Remote Private Equity Coordinator – Training Path

StartEngine; United States; Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Remote work - 100%

Unlimited PTO

401K program

Equity package

Paid parental leave

WeWork usage (optional)

Team off-sites

Paid licensing support

Job summary

StartEngine is seeking a Private Equity Coordinator to connect with accredited investors and introduce them to exclusive private market opportunities, including pre-IPO and secondary offerings. This 120-day development program includes sponsorship for the SIE, Series 7, and Series 63 exams, with a clear promotion path to a Senior Private Equity Associate.

The role emphasizes building relationships, educating investors, and scheduling introductory meetings with Senior Private Equity Associates,

Qualifications

• 4 year Bachelor’s degree (or equivalent).
• High volume outbound sales experience required.
• Strong written and verbal communication skills.
• Comfort making outbound calls and engaging investors professionally.
• Experience in finance, investing, fintech, or private markets.
• Highly organized, disciplined, and results-driven mindset.

Responsibilities

• Proactively outreach to accredited investors via phone, email, and other channels.
• Qualify investor interest and educate prospects on StartEngine’s private market offerings.
• Book discovery calls and meetings for Private Equity Associates.
• Maintain detailed notes and activity tracking in CRM systems.
• Collaborate with sales leadership to refine messaging and outreach strategies.
• Develop understanding of private markets, secondaries, and pre-IPO investing.
• Represent the StartEngine brand with professionalism and integrity.

Skills

Outbound sales

Communication skills

Cold calling

Finance knowledge

Organization

Curiosity

Coachability

Education

Bachelor's degree (or equivalent)

Tools

CRM

Job description

StartEngine is seeking a Private Equity Coordinator to connect with accredited investors and introduce them to exclusive private market opportunities, including pre-IPO and secondary offerings. This 120-day development program includes sponsorship for the SIE, Series 7, and Series 63 exams, with a clear promotion path to a Senior Private Equity Associate.

The role emphasizes building relationships, educating investors, and scheduling introductory meetings with Senior Private Equity Associates,