Senior Salesperson

Apex Group Ltd • Charlotte, NC

1d • $200,000 - $225,000 • Onsite

About The Position

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Description Apex Group has an exceptional opportunity for a seasoned Senior Sales Professional. Following our recent acquisition of U.S. broker-dealer and ATS licenses, we are uniquely positioned to facilitate capital raising for thousands of existing fund manager clients, as well as non-Apex clients seeking our cutting-edge services. Our advanced technology and infrastructure are fully operational for traditional securities and tokenized instruments (pending FINRA approval). ApexInvest Markets LLC, a U.S. broker-dealer specializing in private market fund distribution and secondary trading, seeks an experienced Senior Sales Professional. The ideal candidate will possess a proven track record in institutional and intermediary sales, with the ability to cultivate new target relationships and leverage established connections with end investors and intermediaries to develop a robust book of business. Prior experience or foundational knowledge of asset tokenization is highly desirable.

Requirements

• Bachelor’s degree in Finance or Economics; MBA a plus
• BS/BA in finance, accounting, mathematics, statistics, or related field required; Master’s Degree preferred
• 10+ years of sales experience in private markets distribution and secondary trading with a proven track record (Director allocator or intermediary channels preferred).
• Strong knowledge of private placements (closed and open-ended funds, SPVs, etc), and secondary trading of private securities.
• Strong work ethic and positive attitude among fast-changing environment and priorities
• Active FINRA Series 7 and 63 (or 66) required
• Excellent communication, relationship management, and presentation skills.

Nice To Haves

• Working knowledge of DeFi or Asset Tokenization, blockchain and distributed ledger technology a plus.

Responsibilities

• The ideal candidate will develop and drive a sales strategy for primary and secondary distribution of private funds/SPV structures.
• Develop and execute a sales strategy targeting RIAs, family offices, wealth managers, private and secondary market execution platforms and broker-dealer networks.
• Prioritize key initiatives by region and segment to ensure appropriate solution focus.
• Partner closely with product, operations, and compliance teams to ensure seamless onboarding and execution for distribution partners.
• Represent the firm at conferences, webinars, and industry events to expand market visibility and engagement.
• Provide regular sales reporting, market feedback, and investor sentiment analysis to guide business development priorities.
• Work with Marketing to develop and enhance internal and external presentations & marketing materials that properly represent the broker-dealer’s activities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees