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The Company

Launched in 2014, InvestX’s goal is to bring transparency and trust to an opaque marketplace. InvestX is a leading cross border asset manager and pioneer in the pre-IPO equity market. InvestX provides the $30 trillion dollar wealth management industry with the ability to access, invest and trade in late-stage pre-IPO private companies. On behalf of its clients and for its own managed funds, InvestX has invested over US$500 million in portfolio companies that include Palantir, Airbnb, SoFi, Spotify, DocuSign, SpaceX, and many others.

InvestX is backed by leading financial institutions Jefferies, Virtu Financial and Canaccord Genuity. The company has been featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and many other publications. InvestX has been a finalist for Wealthmanagement.com Awards, Benzinga Global fintech Awards, TradingTech Insight Awards USA, and Technical Analyst Awards 2021.

Location: Vancouver, BC (hybrid)

The Role

The Sales Coordinator is responsible for the maintenance and support of the wholesaling and over-the-counter Private Market Team’s trading processes. They will assist the sales and private market teams to maintain the sales funnel and trades databases including maintenance of Salesforce and Airtable platforms. The incumbent will liaise with individuals in the Investment Operations team to facilitate and triage nuances in sales activity customer requirements, solve for sales frictions with back-office systems and platforms, and work directly with Investor Relations to deliver positive customer experiences.

The incumbent will interact with external clients for OTC (over-the-counter) trading when onboarding or supporting inquiries, as well as to facilitate sharing of market dynamics from the InvestX repository or Caplight. The role may support new Broker Dealers with education on trading services and process and provide access and support for same following the execution of a selling agreement.

Leveraging Salesforce, and in conjunction with the team leaders, the role will assist with Marketing to Institutional Firms, Broker/Dealers, RIAs, Advisors, Family Offices and Direct Investors, and investors in InvestX offerings (incl. employees).

You are organized, strong interpersonal communicator involving face-to-face exchange of information, ideas, thoughts between two or more people. Includes both verbal and nonverbal communication. Identifying and developing opportunities to help increase productivity, build relationships, and create a positive work environment.

Responsibilities:

• Manage/ maintain Salesforce data and report generation to ensure accurate and timely reporting
• Manage/ maintain Airtable data repository and configuration of the internal GEM order book systems

• Respond to inquiries and requests through dedicated and resourced dial in numbers, emails, names, maintaining client contact information, interests, and holdings
• Maintain trade information on the platform and coordinates with Sales and Marketing to push Inventory/Offerings out through campaigns originating in Salesforce
• Understand relationships with key contacts and support Sales/Privates Markets leaders as requested
• Organize internal and external meetings, appointments, and related activities

• Assist with scheduling and maintaining relationship-based calls, conferences, email or social campaigns, webinars, podcasts, and interviews

• Prepare presentations for meetings, sales proposals and contracts as directed, working within parameters established by Marketing and Compliance
• Organize selling, transaction, and platform agreements with InvestX legal counsel as necessary
• Setup profiles of our investments on our technology platform, GEM, and maintain accurate information on pricing, bids, offers, etc.
• Help execute marketing campaign activities using and Salesforce, Pardot and communications platforms

Qualifications

• Ideal to have some experience in a similar role, if not then demonstrate an excellent work ethic through previous work
• Understanding of Financial “Markets” and trading acumen
• Order Management System proficiencies
• Exceptional organizational and time management skills with the ability to multi-task

• Highly proficient in Salesforce, Pardot, Airtable, databases, or similar/equivalent
• Proven flexibility when changing work assignments
• Ability to work effectively under daily deadline pressures
• Above average attention to detail
• Excellent people skills with demonstrated ability to communicate with clients and staff tactfully, politely, and diplomatically in person, email and by phone

• Good written communications with accurate proof-reading skills
• Proactive problem solver, including cross-functionally using influence
• Highly proficient with MS Office (PowerPoint, Outlook, Word, Excel)
• Experience in a finance or tech environment is an asset

If this opportunity sounds like it is a good match with your skills, background, and career direction, please apply through our Careers Page (https://www.investx.com/careers/) with your cover letter and resume.

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.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our teams. These requirements may include sharing information in the firm's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. InvestX will consider accommodation requests.