Investment Division Open Positions

Investment Sales

The Opportunity

  • Investment Sales

Key Responsibilities

  • Sales and business development – sell the investment and raise capital through high net worth individuals, family offices, pension plans, and institutional investors.
  • Identify, create, and develop direct and referral relationships for a consistent, quality flow of new investment opportunities.     

Professional Experience & Qualifications

  • Proven sales, new business development, and closing skills
  • At least 5 years of recent investment sales experience involving family offices, registered investment advisors, and/or institutional investors
  • Bachelor's degree or equivalent

Location and Hours

  • Newport Beach, CA (home office)
  • Full-time employee (exempt)

Compensation & Benefits

  • Base Salary
  • Bonuses
    • Performance-Based
    • Employee Referral Program
  • Stock Grants
  • Health Benefits for employee 
    • Medical, Dental and Vision
    • Life Insurance (employee only)
    • Optional Individual Insurance Plans
  • Paid Time Off (Vacation, Personal and Sick Days)
  • Paid Holidays
  • Training and Development Programs
  • Discounted Health Club Membership
  • Business Casual Days
  • Flexible Hours / Alternative Scheduling

For immediate consideration:

  • Email your resume to

Submit Your Resume

Please submit your resume, along with the position you're interested in.

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