3+ YOECandidates need three or more years of broker-dealer or investment adviser compliance experience and direct experience reviewing marketing under FINRA Rule 2210 or SEC rules. They also need Series 7 and Series 24, or a willingness to obtain them, plus strong attention to detail and the ability to meet deadlines.
Regulatory compliance, Sales, Attention to detail, Documentation, Meet deadlines, Securities
Clarity asks for strong attention to detail, clear written communication, and the ability to follow documented processes and manage several deadlines. Experience in operations or administration, experience at an exempt market dealer, broker-dealer or registered investment adviser, and a Series 7 are preferred.
2+ YOECandidates need 2 to 5 years in sales and trading, investment banking, private placements, consulting, fund administration or a related finance role. They need a track record of lead generation through cold calling, understanding of VC fund and SPV structures, and FINRA Series 7 and 63 registrations or the ability to obtain them within 90 days.
2+ YOEClarity needs candidates who have shipped products or tools that real people use, and who use AI tools like Claude, Codex or Cursor as core building tools. Candidates also need technical skills with APIs, databases and deployments, clear communication with non-technical staff, and comfort working with little existing structure.
Candidates need significant experience in the pre-IPO or secondaries market, investment banking or private capital advisory, with a proven record of winning corporate mandates. They need a strong network of senior private-company executives and venture investors, and a record of building or improving a commercial team through coaching.
4+ YOECandidates need at least four years of experience sourcing, cleaning and analyzing data and writing it up clearly, plus published business, finance or investing writing. Strong Excel, data analytics tool and AI skills are required, and experience with private or secondary markets is preferred.
7+ YOECandidates need 7+ years in paid media or performance marketing, with hands-on management of ad platforms. They need at least $1 million a year in managed digital ad spend, strong attribution and analytics skills, and experience using AI in their work.
Google Ads, LinkedIn Ads, Meta Ads, Omni, Looker, PostHog
3+ YOECandidates need 3 to 6+ years in partnerships or business development at a fintech, financial infrastructure provider or financial institution, with deals they personally signed. Strong commercial negotiation, executive presence and precise writing are required, along with fluency in using AI for commercial work.
Leadership, Onboarding, Packaging, Sales, Collaboration, Communication skills
1+ YOECandidates need 1 to 3 years of relevant experience in sales, trading, investment banking, private equity, or similar fields, plus prospecting experience. They must hold or be able to obtain FINRA Series 7 and 63 licences and show strong financial acumen and organization.
Sales, Onboarding, Regulatory compliance, Documentation, Troubleshoot, Customer service
Clarity needs candidates with client-facing and prospecting experience, strong attention to operational detail, and solid financial knowledge. FINRA Series 7 and 63 licences are required or must be obtained shortly after joining.
3+ YOECandidates need 3-5 years of investment sales, institutional sales, banking, venture capital or private equity experience and a track record of meeting sales targets. Clarity also requires FINRA Series 7 and 63 licences or the ability to obtain them shortly after hiring.
3+ YOECandidates need 3-5+ years of institutional or ultra-high-net-worth client experience, ideally in capital markets, private equity, venture capital or financial product sales. Clarity also requires a relevant education, FINRA Series 7 and 63 licences or willingness to obtain them shortly after hiring, and strong communication and prospecting skills.
Sales, Securities, Cold calling, Communication skills, Interpersonal skills, Financial products
3+ YOECandidates need 3+ years of client-facing finance experience, such as sales and trading, investment banking, or venture capital. They need strong prospecting skills, financial acumen, attention to detail, and FINRA Series 7 and 63 licences or the ability to obtain them shortly after joining.
3+ YOEClarity needs candidates with 3+ years of compliance, risk or audit experience at a broker-dealer, exempt markets dealer or investment adviser, plus strong knowledge of securities markets. Good judgment under pressure and comfort researching ambiguous regulations are also required.
Regulatory compliance, Securities, Reporting, Problem solving
Candidates need substantial experience building backend systems with Elixir and Phoenix, strong skills in TypeScript and React, and a habit of writing automated backend tests. They should work well in a team using CI/CD, and communicate strongly in English.
Candidates need substantial React and TypeScript experience, strong backend API experience (Ruby on Rails is the stated background, with Elixir learned on the job), and a practice of writing automated backend tests. Experience turning Figma designs into frontend code and working with designers and product managers is also needed.