Public · 11 hours ago
Director of Concierge & Sales
New York, New York
Full-time
Onsite
Mid, Senior Level
$130K/yr - $160K/yr
6+ years expPublic is the long-term investing platform that utilizes AI and various asset classes for portfolio building. The Director of Concierge & Sales will manage the Concierge team and Sales team, focusing on enhancing the investment experience for high-value members and driving member acquisition.
CryptocurrencyFinTechStock ExchangesTrading Platform
Responsibilities
You’ll be directly responsible for managing our high-touch, high-value member Concierge team, with direct responsibility for the asset & revenue growth of Public’s most valuable members
You’ll be responsible for working with all functions and utilizing all assets at Public to solve problems and deliver the best possible investing experience to Concierge members
You will, where required, identify and work with external partners to fulfill Concierge member needs to deliver on this experience
You will build and nurture individual relationships with these members, and monitor their activity for opportunities to improve their investment experience and outcomes
In addition, you will be responsible for managing our Sales team, composed of team members focused on acquiring Active Traders, API Traders, and High Value Members, where you will be ultimately responsible for member acquisition and conversion in those verticals
Qualification
Required
6+ years experience working in a premier consumer finance and/or wealth management (or private banking) organization
Track record of acquiring, building, and growing client relationships directly, and managing individuals that do so
Experience working within regulatory compliance constraints to deliver business outcomes
Ability to build processes and approaches for managing clients
Creative problem solver on behalf of company and clients
Independent operator
Comfort with ambiguity
Intellectual curiosity
Active Public member (sign up today!)
Preferred
Deep understanding of all asset classes in a multi-asset high-net worth portfolio, including equities, fixed income, alternatives, and structured products
Experience working with algorithmic and/or systematic (ie API-based) traders
Experience operating as an advisor to wealth management clients
Experience managing or advising on client liabilities and delivering credit and other non-investments products
Equity capital markets, trading, and/or research experience
Experience with markets and financial data (e.g., exchange data, fundamental data), and platform providers (e.g., Bloomberg)
Fluency with data and interest in learning SQL and/or Python programming languages
Series 24, Series 7, and/or 63/66 (or other FINRA certifications)
Company
Public
Public is a fintech brokerage firm that offers commission-free trading for a variety of asset classes.
51-200 employees
Funding
Current Stage
Late StageTotal Funding
$443.5MKey Investors
AccelMaria SharapovaGreycroft
2024-12-02Series D· $105M
2024-12-02Debt Financing· $30M
2021-12-06Series Unknown
Leadership Team
Jannick Malling
Co-founder & Co-CEO
Leif Abraham
Co-founder, Co-CEO
Recent News
2026-01-03
Sourcery
2025-11-21
2025-11-19
Company data provided by crunchbase