Senior Salesperson

CO_AFSCLLC Apex Fund Services (Charlotte) LLC; New York (NY); On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Job summary

Apex Group in New York, NY, is seeking a Senior Sales Professional to drive primary and secondary distribution of private funds and SPV structures. You will cultivate relationships with end investors and intermediaries to develop a robust book of business.

The ideal candidate has a Finance/ Economics background, 10+ years in private markets, and FINRA licenses; you will engage with cross-functional teams, travel to conferences, and lead market initiatives.

Qualifications

• Bachelor’s degree in Finance or Economics; MBA preferred.
• 10+ years in private markets distribution and secondary trading.
• FINRA Series 7 and 63 (or 66) required.
• Excellent communication and relationship management skills.

Responsibilities

• Develop and drive a sales strategy for primary and secondary distribution of private funds/SPV structures.
• Target RIAs, family offices, wealth managers, private and secondary market platforms and broker-dealer networks.
• Partner with product, operations and compliance for onboarding and execution with partners.
• Represent the firm at conferences, webinars and industry events.
• Provide sales reporting, market feedback and investor sentiment analysis.
• Collaborate with Marketing to develop presentations and materials.

Skills

Finance degree

MBA

BS/BA in finance

Statistics

Master’s degree

10+ years sales

FINRA 7/63/66

Relationship management

Public speaking

Education

Bachelor's in Finance or Economics

MBA

Master's degree in related field

Job description

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you

Description

Apex Group has an exceptional opportunity for a seasoned Senior Sales Professional. Following our recent acquisition of U.S. broker-dealer and ATS licenses, we are uniquely positioned to facilitate capital raising for thousands of existing fund manager clients, as well as non-Apex clients seeking our cutting-edge services. Our advanced technology and infrastructure are fully operational for traditional securities and tokenized instruments (pending FINRA approval). ApexInvest Markets LLC, a U.S. broker-dealer specializing in private market fund distribution and secondary trading, seeks an experienced Senior Sales Professional. The ideal candidate will possess a proven track record in institutional and intermediary sales, with the ability to cultivate new target relationships and leverage established connections with end investors and intermediaries to develop a robust book of business. Prior experience or foundational knowledge of asset tokenization is highly desirable.

Key Responsibilities

• The ideal candidate will develop and drive a sales strategy for primary and secondary distribution of private funds/SPV structures.
• Develop and execute a sales strategy targeting RIAs, family offices, wealth managers, private and secondary market execution platforms and broker-dealer networks.
• Prioritize key initiatives by region and segment to ensure appropriate solution focus.
• Partner closely with product, operations, and compliance teams to ensure seamless onboarding and execution for distribution partners.
• Represent the firm at conferences, webinars, and industry events to expand market visibility and engagement.
• Provide regular sales reporting, market feedback, and investor sentiment analysis to guide business development priorities.
• Work with Marketing to develop and enhance internal and external presentations & marketing materials that properly represent the broker-dealer’s activities

Skills Required

• Bachelor’s degree in Finance or Economics; MBA a plus BS/BA in finance, accounting, mathematics, statistics, or related field required; Master’s Degree preferred 10+ years of sales experience in private markets distribution and secondary trading with a proven track record (Director allocator or intermediary channels preferred).
• Strong knowledge of private placements (closed and open-ended funds, SPVs, etc), and secondary trading of private securities.
• Strong work ethic and positive attitude among fast-changing environment and priorities
• Working knowledge of DeFi or Asset Tokenization, blockchain and distributed ledger technology a plus.
• Active FINRA Series 7 and 63 (or 66) required
• Excellent communication, relationship management, and presentation skills.

Location: NY midtown office (4 days in-office).

Salary ranges from USD $ 200,000 - $ 225,000 additional market competitive variable uncapped compensation based on performance. Compensation within this range is dependent on individual's skills, experience and qualifications.

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us