Director of Concierge & Sales

Public•New York, NY

2d•$130,000 - $160,000

About The Position

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 productsExperience working with algorithmic and/or systematic (ie API-based) tradersExperience operating as an advisor to wealth management clientsExperience managing or advising on client liabilities and delivering credit and other non-investments productsEquity capital markets, trading, and/or research experienceExperience 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 languagesSeries 24, Series 7, and/or 63/66 (or other FINRA certifications)

Requirements

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!)

Nice To Haves

Deep understanding of all asset classes in a multi-asset high-net worth portfolio, including equities, fixed income, alternatives, and structured productsExperience working with algorithmic and/or systematic (ie API-based) tradersExperience operating as an advisor to wealth management clientsExperience managing or advising on client liabilities and delivering credit and other non-investments productsEquity capital markets, trading, and/or research experienceExperience 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 languagesSeries 24, Series 7, and/or 63/66 (or other FINRA certifications)

Responsibilities

managing our high-touch, high-value member Concierge team
direct responsibility for the asset & revenue growth of Public’s most valuable members
working with all functions and utilizing all assets at Public to solve problems and deliver the best possible investing experience to Concierge members
identify and work with external partners to fulfill Concierge member needs to deliver on this experience
build and nurture individual relationships with these members, and monitor their activity for opportunities to improve their investment experience and outcomes
managing our Sales team, composed of team members focused on acquiring Active Traders, API Traders, and High Value Members
ultimately responsible for member acquisition and conversion in those verticals

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