities.
• Progression of firms through the approval process.
• Strong CRM discipline and consistent follow-through.
• Contribution to new platform approvals and, ultimately, asset growth.

Salary & Benefits

• 2026base salaryrange is $130,000 - $160,000USDplusincentive plan and equity.

• Actual salaries may vary based on factors, such as skill, experience,location,and qualifications for therole.

• Comprehensive Health & Benefit plan.

InvestX welcomes applications from all qualified candidates, including women, persons with disabilities, aboriginal peoples, Indigenous peoples, visible minorities, race, color, religion, sex, sexual orientation, gender identity, or national origin. Reasonable accommodation for applicants with disabilities is available upon request in connection with the recruitment process. gender identity, or national origin. Reasonable accommodation for applicants with disabilities is available upon request in connection with the recruitment process.