USA National Accounts Executive

InvestX -- The Company

InvestX Capital Ltd. is a young fast-moving company launched in March 2014 backed by a number of institutional investors. InvestX gives broker dealer's retail high net worth clients access to exclusive late stage investments like DocuSign, Spotify, UBER, Pinterest, and Dropbox in retail size allotments for the first time. Growth equity is one of the top performing asset classes but until InvestX had only been available to institutional and ultra-high net worth investors.

InvestX has been featured and covered by the Wall Street Journal, Fin Alternatives, Dow Jones, Globe & Mail, Thomson Reuters, New York Times and others.


Role -- USA National Accounts Executive 

Business Development & Distribution

You’re the ideal candidate if you are a rainmaker, thrive and excel in a fast-paced work environment and enjoy working closely with—and rely upon—a super smart and entrepreneurial team of people fired up about growing a great company.

This is a great opportunity for a high performing, strategic door opener who loves expanding distribution.  Your primary role will be to establish relationships and position InvestX products and services to wealth management & broker-dealer firms in North America. You will be selling the InvestX platform as a partnership that will allow the advisors at the partner firm to be able to access and purchase investments from the InvestX platform.  The target is typically executive committee members in capital markets, new product committee, and equity syndication so previous experience selling to wealth management firms and sell-side firms are definite assets.

You’ll be a key part of a team that helps create a new industry marketplace.  Our company culture is based on professionalism, team, and entrepreneurial drive.

Main Responsibilities:

Expand Distribution Channels: Achieve quarterly targets (2- 200+ advisor firms who have approved the distribution of InvestX products) by actively hunting for, qualifying and closing partnerships with wealth management firms to be able to offer InvestX offerings to their advisors and clients.  Manage and maintain relationships between executives and the InvestX account team to help provide guidance on what compliance and legal issues are required to be solved.
Sales Ability: Able to present the InvestX products and overall model to senior executives at wealth management firms. Demonstrate the core strategies associated with our programs and specific attributes of our products and services.  You understand how to work with executive sponsors and to build champions within firms.
Industry Experience: Understanding how syndication-based deals are put together. The policies, regulations, and strategies associated with the wealth management industry. Experience in putting finance deals together through sell and buy-side organisations
Efficient:  Highly motivated, self-starter who can work independently out of home office.  Strong presentation and follow up skills.  You have good command and have actively used salesforce or equivalent
Teamwork:  Work with internal stakeholders to identify and develop ideas and themes for investment products as well as capital sources.  Provide monthly “Learning” reports detailing strategy, cause and effect, and learnings.  Successfully build and foster team-based relationships across our organisation to ensure customer satisfaction and additional sales growth.
All-In: ; Bring your passion and expertise to maximise your understanding of the market, our partners and what it’ll take to be a leader in this space.

Education and Experience Requirements:

  • Bachelor’s Degree
  • 5+ years’ experience in sales or business development in the financial services industry
  • Private equity, venture capital, sell side or wealth management firm experience
    • Demonstrated team player with the abilit to motivate and maintain strong working relationships
    • A willingness to dig in when it's crunch time


The Ideal Candidate:

  • You are head-over-heels passionate about all things in wealth management and sales, and you strive to make an impact with your work. If you could retire comfortably today, you would still be working within this field
  • You have worked in a regulated environment
  • Passionate self-starter with a passion for connecting with people, sales process and driving new business
  • You believe strongly in building win-win relationships and closing deals. For you, it isn’t just making things happen, it’s a way of thinking, driving and executing
  • Coolness Factor - You aren’t a drone or a pessimist. A unique personality with a positive outlook is very important to us.
  • Smart with an entrepreneurial spirit
  • Experience working in a small company and out of a home office
  • Is comfortable in constrained budget/resource environments
  • You have a track record of high achievement

If this sounds like an opportunity for you, please apply and send us your resume today!

To apply or refer a candidate please click here.