Analyst, Sales & Trading
- Vancouver, BC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Recognized as one of Canada's fastest-growing companies and backed by leading U.S. investors, Clarity is profitable, well-capitalized, and building a high-performance team to meet growing demand and pursue new market opportunities.
Interested in learning more about life at Clarity? Check out our careers page to see how you can grow with us!
As an Analyst, Sales & Trading, you will be a key member of Clarity's front-line team, working directly with individuals who are looking to buy or sell shares on our platform. In this role, you'll be a blend of client-facing and operational. You will guide clients through the entire transaction process while ensuring a seamless, compliant, and efficient experience from start to finish.
In This Role, Your Responsibilities Would Include
- Serve as the first point of contact for clients, managing their experience and guiding them through the Clarity platform and secondary market.
- Build trust and rapport with clients by providing clear, actionable market insights.
- Support the team and customer through the transaction lifecycle, through various channels such as email, phone, or live chat, from initial inquiry and onboarding to execution and closing, ensuring all legal, compliance, and operational requirements are met.
- Conduct detailed reviews of transaction documentation and platform data to maintain accuracy and minimize errors.
- Partner with operations, legal, and internal stakeholders to troubleshoot issues and deliver efficient, timely closings.
- Source and qualify new clients (both buyers and sellers) through outreach, referrals, and platform activity, driving engagement and platform liquidity.
- Track pipeline activity and transaction metrics with precision, ensuring the desk maintains high standards for speed, compliance, and client satisfaction.
- Become a Clarity platform expert, seamlessly guiding customers through their journey and providing customer support at any stage.
- A client-focused professional with 0–2 years of relevant experience, such as institutional sales/trading, investment banking, private equity, venture capital, investor relations, business development or investment sales.
- Have experience prospecting and generating leads in a high-volume outreach environment.
- Demonstrate skills in balancing relationship management with rigorous operational detail, ensuring every transaction is executed flawlessly.
- Bring a high degree of organization and ruthless prioritization, with the ability to manage multiple client relationships and transaction workflows in a fast-paced environment.
- Possess strong financial acumen or a demonstrated ability to quickly master complex market dynamics.
- Have FINRA Series 7 and 63 licenses, or able to obtain shortly after joining.
Compensation: Highly competitive compensation commensurate with experience and contribution.
- Vancouver, BC: $90,000-$150,000
Benefits & Perks
- Opportunity to participate in ownership of a rapidly growing company through our employee stock option plan.
- Comprehensive 100% employer-paid health & dental premiums and a Health/Personal Spending Account for Canadian employees. (An employer-subsidized benefits program is available for US-based team members).
- If you are based in Vancouver, enjoy a dedicated desk in our Vancouver, BC HQ, in the heart of downtown, with a fridge stocked with healthy snacks and drinks, an onsite gym, and a gorgeous rooftop amenity.
- Vancouver based employees enjoy a $20-per-day commuter benefit for every day you work in our downtown HQ.
- An engaging social calendar, including bi-weekly catered lunches, bi-weekly “Friday bar,” team workouts, annual summer party, and holiday party, two “onsite” all-team retreats each year, semi-annual team-building events, and Clarity Women’s Network events.
- Significant opportunities for growth into team leadership and management roles.
- Entrepreneurial culture and a small and dynamic team.
- Sponsorship, immigration, and relocation for exceptional candidates.
AI, Automated Tools, And Applicant Privacy Notice
As part of our recruitment and hiring process, Clarity may use automated tools, including artificial intelligence (AI), to assist in screening applications, evaluating candidate qualifications, and supporting interview processes. These tools are designed to support and inform human decision-making and are not used as the sole basis for any employment decision.
We may collect, use, and analyze personal information you provide in connection with your application, including generating insights or inferences to assess job-related qualifications. This information is used for recruitment, evaluation, and compliance purposes in accordance with applicable law.
We take reasonable steps to evaluate and monitor our hiring tools and practices to promote fairness, consistency, and non-discrimination. Where required by applicable law - including in Ontario, Quebec, New York City, Illinois, and California - we conduct or rely on assessments such as bias audits, honor rights related to automated decision-making, and provide additional disclosures on request.
Depending on your location, you may have certain rights with respect to your personal information and the use of automated processing, including the right to request access to, correction of, or deletion of your information, or to receive additional information about our data practices. We honor such rights where required by applicable law.
For accommodation requests or questions about this notice, contact careers@clarity.com.
More about this job
Responsibilities
Guide buyers and sellers through the full secondary-market transaction lifecycle, providing client support, market insights, and platform guidance while ensuring compliant and accurate execution. Source and qualify clients, track pipeline and transaction metrics, and coordinate with operations, legal, and other stakeholders to resolve issues and complete transactions efficiently.
Requirements
The role seeks a client-focused professional with 0–2 years of relevant experience, prospecting and lead-generation experience, strong financial acumen, and the ability to balance relationship management with operational detail. Candidates should be highly organized, able to manage multiple workflows in a fast-paced environment, and hold FINRA Series 7 and 63 licenses or be able to obtain them shortly after joining.
Skills
- Prospecting
- Lead Generation
- Financial Acumen
- Market Analysis
- Transaction Management
- Sales and Trading
- Client Onboarding
- Compliance
- Documentation Review
- Pipeline Management
- Operational Accuracy
- Prioritization
- Customer Support
- Communication
- Problem-Solving
Benefits
- Employee Stock Options
- Employer-Paid Health and Dental Insurance
- Health and Personal Spending Account
- Commuter Benefit
- Catered Meals
- Onsite Gym
- Team-Building Events
- Company Retreats
- Career Growth Opportunities
- Visa Sponsorship
- Immigration Support
- Relocation Support
Visa sponsorship
Detected
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Secondary Transactions
- Pre-IPO Companies
- Private Companies
- Private Markets
- Sales and Trading
- Institutional Sales
- Investment Banking
- Private Equity
- Venture Capital
- Investor Relations
- Investment Sales
- FINRA Series 7
- FINRA Series 63
- Client Onboarding
- Transaction Execution
- Transaction Documentation
- Regulatory Compliance
- Lead Generation
- Prospecting
- Pipeline Management
- Market Insights
- Platform Liquidity
- Customer Support
- Operational Processes
- Phone
- Live Chat