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.
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!
The Role
Sales Coordinator
The Sales Coordinator plays a key role in supporting our Distribution Team by ensuring seamless scheduling and coordination of meetings, webinars, and calls with advisors. Reporting to the Chief Distribution Officer, this position requires strong communication, organization, and problem-solving skills to optimize scheduling processes and maintain workflow efficiency. To excel in this role, candidates should have 1–2 years of administrative or customer service experience, with a preference for those with a background in sales coordination. Proficiency in Microsoft Office Suite, CRM software, and strong time management skills are essential. The ideal candidate will be detail-oriented, proactive, and capable of handling multiple tasks independently while maintaining a high level of professionalism and confidentiality.
Assist our Distribution Team in various day-to-day responsibilities including, but not limited to:
Organize and coordinate daily schedules and appointments for our Sales Team.
Manage scheduling conflicts and make the necessary adjustments to accommodate the clients.
Communicate directly with the regional VPs and stakeholders about scheduling changes.
Ensure schedules are followed and any established deadlines have been met.
Work closely with other departments to ensure smooth workflow.
Develop and implement efficient and effective scheduling processes.
Monitor and report on scheduling activities and issues that may arise.
Ensure confidentiality and privacy of all schedules.
Daily phones calls to Sales Syndicate advisors to set-up in-person meetings, webinars, and phone calls with specific members of our Distribution Team.
Various other tasks as needed.
High school diploma is required; college degree or post-secondary education is preferred.
Candidates should have 1 to 2 years of administrative or customer service experience.
Previous experience as a Sales Coordinator is a plus.
Thorough knowledge in Microsoft Office, Excel, Word, Power Point, and Adobe Acrobat is required.
Strong communication, organizational, teamwork, and customer service skills.
Time management skills with the ability to multitask and work independently.
Strong communication and interpersonal abilities along with attention to detail and problem-solving skills.
Basic knowledge of sales processes, sales terminology and familiarity with sales tracking tools and CRM software.
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.
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.
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.
The Role
The Controller position will have the opportunity to significantly contribute to our growing team. Reporting to the CFO, the Controller position is a hands-on senior role within the organization that requires prior management of the complete accounting and financial reporting function and it’s team members. This role will lead initiatives for the staff as well related to training, performance management, mentoring, skill development, skill utilization, and succession planning. The Controller will be partnering with executive management and departmental managers across the organization to ensure the accounting and financial reporting success of the business.
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