Investor Relations Associate (Registered 7 & 63)

Location: Palo Alto, CA. Hybrid position (2 days in office required)

Hiring Manager: Senior RevOps Analyst

Salary Range: $70,000-$90,000/yr

The employee stock options system is broken. While receiving stock options should be a life-changing opportunity for employees, many just can’t afford to exercise them. Equitybee is here to fix this problem by helping startup employees fund their options and take ownership of their hard-earned shares. If you love startups, and are hungry for success, this position is the right fit for you. What’s better than helping fellow startup builders participate in the success of the companies they worked so hard to build? www.equitybee.com

About the role…

Guide new investors through the onboarding process, from account setup and profile creation through their first investment

Keep management systems up-to-date with accurate investor information

Educate investors on account services and platform capabilities

Receive, review, and process investor transaction requests accurately and in a timely manner

Support the deployment of fund capital by facilitating the creation of commits and transactions

Handle investor support emails and provide excellent customer service to Equitybee's investor community

Help with the preparation of reports and other materials for investor communications

Coordinate with the Compliance, Legal, and Investor Relations teams to resolve any issues that arise

Identify opportunities to improve onboarding and transaction workflows

About you…

Must have FINRA Series 7 and Series 63 licenses or 66

1–2 years of experience in client service within the financial services industry

Bachelor's degree required; degree in Finance or Economics is a plus

Excellent communicator with solid interpersonal skills

Detail oriented, nothing gets past you

Strong team player who can also work well independently

Proficient in Microsoft Office Suite and working knowledge of a CRM system

Familiarity with securities regulations and accredited investor requirements

Currently located within commutable distance to Palo Alto, CA

Advantages…

Experience with secondary transactions, stock options, or private offerings

Strong familiarity with the startup ecosystem

Benefits...

Healthcare & Dental Coverage | We offer comprehensive plans for healthcare, dental, vision, monthly wellness, FSA/HSA

Flexible Paid Time Off | Take the time that you need to rest and recharge. We encourage it!

401k Match | We’ll match a percentage of your contributions as you save for your goals of retiring on a beach somewhere!

Stock Options | As an Employee-Centric company (both internally and externally), we offer competitive stock options packages to participate in the success of building Equitybee. Own what you build!

Dog-Friendly Office | Bring your pup into work and join the Equitybee dog-pack!

Lunch | Lunch delivered during office days

Fun Times | We genuinely enjoy each other’s company, and care about each other as people, so we have frequent team and company events, happy hours, and hangouts.