Financial Sales / Private Markets Associate

We’re Hiring: Financial Sales / Private Markets Associate

Location: Seattle or San Francisco Bay Area

Employment Type: Full-Time

Industry: Private Markets | Alternative Investments | Financial Services

Compensation : $50,000–$100,000 base salary, plus performance-based commission/bonus.

Final compensation will be based on experience and qualifications.

UpMarket is seeking a motivated, entrepreneurial, and relationship-driven Financial Sales / Private Markets Associate to join our growing sales team.

In this role, you will build relationships with high-net-worth and accredited investors, introduce private-market and alternative-investment opportunities, and support clients throughout the investment process.

Key Responsibilities:

- Develop and maintain relationships with HNW/UHNW and accredited investors

- Conduct investor outreach through calls, emails, referrals, networking, webinars, and events

- Schedule and lead investor meetings and product presentations

- Clearly communicate investment strategies, structures, fees, liquidity terms, potential opportunities, and key risks

- Manage the sales pipeline from initial outreach through subscription and funding

- Coordinate with Sales, Investments, Operations, and Compliance teams

- Maintain accurate investor activity and follow-up records in the CRM

- Build referral relationships and identify new investor-acquisition channels

- Attend conferences, webinars, investor events, and other business-development activities

- Conduct all sales activities in accordance with applicable firm policies and regulatory requirements

Qualifications:

- Bachelor’s degree in Finance, Economics, Business, or a related field preferred

- 1–5+ years of relevant experience in financial sales, wealth management, private banking, investment management, alternative investments, or capital raising preferred

- Experience working with HNW/UHNW or accredited investors is highly desirable

- Strong communication, presentation, prospecting, and relationship-management skills

- Interest in private equity, venture capital, pre-IPO companies, private credit, hedge funds, and alternative investments

- Ability to understand complex investment products and explain them clearly

- Self-motivated, organized, and comfortable working in a performance-driven environment

- Strong professional judgment and attention to compliance requirements

Licensing:

FINRA securities licenses are preferred where applicable. Candidates holding relevant registrations, including Series 7 and Series 63 or 66, are encouraged to apply. Licensing requirements will depend on the position’s responsibilities and applicable regulatory requirements.

What We Offer:

- Exposure to a broad range of private-market and alternative-investment opportunities

- Opportunities to build relationships with sophisticated HNW/UHNW investors

- Competitive compensation with performance-based incentives

- Ongoing professional development and investment-product training

- Career-advancement opportunities as our sales organization grows

- A collaborative environment across Sales, Investments, Operations, and Compliance

How to Apply:

Please email your resume and cover letter to View email address on click.appcast.io.

Important: Applications submitted only through LinkedIn Easy Apply or a similar simplified way will not be reviewed. To be considered, candidates must send both a resume and cover letter directly to View email address on click.appcast.io.