[Hiring] Financial Adviser Sales Closer @Sales Match

Role Description

As a Sales Closer for Lionchase, you will be responsible for closing deals across two connected divisions:

• Funds in Motion: Close event sponsorship deals from warm, pre-booked calls — minimum ticket $25,000, a fast-moving 1–2 week sales cycle, most deals done within two calls.
• Acxtus: Close fund advisory engagements from warm outbound calls to prospects who have already expressed interest — a consultative, multi-touch sale (proposals, materials, 3–4 follow-ups) with a 2–3 month cycle and a $40,000–$75,000 ticket.
• Manage a single CRM pipeline across both divisions — roughly 50 warm conversations per week at current volume, scaling as lead generation ramps.
• Work with sophisticated, experienced financial buyers — investors, deal sponsors, fund principals — who require credibility and command, not scripts.
• In select instances, transition conversations into investment opportunity discussions across the Lionchase portfolio.
• Report directly to Ken, President of Lionchase, with active deal support from the executive team — you close; sourcing, qualification, and lead generation are handled for you.

Qualifications

• Fluent in finance — able to hold conversations about funds, capital raising, and deal structures.
• Polished and professional — carries confidence and credibility in sophisticated settings.
• Likeable and relationship-driven — builds trust naturally.
• A master of the information — knowledgeable about the product, market, and able to handle objections without a script.
• Able to switch gears — can manage both quick closes and longer consultative sales.
• Hungry, coachable, and long-term minded — eager to learn and grow in the private equity space.
• Experience in capital markets, investment banking, private equity, wealth management, financial services, or high-ticket B2B sales is a strong plus.

Requirements

• Experience in capital markets or related fields is preferred.
• No financial license required.

Benefits

• $5,000/month base salary — paid regardless of commission.
• 10% commission on closed revenue across both divisions.
• Bi-weekly payment.
• On-track earnings: $350,000–$400,000/year at full productivity.
• Additional commission opportunities on investment placements as trust and product knowledge develop.
• Lionchase will cover financial licensing costs (e.g., Series 7) for the right candidate.

Company Description

Lionchase is a private equity firm with two connected, revenue-generating divisions:

• Funds in Motion: A capital markets events platform that connects investors, deal sponsors, and service providers.
• Acxtus: The firm's fund advisory arm that helps business owners and financial professionals structure and launch investment funds.