Demo

Client Relationship Manager

Nasdaq Private Market
San Jose, CA Full Time
POSTED ON 2/22/2025
AVAILABLE BEFORE 5/18/2025

Nasdaq Private Market ("NPM"), an independent and leading provider of secondary liquidity solutions for private securities, is seeking a dedicated Client Relationship Manager. For more than 40 years, Nasdaq has supported companies at every business lifecycle stage, leveraging deep expertise in technology infrastructure, regulatory oversight, and operational functions.

In this role, you will connect with high-profile private companies, institutions, and individual investors to facilitate their secondary transactions. Managing multi-stage projects simultaneously, you will coordinate financial flows and utilize client feedback to enhance our technology and service offerings. With the support of an experienced team, you will receive personal training and ongoing education to excel in your role.

Your Responsibilities Include :

  • Managing the transaction process from start to finish for late-stage, venture-backed private companies, including executing block trades for investors and shareholders
  • Building and nurturing client relationships while providing exceptional customer service to stakeholders at all levels
  • Overseeing marketplace operations alongside our Capital Markets team and bank partners
  • Advising clients on best practices for executing transactions through our online platform
  • Monitoring and controlling all inbound and outbound cash flow
  • Processing legal and compliance materials for internal teams and external clients
  • Collaborating with various teams (including Capital Markets, Sales, Tech, Legal) to enhance the client experience
  • Utilizing Nasdaq Private Market's collaborative environment and resources to drive your professional development

Qualifications We’re Looking For :

Education and Experience :

  • Bachelor's degree
  • Minimum of 3 years in roles such as corporate paralegal, financial operations associate, equities broker, stock administrator, or equity compensation analyst
  • Experience with private company transactions (M&A, block trades, venture financings, buyouts, etc.)
  • Preferred Background :

  • Prior experience in financial services
  • Holding Series 7, 63, and / or 99 licenses
  • Familiarity with cap table management for private companies
  • Strong communication skills and confidence in engaging high-level clients
  • Able to work independently in a dynamic, fast-paced environment
  • Proficient in coordinating projects involving large groups of stakeholders
  • Adept at analyzing processes to identify inefficiencies and provide innovative solutions
  • Positive attitude and adaptability when facing new challenges and deadlines
  • Enthusiastic about acquiring new skills and contributing to team success
  • Detail-oriented approach to deliver world-class transaction services
  • Excellent written and verbal communication abilities
  • Proficiency in MS Excel and MS Word
  • Experience with DocuSign and Salesforce is a plus, though not required
  • Nasdaq Private Market is an equal opportunity employer. We strongly encourage qualified candidates from all backgrounds to apply. We are committed to providing reasonable accommodations for individuals with disabilities throughout the application and interview process.

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