Investment Account Executive
2 weeks ago
$120K OTE First Year
Job Description
Balco Management, a rapidly growing, private investment firm based in Brickell, Miami, FL, is seeking financial sales professionals and proven producers to join our team in Miami, FL.
With a focus on three core sectors, Real Estate, Agribusiness, and Consumer Lending, Balco Management packages private credit opportunities into Reg D offerings that meet a wide range of investor priorities, such as maximizing tax-deferred growth, creating fixed-income streams, and protecting capital through diversification.
As an Investment Account Executive with Balco Management, you’ll be on the front lines of connecting investors trying to build wealth with companies that need capital.
About You:
- Two or more years of client-facing experience with financial products sales or raising capital
- Excellent communication and persuasion skills
- Self-motivated, high energy
- Network of high-net-worth/accredited investors highly desirable
Responsibilities:
- Grow the existing portfolio of private equity and private credit investment clients by leveraging existing contacts and generating new leads to meet capital raise targets
- Collaborate with onboarding team members to complete the paperwork, facilitate investor relations, and documentation process
- Work with the Director of Investor Relations to deepen and broaden client relationships by delivering a full suite of investment solutions, including private equity and private credit/debt offerings
- Periodic travel throughout FL and US major metros to source new business, visit existing clients, and attend industry conferences and events.
Compensation:
- Base salary + Monthly Bonus + Profit Participation
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