Director of Concierge & Sales

About Us:

Public is the long-term investing platform. Investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios for the long haul. Launched in 2019, Public has been trusted with billions in assets of affluent investors. Headquartered in New York City, it's raised over $400M from investors like Accel and Tiger Global.

What you'll do:

You'll be directly responsible for managing our high-touch, high-value member Concierge team, with direct responsibility for the asset & revenue growth of Public's most valuable members. You'll be responsible for working with all functions and utilizing all assets at Public to solve problems and deliver the best possible investing experience to Concierge members. You will, where required, identify and work with external partners to fulfill Concierge member needs to deliver on this experience.

You will build and nurture individual relationships with these members, and monitor their activity for opportunities to improve their investment experience and outcomes.

In addition, you will be responsible for managing our Sales team, composed of team members focused on acquiring Active Traders, API Traders, and High Value Members, where you will be ultimately responsible for member acquisition and conversion in those verticals.

What we're looking for:

* 6+ years experience working in a premier consumer finance and/or wealth management (or private banking) organization

* Track record of acquiring, building, and growing client relationships directly, and managing individuals that do so.

* Experience working within regulatory compliance constraints to deliver business outcomes

* Ability to build processes and approaches for managing clients

* Creative problem solver on behalf of company and clients

* Independent operator

* Comfort with ambiguity

* Intellectual curiosity

* Active Public member (sign up today!)

Bonus Points:

Deep understanding of all asset classes in a multi-asset high-net worth portfolio, including equities, fixed income, alternatives, and structured products

Experience working with algorithmic and/or systematic (ie API-based) traders

Experience operating as an advisor to wealth management clients

Experience managing or advising on client liabilities and delivering credit and other non-investments products

Equity capital markets, trading, and/or research experience

Experience with markets and financial data (e.g., exchange data, fundamental data), and platform providers (e.g., Bloomberg)
Fluency with data and interest in learning) SQL and/or Python programming languages

Series 24, Series 7, and/or 63/66 (or other FINRA certifications)

Public is an equal employment opportunity employer to all employees and applicants for employment and prohibits discrimination and harassment of any type. We celebrate people of all race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or expression. The compensation range for this role is $130,000 - $160,000 based on skills and experience, plus variable comp based on performance.