Sales, National Accounts

The Company

Launched in 2014, InvestX a leading fintech company and pioneer in the pre-IPO asset class, provides the $30 trillion dollar wealth management industry with the ability to access, invest and trade in late-stage private companies. Portfolio companies include Palantir, Airbnb, SoFi, Spotify, DocuSign, SpaceX and many others. InvestX empowers its broker dealer clients with a technology platform, InvestX GEM, a secondary marketplace that simplifies the complexities of transacting in the private markets.

InvestX is backed by leading institutional investors including Jefferies, Virtu Financial and Canaccord Genuity. The company has been featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and many other publications. This year, InvestX has been a finalist for Awards, Benzinga Global fintech Awards, TradingTech Insight Awards USA, Technical Analyst Awards 2021 and BC Tech Awards.

Location:  New York

About the Role

We are seeking an experienced relationship manager to grow our institutional business as a Sales, National Accounts leader and be responsible for finding and building new intermediary platform relationships. This position will serve as the primary resource for key intermediaries such as Wirehouses, Private Banks, Independent Broker-Dealers, RIA aggregators and custodians, as well as other wealth management platforms.

You will participate in the strategic planning, including segmentation and relationship management strategy, and lead the onboarding of new strategies and platforms with a thorough understanding of and engagement with key internal and external stakeholders. This requires knowledge of all aspects of the business, including client type, product, pricing, CRM, and compliance. This position requires a strategic thinker and a collaborative hands-on sales leader.


  • Leverage the firm’s resources to create value and deliver solutions that meet the needs of our strategic partners
  • Maintain and build key relationships, identifying business development opportunities, and fostering relationships with key centers of influence
  • Develop, implement, and execute a strategic business plan for supporting and growing key relationships
  • Manage onboarding, training and continued service of key COI’s at partner broker dealers
  • Working with third party due diligence organizations to lead to successful outcome
  • Improve product availability and placement across platforms and recommended lists
  • Coordinate marketing, sales, and support activities for these accounts with team members, wholesalers, and other internal teams
  • Identify marketing and sales opportunities and work closely with other teams across the organization to successfully execute campaigns
  • Represent the firm at selected national and regional conferences


  • Bachelor’s degree in Finance, Business, Marketing, Communications and/or related field preferred; MBA, CFA, CFP & CIMA a plus
  • 10+ years experience covering national accounts
  • FINRA license, Series 7
  • Strong understanding of investment products, services, and distribution partners / investment manager selection and asset allocation process
  • Well-respected and connected within the finance industry, with relationships at wirehouses, private banks, BDs, IBDs, RIA aggregators, RIA custodians, and other wealth management platforms
  • Experience working across marketing, sales, compliance, legal, administrative, and investments
  • Strong analytical skills, critical thinking skills, and problem-solving skills
  • Demonstrated communication and presentation skills
  • A high level of professionalism and diligence
  • Motivated to achieve success, a strong work ethic, collaborative team member
  • Strong organizational and project management skills
  • Strong relationship management and client service skills
  • Ability to work independently and as part of cross-functional team
  • Ability to work independently while supporting group initiatives
  • Ability to travel up to 50% of the time
  • Eligibility to travel between the US and Canada to attend occasional meetings; ability to travel as needed
  • A Criminal Record Check and Credit Check is required for this position

If this opportunity sounds like it is a good match with your skills, background, and career direction, please apply through our Careers Page with your cover letter and resume.