Senior Investment Sales Executive
About The Position
The Senior Investment Sales Executive plays a critical role in Alumni Ventures’ growth by converting prospective investors into first-time investors and creating a foundation for long-term relationships. Reporting to the EVP of Nurture Marketing within the Investor Conversion Pillar, this role owns inbound and warm prospect conversations from qualification through close. The executive identifies prospects’ motivations and venture-investment goals, then matches them with an appropriate Alumni Ventures offering, which may include a syndicate deal, Alumni Fund, Focused Fund, or Foundation Fund. This is a solution-selling role focused first on zero-to-one conversion: helping net-new prospects make their first AV investment. The executive also establishes trust and understanding that can support a long-term annual-allocation relationship, which the Relationship Management team will carry forward. The position works closely with Marketing and Nurture teams and contributes to coaching, call-quality standards, and performance practices as the Investor Conversion Pillar grows. Alumni Ventures describes its culture as five days per week in-office.
Requirements
- At least 7 years of experience in a closing sales role, ideally in financial services, investment products, or another high-consideration, relationship-driven sale.
- Strong verbal communication skills and the ability to build trust, sustain engagement, and guide nuanced conversations by phone.
- Ability to diagnose prospects’ needs, listen before recommending, and adapt to different motivations, experience levels, and buying signals.
- Comfort adapting in real time rather than relying on a prescribed script.
- Ability to learn and speak credibly about venture capital, fund structures, and portfolio construction, or demonstrated ability to quickly develop fluency in complex products.
- Ability to handle a high volume of prospect conversations while maintaining call quality, accurate documentation, and follow-through.
- Comfort receiving specific coaching based on call recordings and performance data and applying feedback.
- Experience with HubSpot or a comparable CRM for pipeline management, call documentation, and follow-up.
- Active use of AI tools to improve prospect research, call preparation, and follow-up, with independent judgment applied to the output.
Nice To Haves
- Experience selling to retail or high-net-worth accredited investors.
- Familiarity with syndications, SPVs, or other alternative investment products.
Responsibilities
- Own inbound and warm prospect and investor calls from qualification through close.
- Help net-new prospects make their first AV investment while establishing a strong foundation for the Relationship Management team.
- Identify prospect motivations and adapt conversations in real time rather than relying on a fixed talk track.
- Use active listening and discovery to understand investors’ goals and connect them with an appropriate AV offering.
- Recognize buying signals, hesitation, and objections, and guide prospects toward informed decisions.
- Explain AV’s “see the deal, then decide” approach and the investment opportunities and access available through AV.
- Document call outcomes, prospect insights, and next steps accurately in HubSpot, and advance the lead pipeline through disciplined follow-up.
- Partner with Marketing and Nurture teams to provide feedback on lead quality and improve pre-conversation messaging and education.
- Contribute to Senior Partner coaching, call-quality standards, and performance practices.
- Use AI tools for prospect research, call preparation, information synthesis, and personalized follow-up, applying sound judgment to investor interactions.
Benefits
- Comprehensive health coverage with multiple plan options, including employer-funded deductible support and HSA contributions.
- Dental and vision plans with multiple coverage tiers.
- HSA, FSA, and commuter benefits, including a monthly employer contribution.
- 401(k) with company match and immediate vesting.
- Company-paid life and disability insurance, plus optional supplemental coverage.
- Employee assistance program, health advocacy, and wellness resources.
- Flexible, unlimited PTO and generous paid parental leave.
- 10 company holidays.
- Eligible employees may receive incentive compensation, equity, and a corporate bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
