Careers

Are you legendary enough?

Our Company

What do an electrical engineer, a Big 4 consultant, an operations guru, a loan processor, a poker pro, and entrepreneurs have in common? Not much, other than where they work now. Our variety of experiences and skills help make Legendary Capital what it is. We don’t all think alike, but we appreciate each other’s expertise and we share a passion for taking care of our investors’ capital. When you put us all together, you have a team that is setting big goals and forging a path to achieve them.

Our Culture

Legendary Capital is in the financial industry, but our culture is far from typical. No three-piece suits or rigid office environments here – we keep it casual and flexible. We embrace our Fargo, North Dakota heritage and the “work hard-play hard” mentality of the Midwest. (We have shuffleboard, beer, and short summer Fridays.)

To be successful at Legendary Capital, you simply have to make an impact. We empower our team members to make decisions and get stuff done. We employ a unique range of skillsets and personalities, but we all share one defining trait: To do right by our investors.

If this sounds like a fit for you, apply for an open position or send us your resume. We are rapidly growing and always interested in adding another legendary mind!

Open Positions

Regional Vice President - Eastern Region

The Role

The Regional Vice President position partners with a Regional External Wholesaler (Regional Managing Director (MD)) to manage existing and create new relationships with financial advisors to increase Legendary Capital’s visibility and market share. This is accomplished through a highly consultative sales approach providing financial insight and product information via the telephone and digital means (e-mail, online video conferencing, CRM, etc.), so advisors can effectively and confidently offer our platform of alternative investments to their clients.

This position is best suited for an individual that has a strong sales focus with excellent organization and phone skills, strong people skills and work ethic, and a competitive drive to succeed. This position is a full-time role, with a competitive base salary + commissions and broad benefits (Medical, Dental, Vision, Retirement (401k & Roth), and much more).

Duties and Responsibilities

Including, but are not limited to:

Support Regional Managing Director (MD) with business development efforts.
Provide the partnering MD and Company with reporting related to activity and sales levels for designated sales region.
Make proactive sales calls daily with advisors to strengthen relationships and find selling opportunities. This includes sales campaigns, follow-up calls, and other activities as directed towards sales activities goals.
Work closely with the region’s MD to develop and execute an appropriate business plan to optimize activity and maximize sales.
Schedule quality appointments each week for the region’s MD.
Research, identify, and actively convert prospects into producers.
Utilize Legendary Capital’s CRM system to create and maintain up-to-date information on the sales region.
Maintain a minimum sales activities volume each day towards a targeted number of MD appointments.
Meet and exceed weekly and monthly goals for new business production.
Develop extensive working knowledge of Legendary Capital product offerings.
Develop and maintain an advanced knowledge of financial markets and the competitive landscape.
Ensure compliance with internal and external rules, policies, and procedures, as well as regulatory requirements.

Required Skills and Experience

FINRA series 7 and 63 licenses.
2+ years of prior investment industry experience, with preference towards wholesaling alternative products (e.g. – Private Placements, BDCs, REITs, 1031 DSTs, QOFs, Interval Funds) to the financial services industry.
Clean BrokerCheck report (U4).
Bachelor’s degree.
Primarily motivated by sales success and meeting firm/regional sales goals and targets with an emphasis on acquiring new business.
Previous cold calling/business development experience required.
Strong proficiency in Microsoft Office and CRM applications.
Exceptional ability to communicate professionally with all members of staff and clients, internal and external to the firm at all levels both in oral and written communications.
Superior verbal and presentation skills.
Possess excellent high-energy interpersonal and customer service skills, with emphasis on relationship building.
Track-record of prior sales success.
Attention to detail and multi-tasking abilities a must.
Desire to work successfully in an entrepreneurial, fast-paced environment.
Ability to use initiative and work independently, while also being a team player.
Ability to exercise discretion and independent judgment when performing job duties and display a high degree of integrity, professionalism, and respect at all times.
Excellent time management and organization skills.
Ability to work extended hours including evenings and weekends, as necessary.

Internal Wholesale Investment Support Associate

The Role

The Internal Investment Support Associate is responsible for partnering with an external Wholesaler(s) assisting in scheduling meetings for licensed Wholesalers and distribute marketing materials for Legendary Capital sponsored investments – including our private REIT offering – syndicated through our independent RIA and broker/dealer network and their representatives. The position requires maintenance of existing relationships within our CRM with broker dealer and RIA representatives to assist external Wholesalers in increasing their sales of Legendary Capital sponsored products. To be successful in this role an individual must have a strong customer focus with excellent communication and phone skills, strong work ethic, positive attitude, and a competitive drive to succeed.

Duties and Responsibilities

Including, but are not limited to:

Support External Investment Wholesalers with business development efforts as directed.
Make daily proactive calls to inactive representatives within our approved syndicate to activate stagnant representative relationships.
Qualify prospective representatives through a detailed analysis, scheduling those meeting internal qualifications for appointments with External Investment Wholesalers.
Meet and exceed weekly and monthly sales goals for new business production.
Manage the pipeline and process of new clients, ensuring excellent follow up and responsiveness to build and maintain strong relationships.
Create and maintain contact properties in the CRM (HubSpot), as well as data on current and proposed associated Wholesaler sales activities (calls, emails, meetings, etc.)
Develop and maintain an advanced knowledge of our current products.
Develop and maintain advanced knowledge of Opportunity Zones.
Develop and maintain an advanced knowledge of financial markets, firm champions, and the competitive landscape.
Ensure compliance with internal and external rules, policies, and procedures as well as regulatory requirements.
This position’s work location is the Fargo, ND home office, however the direct Wholesaler support may be in a different time zone in the United States.

Required Skills and Experience

Any experience with alternative investments or non-traded REITs is a plus.
Previous cold calling/business development experience.
Bachelor’s degree in Finance or related field is required.
Excellent planning and organizational skills.
A working knowledge of CRMs is preferred, but not required.
Ability to work in a fast-paced, high pressure environment.
Ability to shift and manage multiple priorities.
Proven ability to grasp new products, concepts, and procedures.
Ability to interact professionally and effectively through verbal and written communication.
Excellent negotiating and interpersonal skills with strong self-motivation.
Ability to exercise discretion and independent judgment when performing job duties and display a high degree of integrity, professionalism and respect at all times.
Results driven focus and ability to work through to completion in a timely manner.
Strong knowledge of Microsoft Office products to include, but not limited to, Microsoft Excel and Microsoft Outlook.
Ability to work extended hours including evenings and weekends as necessary.

The goal of this position is put you on a path to passing the necessary and required securities licensing enabling you to engage in sales activities.

Licensing required to engage in sales activities include SIE, Series 7, Series 63 licenses and a clean U4. Candidates are expected to complete licensing within 180-days.
Once offered the position, the SIE must be obtained before the official start date.

Apply Today

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