Investor Relations Associate (Private Market Sales)

Moonfare•New York, NY
•$90,000 - $100,000•Onsite

About The Position

Moonfare is experiencing exceptional growth in the North American market. This is a salaried position with a performance bonus, not commission-only, and no existing book is required. You'll work off an existing book and a pipeline of qualified leads, and help build Moonfare's U.S. client base from an early stage. You'll join a small, fast-growing U.S. desk in New York, reporting directly to the Head of U.S. Private Clients.

Requirements

  • A minimum of 2 years in a client-facing role, ideally in financial services, private banking, private equity, or wealth management.
  • Active FINRA Series 7 & 63 licenses (65/66 a plus).
  • Target-driven, and motivated by building something rather than inheriting it.
  • Confident, professional communication style and the ability to engage sophisticated investors.
  • Structured and organized approach to work, with strong attention to detail.
  • Team player with a global mindset and enjoy working across cultures and time zones.

Responsibilities

  • Convert qualified leads into active investors by understanding their needs, articulating Moonfare's value proposition, and guiding them through the investment journey.
  • Own and grow a book of U.S. high-net-worth individuals and family offices, with a focus on long-term, high-quality relationships.
  • Generate new opportunities through planned outreach campaigns, your own network, and referrals.
  • Take a hands-on approach to portfolio oversight and performance discussions, offering data-driven insights tailored to investor goals, and prepare the presentations, portfolio summaries, and communications that deepen trust and reinforce Moonfare's value proposition.
  • Confidently manage complex client questions, concerns, and objections - always aiming to deliver clarity and value.
  • Collaborate closely with internal teams such as Product, Marketing, Compliance, and Investments to ensure a seamless and coordinated investor experience, and bring a critical eye to internal processes to enhance efficiency and the client experience.

Benefits

  • Performance bonus
  • Salaried position
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