Broker Dealer Business Development, Senior Associate

The Company  

InvestX launched in 2014 is a late-stage venture fund investing out of Fund 5.  With over US$700 million in investments and 35+ portfolio companies including Palantir, Anthropic, SpaceX, Airbnb, SoFi, Spotify, DocuSign, and many more.  We work with leading North American wealth management firms and family office clients to offer our multi-position and single purpose funds.

InvestX is backed by leading financial institutions Jefferies, Virtu Financial, and Canaccord Genuity and has been featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and many other publications. 

About the Role 

We are seeking a highly motivated and well-connected Broker Dealer (BD) Business Development, Senior Associate to expand our US Broker Dealer distribution channel. This individual will be responsible for identifying and prospecting leads for new Broker Dealers while managing the approval process to enable firms to offer InvestX private market investment solutions.

This role is ideal for a self-starter with an established network within the Broker Dealer community and a proven track record of opening new relationships and raising assets for alternative investments. The successful candidate will work closely with National Accounts, Sales, Marketing, and Compliance to build a scalable pipeline of new BD opportunities. 

Location: United States (Remote), or Hybrid - New York

Key Responsibilities 

Business Development 

• Identify, prospect, and engage new BDs across the U.S.  

• Develop and execute a strategic territory plan focused on acquiring new advisory firms. 

• Leverage existing industry relationships to generate National Accounts meetings with decision-makers, CIOs, investment committees, and portfolio managers. 

• Build and maintain a robust pipeline of qualified BD opportunities using Salesforce and other prospecting tools. 

• Represent the firm at industry conferences, networking events, and advisor meetings. 

Broker Dealer Approval Process 

• Support Head of National Accounts through the due diligence and approval process from initial introduction to platform approval. 

• Coordinate with Compliance, Legal, Operations, and National Accounts to facilitate onboarding. 

• Support Head of National Accounts
  in managing relationships with investment committees, due diligence teams, and home office contacts. 

• Track approval status and proactively remove obstacles to accelerate timelines. 

• Maintain detailed knowledge of each firm's investment process, alternative investment requirements, and platform structure. 

Relationship Management 

• Build long-term relationships with key BD decision-makers. 

• Conduct presentations, webinars, and training sessions to increase awareness and adoption. 

• Partner with the Head of National Accounts to support firms after approval and drive asset growth.
  

Market Intelligence 

• Identify trends within the BD marketplace. 

• Monitor competitor activity and platform developments. 

• Provide feedback on product positioning, pricing, and advisor demand. 

Qualifications 

Required Experience 

• 7+ years of business development experience within wealth management or alternative investments. 

• Demonstrated success selling private equity, private credit, venture capital, hedge funds, or other alternative investment products. 

• Existing network of Broker Dealer
  decision-makers, CIOs, investment committees, and financial advisors. 

• Proven experience securing new BD approvals and navigating due diligence processes. 

• Strong understanding of the independent wealth management industry. 

Preferred Qualifications 

• Experience working with private market or alternative investment managers. 

• Knowledge of accredited investor regulations and alternative investment structures. 

• Experience using Salesforce or similar CRM platforms. 

• FINRA Series 7 and 63 preferred. 

Core Competencies 

• Exceptional prospecting and business development skills. 

• Strong relationship-building and networking abilities. 

• Strategic thinker with a consultative sales approach. 

• Excellent presentation and communication skills. 

• Highly organized with strong pipeline management. 

• Self-motivated and comfortable working independently. 

• Results-oriented with a history of exceeding sales targets. 

Success Metrics 

• Number of new Broker Dealer firms engaged. 

• Number of Broker Dealer firms approved. 

• Assets raised through newly approved BDs. 

• Pipeline growth and conversion rates. 

Salary & Benefits  

• 2026 base salary range is $150,000 - $170,000 USD plus incentive plan and equity.  

• Actual salaries may vary based on factors, such as skill, experience,
  location, and qualifications for the role.    

• Comprehensive Health & Benefit plan. 

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. gender identity, or national origin. Reasonable accommodation for applicants with disabilities is available upon request in connection with the recruitment process.