Account Manager
Nasdaq Private Market - Sonoma, CA
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Nasdaq Private Market ("NPM"), an independent, private company, is the premier provider of secondary liquidity solutions for private securities and offers a marketplace to provide liquidity to individual private company shareholders. NPM provides innovative, end-to-end solutions to enable seamless transactions for private companies, private equity and other private assets. NPM operates in a fast-paced fintech environment that is constantly evolving. For over 40 years, Nasdaq has supported companies through every stage of the business lifecycle, leveraging its technology infrastructure, regulatory oversight and operational expertise.We are looking for an Account Manager to be located in San Francisco or NY. As an Account Manager with NPM, you will be working with some of the most high-profile private companies, institutions, and individuals to facilitate their secondary transactions. From coordinating the flow of millions of dollars to working directly with investors, you will have the experience of handling multi-stage projects simultaneously. We will look to your analysis of client feedback to further evolve our technology and service offerings across the Nasdaq organization. While you will be the point of contact for these clients, you will also be backed by an experienced team that can provide personal training and ongoing education.This Role will:Manage the transaction process from start to finish for late-stage, venture-backed private companies, including block trades for investors and shareholdersDevelop client relationships and provide customer service to all levels of stakeholdersOversee and maintain marketplace operations for our Capital Markets team and bank partnersAdvise clients on best practices for executing transactions via our online platformMonitor and control inbound and outbound cash flowProcess legal and compliance materials for internal teams and external clientsWork directly with other teams (including Capital Markets, Sales, Tech, Legal) to improve client experienceUse Nasdaq Private Market's collaborative environment and resources to create and achieve your own professional goalsQualifications You Should Have:Education and Previous Roles:4-year college degreeAt least 3 years of experience as a corporate paralegal, financial operations associate, equities broker, stock administrator, equity compensation analyst or a similar roleBackground in private company transactions (e.g., M&A, block trades, venture financings, buyouts, etc.)Preferred Experience:Previous experience in financial services industrySeries 7, 63 and/or 99 licensesKnowledge of cap table management for private companiesAbility to directly communicate with high-level clientsComfortable working independently in a fast-paced and evolving environmentCapable of coordinating multi-stage projects with large groups of stakeholdersAble to analyze processes to pinpoint inefficiencies and to propose creative solutionsHaving a positive attitude and flexible mindset when confronted by new challenges and unanticipated deadlinesEnjoys learning new skills and incorporating feedback to contribute to your team's successPassionate about the details to provide world-class transactional servicesExcellent written and verbal communication skillsProficient in MS Excel and MS WordExperience with DocuSign and Salesforce a plus, but not requiredNasdaq Private Market is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information or any other status protected by applicable law.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.
Created: 2025-02-09