At a Glance
- Tasks: Lead our Concierge Sales team to enhance member investment experiences and drive revenue growth.
- Company: Join Public, a cutting-edge investing platform trusted by affluent investors since 2019.
- Benefits: Competitive salary, performance bonuses, and a dynamic work environment in NYC.
- Other info: Opportunity for career growth in a fast-paced, collaborative culture.
- Why this job: Make a real impact on high-value members' investment journeys with innovative solutions.
- Qualifications: 6+ years in consumer finance or wealth management, with strong relationship-building skills.
The predicted salary is between 130000 - 160000 £ per year.
About Us Public is the long-term investing platform. Investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios for the long haul. Launched in 2019, Public has been trusted with billions in assets of affluent investors. Headquartered in New York City, it’s raised over $400M from investors like Accel and Tiger Global.
What you’ll do You’ll be directly responsible for managing our high-touch, high-value member Concierge team, with direct responsibility for the asset & revenue growth of Public’s most valuable members. You’ll be responsible for working with all functions and utilizing all assets at Public to solve problems and deliver the best possible investing experience to Concierge members. You will, where required, identify and work with external partners to fulfill Concierge member needs to deliver on this experience. You will build and nurture individual relationships with these members, and monitor their activity for opportunities to improve their investment experience and outcomes. In addition, you will be responsible for managing our Sales team, composed of team members focused on acquiring Active Traders, API Traders, and High Value Members, where you will be ultimately responsible for member acquisition and conversion in those verticals.
What we’re looking for:
- 6+ years experience working in a premier consumer finance and/or wealth management (or private banking) organization
- Track record of acquiring, building, and growing client relationships directly, and managing individuals that do so.
- Experience working within regulatory compliance constraints to deliver business outcomes
- Ability to build processes and approaches for managing clients
- Creative problem solver on behalf of company and clients
- Independent operator
- Comfort with ambiguity
- Intellectual curiosity
- Active Public member (sign up today!)
Bonus Points:
- Deep understanding of all asset classes in a multi-asset high-net worth portfolio, including equities, fixed income, alternatives, and structured products
- Experience working with algorithmic and/or systematic (ie API-based) traders
- Experience operating as an advisor to wealth management clients
- Experience managing or advising on client liabilities and delivering credit and other non-investments products
- Equity capital markets, trading, and/or research experience
- Experience with markets and financial data (e.g., exchange data, fundamental data), and platform providers (e.g., Bloomberg)
- Fluency with data and interest in learning SQL and/or Python programming languages
- Series 24, Series 7, and/or 63/66 (or other FINRA certifications)
Public is an equal employment opportunity employer to all employees and applicants for employment and prohibits discrimination and harassment of any type. We celebrate people of all race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or expression.
The compensation range for this role is $130,000 - $160,000 based on skills and experience, plus variable comp based on performance.
Director of Concierge Sales employer: Framework Ventures
At Framework Ventures, we pride ourselves on being an exceptional employer in the fast-paced world of crypto and Web3 technology. Our collaborative work culture fosters innovation and creativity, providing employees with ample opportunities for professional growth and development. Located in a vibrant startup environment, we offer competitive benefits and the chance to work on groundbreaking projects that are shaping the future of finance.
StudySmarter Expert Advice🤫
We think this is how you could land Director of Concierge Sales
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Framework Ventures. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Director of Concierge Sales
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Framework Ventures.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Framework Ventures's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Framework Ventures
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Framework Ventures.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Framework Ventures will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Framework Ventures employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
