Investment Account Executive Jobs

$140K OTE First Year

Balco Management, a rapidly growing, boutique private investment firm based in Austin, TX is seeking financial sales professionals and proven producers to join our team.

With a focus on three core sectors, Real Estate, Agribusiness, and Consumer Lending, Balco Management packages private credit opportunities into Reg D offerings that meet a wide range of investor priorities such as maximizing tax-deferred growth, creating passive income streams, and protecting capital through diversification.

As an investment account executive with Balco Management, you’ll be on the front lines of connecting investors trying to build wealth with companies that need capital.

About You:

• Transferable book of business highly desired
• Two or more years of financial products client-facing experience
• FINRA Series 7/63 & 65 or 66 preferred
• Excellent communication and persuasion skills
• Self-motivated, high energy

Responsibilities:

• Collaborate with onboarding team members to complete the paperwork, facilitate investor relations, and documentation process
• Work with the Director of Investor Relations to deepen and broaden client relationships by delivering a full suite of investment solutions including private equity and private credit/debt offerings
• Grow the existing portfolio of private equity and private debt firm clients by leveraging existing contacts and generating new leads to meet capital raise targets
• Travel throughout Texas and US major metros to source new business, visit existing clients, and attend industry conferences and events.

Compensation:

Base salary + Commission