Associate Equity Strategy

San Francisco /
Sales /
Full-time
Secfi is trusted by thousands of startup employees for equity planning and financing. We’re the first to provide a proprietary suite of equity planning tools, 1:1 guidance with licensed equity strategists and a set of financing products that enable employees to own a stake in the company they helped build. We also provide company-wide education for startups at all stages to help their team make the best decision for their own situation. Currently, we have worked with employees from more than 80% of all U.S. unicorns.

Working for a startup is like building a plane already flying in the air. It’s messy, it’s exciting, and you are constantly learning. Our core values — customer focus, perseverance, action, ownership, diversity and team — are embedded in everything we do.

The team
Our Equity Strategy team serves as Secfi’s primary client facing team. You could say it is our sales team or our business development team. While Secfi Equity Strategists are the primary drivers of revenue for the company, we are brand ambassadors who focus on solving complicated and stressful problems for our clients. Our number 1 goal is to help clients make the most of their equity and by doing just that we may benefit too. We have strong ethics and only do deals that we truly believe in. We believe that by doing good to our clients, good will come to us. We aren’t sharks; there is no zero-sum game. 

As a trusted advisor to our clients, you will guide our clients through all aspects of equity compensation including financial and tax consequences while utilizing strategies for helping our clients maximize their equity. 

You don’t need to be a current expert (not many are), but you must have a financial background and possess an ability to grasp esoteric financial concepts. You must be someone who is interested in personal finance and enjoys “talking shop”. You are someone who enjoys being an expert in their field and keeping up with the latest in the VC-backed startup world. 

You don’t need to have previous direct sales experience, but you must be comfortable working with clients and have the drive to close deals. You are someone who gets a thrill out of winning and willing to take any proper steps needed to get there. 

So what do you need for this role then?
As an Associate on the team, you will be the key driver of deal flow and revenue. You will work with your team to advise our clients on complex financial situations and offer Secfi products as solutions. You will prepare and give presentations, model out client situations, and hold calls with clients. 

You need to have relentless drive and passion for growing a company. We don’t want to have to motivate you to close deals. That should come from within yourself and your desire to grow Secfi into the company you want to work for. You are someone who is not afraid to get your hands dirty and do what it takes to help achieve your team’s goals. 

You need to be entrepreneurial and have a business development mindset. You should always be looking for new opportunities and be willing to work on strategic initiatives to benefit your team and Secfi. 

You need to have perseverance. Startups are hard and everyone knows it. Things will not always go your way. You must be someone who is willing to dig deep in order to win. 

You need to have some experience in similar roles. We’re thinking 2-6 years of a proven track record working in sales, business development, consulting, investment banking, Big 4 accounting or tax, or another fintech startup. 

You are required to hold a Series 7 and Series 63 license for this role. If you do not hold these licenses, you must be willing to study for the test in the first months of employment. Secfi will provide time and support for your studies.

Bonus Qualifications

    • Series 7 and Series 63, CPA, CFA, or other financial certifications
    • Master in Tax or equivalent degree
    • Strong knowledge of the Bay Area/US start-up ecosystem 
    • Familiarity with stock options and equity compensation
    • Experience working in high growth start-up companies or fintech

Bonus Qualifications

    • Series 7 and Series 63, CPA, CFA, or other financial certifications
    • Master in Tax or equivalent degree
    • Strong knowledge of the Bay Area/US start-up ecosystem 
    • Familiarity with stock options and equity compensation
    • Experience working in high growth start-up companies or fintech

Benefits

    • Competitive salary and bonus scheme
    • Retirement benefits 
    • Employee-friendly equity plan
    • Attractive and flexible vacation & parental leave policy
    • Company sponsored lunches, snacks, drinks, and team events
    • Customized workstation
    • Great work environment designed to help your professional growth
    • And last but not least, a great and fun experience
Principals only. Please do not contact us with unsolicited services or offers.