Senior Partner - First-Time Investor Growth Lead

Growth Equity Interview Guide; Menlo Park (CA); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Flexible benefits program

Comprehensive health coverage

Unlimited PTO & parental leave

401(k) with company match

Collaborative team culture

Job summary

Alumni Ventures is seeking a Senior Partner to help convert prospective investors into first-time investors. You’ll manage inbound calls, understand investor motivations, and tailor conversations to meet their needs, building long-term relationships in a collaborative office environment.

In this senior role, you’ll leverage extensive closing experience, document outcomes in HubSpot, and collaborate with marketing to refine lead quality and messaging for high-net-worth clients.

Qualifications

• 7+ years in a closing sales role, preferably in financial services or investment products.
• Strong verbal communicator who builds trust and engages effectively over the phone.
• Skilled at understanding and matching investor needs with appropriate offerings.
• Comfortable adapting conversations in real-time without relying on scripts.
• Ability to learn and discuss venture capital and fund structures credibly.
• Experience with CRM tools like HubSpot for managing leads and documentation.
• Preferred experience selling to high-net-worth investors or familiarity with alternative investments.

Responsibilities

• Manage inbound and warm prospect calls from start to finish.
• Focus on converting new prospects into first-time investors.
• Quickly identify and adapt to each prospect’s motivations.
• Use active listening to connect investor needs with AV offerings.
• Document call outcomes and insights accurately in HubSpot.
• Collaborate with marketing to improve lead quality and messaging.
• Contribute to the development of coaching and performance standards.

Skills

Closing experience

Verbal communication

Investor needs matching

Adaptive conversation

Venture capital knowledge

CRM proficiency (HubSpot)

High-net-worth experience

Tools

HubSpot CRM

Job description

Alumni Ventures is seeking a Senior Partner to help convert prospective investors into first-time investors. You’ll manage inbound calls, understand investor motivations, and tailor conversations to meet their needs, building long-term relationships in a collaborative office environment.

In this senior role, you’ll leverage extensive closing experience, document outcomes in HubSpot, and collaborate with marketing to refine lead quality and messaging for high-net-worth clients.