Senior Salesperson

Apex GroupCharlotte, NC
$200,000 - $225,000Onsite

About The Position

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
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