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Director of Concierge & Sales

PublicNew York, New York
On-site Full-time $130K/yr - $200K/yr

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Experience Level

Senior Level Manager

Qualifications

Minimum of 6 years of experience in a leading consumer finance, wealth management, or private banking setting. Proven track record in acquiring, nurturing, and expanding client relationships, along with experience managing teams focused on these objectives. Familiarity with regulatory compliance and the ability to deliver results within those frameworks. Strong skills in developing client management processes and strategies. Creative problem solver who advocates for both the company and clients. Ability to work independently and thrive amidst ambiguity. Demonstrated intellectual curiosity and eagerness to learn. Must be an active member of Public (sign up today!).

About the job

About Us:

At Public, we are revolutionizing the investing landscape by providing a long-term investment platform that harnesses the power of AI alongside a diverse array of asset classes, including stocks, bonds, cryptocurrencies, and options. Launched in 2019, we've earned the trust of affluent investors, managing billions in assets. With our headquarters in New York City and over $400M raised from esteemed investors such as Accel and Tiger Global, we are poised for significant growth and innovation.

What You'll Do:

As the Director of Concierge & Sales, you will lead our dedicated Concierge team, focused on delivering exceptional service and fostering growth for Public’s most valued members. You will leverage all available resources within the organization to solve challenges and enhance the investment experience for our Concierge members. This includes identifying external partnerships to meet member needs and building strong relationships to optimize their investment experiences and outcomes.

Additionally, you will oversee our Sales team, aimed at attracting Active Traders, API Traders, and High-Value Members. Your leadership will be essential in driving member acquisition and conversion in these key areas.

About Public

Public is not just an investing platform; we are a community that empowers individuals to take control of their financial futures. By integrating cutting-edge technology with a commitment to user-centric service, we provide our members with the tools and insights they need to build robust, diversified portfolios. Join us in shaping the future of investing and experience a journey where your financial goals are our top priority.

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