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About the Role

Seeking a motivated and well-connected Broker Dealer (BD) Business Development, Senior Associate to expand our US Broker Dealer distribution channel. This individual will identify and prospect leads for new Broker Dealers while managing the approval process to enable firms to offer InvestX private market investment solutions. This role is ideal for a self-starter with an established network within the Broker Dealer community and a proven track record of opening new relationships and raising assets for alternative investments. The successful candidate will work closely with National Accounts, Sales, Marketing, and Compliance to build a scalable pipeline of new BD opportunities.

Responsibilities

Identify, prospect, and engage new BDs across the U.S.
Develop and execute a strategic territory plan focused on acquiring new advisory firms.
Leverage existing industry relationships to generate National Accounts meetings with decision-makers, CIOs, investment committees, and portfolio managers.
Build and maintain a robust pipeline of qualified BD opportunities using Salesforce and other prospecting tools.
Represent the firm at industry conferences, networking events, and advisor meetings.
Support Head of National Accounts through the due diligence and approval process from initial introduction to platform approval.
Coordinate with Compliance, Legal, Operations, and National Accounts to facilitate onboarding.
Support Head of National Accounts in managing relationships with investment committees, due diligence teams, and home office contacts.
Track approval status and proactively remove obstacles to accelerate timelines.
Maintain detailed knowledge of each firm's investment process, alternative investment requirements, and platform structure.
Build long-term relationships with key BD decision-makers.
Conduct presentations, webinars, and training sessions to increase awareness and adoption.
Partner with the Head of National Accounts to support firms after approval and drive asset growth.
Identify trends within the BD marketplace.
Monitor competitor activity and platform developments.
Provide feedback on product positioning, pricing, and advisor demand.

Requirements

7+ years of business development experience within wealth management or alternative investments.
Demonstrated success selling private equity, private credit, venture capital, hedge funds, or other alternative investment products.
Existing network of Broker Dealer decision-makers, CIOs, investment committees, and financial advisors.
Proven experience securing new BD approvals and navigating due diligence processes.
Strong understanding of the independent wealth management industry.
Experience working with private market or alternative investment managers.
Knowledge of accredited investor regulations and alternative investment structures.
Experience using Salesforce or similar CRM platforms.
FINRA Series 7 and 63 preferred.

Skills

Exceptional prospecting and business development skills.
Strong relationship-building and networking abilities.
Strategic thinker with a consultative sales approach.
Excellent presentation and communication skills.
Highly organized with strong pipeline management.
Self-motivated and comfortable working independently.
Results-oriented with a history of exceeding sales targets.

Location

United States (Remote)
Hybrid - New York

Work Type

Remote
Hybrid

Experience Level

7+ years

Salary/Compensations

$150,000 - $170,000 USD

Benefits

Incentive plan
Equity
Comprehensive Health & Benefit plan

About the Company

InvestX launched in 2014 is a late-stage venture fund investing out of Fund 5.
With over US$700 million in investments and 35+ portfolio companies including Palantir, Anthropic, SpaceX, Airbnb, SoFi, Spotify, DocuSign, and many more.
We work with leading North American wealth management firms and family office clients to offer our multi-position and single purpose funds.
InvestX is backed by leading financial institutions Jefferies, Virtu Financial, and Canaccord Genuity.
Has been featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and many other publications.

Equal Opportunity

InvestX welcomes applications from all qualified candidates, including women, persons with disabilities, aboriginal peoples, Indigenous peoples, visible minorities, race, color, religion, sex, sexual orientation, gender identity, or national origin.
Reasonable accommodation for applicants with disabilities is available upon request in connection with the recruitment process.