Associate, Sales & Trading
$120,000–$120,000 year
On-siteVancouver, British Columbia, Canada
Job Summary
Guide clients through the entire transaction process by serving as the first point of contact, managing their experience, and providing clear, actionable market insights to build trust and rapport. Support the team and customers through the transaction lifecycle via email, phone, or live chat, from initial inquiry and onboarding to execution and closing, ensuring all legal, compliance, and operational requirements are met. Conduct detailed reviews of transaction documentation and platform data to maintain accuracy, while partnering with operations, legal, and internal stakeholders to troubleshoot issues and deliver efficient, timely closings. Source and qualify new clients through outreach, referrals, and platform activity to drive engagement and liquidity, then track pipeline activity and transaction metrics with precision. Become a Hiive platform expert to seamlessly guide customers through their journey and provide customer support at any stage.
Required Qualifications
- 1–3 years of relevant experience, such as institutional sales/trading, investment banking, private equity, venture capital, investor relations, business development or investment sales
- experience prospecting and generating leads in a high-volume outreach environment
- skills in balancing relationship management with rigorous operational detail
- high degree of organization and ruthless prioritization, with the ability to manage multiple client relationships and transaction workflows in a fast-paced environment
- strong financial acumen or a demonstrated ability to quickly master complex market dynamics
- FINRA Series 7 and 63 licenses, or able to obtain shortly after joining
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