Equity Consultant

Role: Equity Consultant

Team: Growth

Location: Remote/Hybrid working (UK-based).

We are currently a remote-first organisation, but hybrid working may be an option in the future.

Salary: up to £50k per annum, depending on experience, plus equity, 30% OTE potential and benefits

Hours: Full-Time 37.5 hours per week

Please note

All communication regarding your application should go through the official application channels or our company careers page. Contacting Vestd employees via email, personal social media, or other informal routes is not appropriate. We also have a zero-tolerance approach to any form of harassment or abuse directed at our team. Candidates who do not respect these boundaries may be disqualified from the recruitment process and, in serious cases, barred from applying in future.

About Vestd

Vestd is a leading sharetech platform for equity management - shares schemes, fund raising, company secretarial and much more.

Our regulated platform makes light work of all of the most popular and tax-efficient share scheme types, empowering businesses to attract and retain their talent. Our powerful software also helps investors, and founders seeking investment.

Vestd was founded by Ifty Nasir, who lives and breathes our mission. Vestd’s big moonshot aim is to see one billion people worldwide invested in the companies they work hard to grow by 2030. We are all about inclusion and fairness for our customers and our team.

Vestd is also a B Corp-certified company, which means we’re committed to balancing profit with purpose. We care about our people, our customers, and the wider world – and we hold ourselves to the highest social and environmental standards.

If you’d like to learn more about Vestd, check out this short video from our founder, Ifty.

Equality, diversity and inclusion (EDI) at Vestd

At Vestd, we prioritise equality, diversity, and inclusion, so we write about it here rather than at the end of the job advertisement. We’re committed to building a respectful, inclusive, and diverse team. Trust is one of our core values; with that comes a commitment to fairness and transparency. We want to be open about our EDI efforts.

Research shows that while men are likely to apply when they meet 60% of a job’s requirements, women and individuals from underrepresented groups often apply only when they meet every criterion.

We understand the value of transferable skills and the unique perspectives that diversity brings. That’s why we encourage applications from candidates with unique strengths and experiences.

If you need any adjustments or support with your application, please let us know in your application or throughout the process.

Requirements

Role purpose/summary

As Vestd continues to grow and take a bigger stake in the digital equity management market, we are growing our existing team of equity consultants. Vestd has exciting plans on the horizon to develop our company, along with your skills and track record in seeking business opportunities, we will be securing this growth together.

You will have the confidence and ability to deliver a personable and bespoke consultative sell to any customer who engages further with Vestd. Confident in your ability to acquire a deep understanding of share schemes, fundraising and equity management, you will be expert in expressing this complex information in an approachable style which instils the hallmarks of Vestd as being the trusted and best service provider on the market. With an appetite to generate and win the sale, you will also be driven to succeed as an individual and as part of the team.

Key responsibilities & accountabilities

• Delivering an interactive and consultative approach when meeting customers, with a deep and bespoke understanding of their needs and how Vestd can meet them.
• Present digital product demonstrations, showcasing the Vestd platform and our unique value proposition can support the customers business growth.
• Maintain your pipeline and sales effectively throughout the year.
• Working with the marketing team to secure inbound and outbound leads.
• Using your influence and engagement skills to actively seek new and exciting business opportunities with high growth companies.
• Working across teams at Vestd, particularly with Marketing, the Partner Manager and Customer Success to create a collaborative process which is tailored to customer needs.
• Creative and curious in your approach to developing an understanding of the prospects you work with and their unique equity processes.
• Using empathy and care to gather insights into their experience and using that to improve and progress Vestd’s service delivery.

Essential elements for this role

These are the skills and qualifications we consider essential for this role:

• Thrive in developing relationships with founders C-level customers (typically CEOs, COOs and CFOs) in high growth companies
• Seasoned business development or sales professional
• Ability to understand and empathise with customers and prospects
• First rate communication skills explain, active listening, effectively and simply explain solutions to customers in an engaging way, and follow up with email (written, verbal and presentation)
• Confidence in developing an expert knowledge of share schemes and equity management
• A great problem solver that loves to help other people
• Experience of working with sales software
• Tech-minded
• Brilliant at prioritisation
• Must thrive on continuous learning

Nice to have

These will help you stand out from the pack:

• B2B SaaS experience.
• Experience using Hubspot.
• Startup/scaleup experience.
• Knowledge of shares and share schemes.
• Entrepreneurial experience.
• Experience working in a remote team.

Culture fit

What makes Vestd folk collaborative, adaptable, and eager to grow?

• Thrives in a startup environment, ready to tackle diverse challenges with enthusiasm.
• Adaptable - open to taking on responsibilities beyond the defined role as needed.
• Passionate about contributing to a culture of innovation, collaboration, and continuous improvement.
• Embraces technology to improve processes and drive efficiency.

While the above describes the core responsibilities and attributes we are looking for, this role may from time to time involve tasks beyond this — as needed to respond to evolving business needs.

Benefits

What you can expect

Our culture is our backbone (BreatheHR named us one of the ‘Top 3 Companies in the UK for Company Culture’), and we take team happiness seriously.

Vestd strives to be as principled as possible. We’re all about Goal 8 of the United Nations ‘Sustainable Development Goals. This goal is about ‘Decent work and economic growth,’ and we consider it both with our external activities and internal workings.

We’ll do everything we can to help you grow in your role. In return, you’ll want to learn all about our industry and do all you can to help us continue leading it.

Vestd is remote-first, so in return for your commitment, diligence, and productivity, you’ll have a lot of autonomy during your working day. Some roles demand office hours (to fit our customers’ schedules), but we are committed to offering flexibility where possible.

Happy employees make for happy customers, as demonstrated in our five-star reviews. Vestd’s excellence has also been recognised by The Europas, The Fintech Awards London, The Hustle Awards, TechRound, and BusinessCloud’s Fintech50. See more about our awards here.

This could be the perfect opportunity if you’re an autonomous, self-driven individual passionate about contributing to a meaningful mission and value being part of a supportive, close-knit team.

Why work at Vestd?

Vestd is a great place to work. Don’t just take our word for it - take a look at the award-winning suite of benefits that you can look forward to as one of our folk:

• This job remote-first, although attendance is required twice yearly at our in-person get-togethers
• A flexible environment to help you achieve the best work/life balance
• Equity, of course! (After the qualifying period)
• Monthly recognition scheme, where we celebrate our folk
• Support with home working equipment*
• A personal training and development budget to keep your career and professional growth on track
• Private medical insurance (after the qualifying period)
• Team retreats are held twice a year. They can include an overnight stay and focus on fun and team cohesion
• Great team ethos, connect through regular team and company socials.
• 25 days annual leave plus one extra day per year of service (up to five days)
• Employer contribution pension scheme (after the qualifying period)

We’re looking for somebody with initiative who can focus on the business and their personal growth path. This is a great time to join our team, and it would be a superb role for the right person.

*At Vestd we provide our folk with the hardware and software required to support them in their role. As a remote-first business, we expect anyone applying for a job to have a suitable, quiet working space. You must have an appropriate desk/table and chair, with a reliable internet connection.

Our application process

We are accepting rolling applications for this role with no fixed end date - if you are interested in joining the Vestd folk, please apply when you can. We will respond to every applicant, but we may only screen some candidates depending on the number of applications received.

Our recruitment pipeline has a few stages, giving you plenty of opportunities to learn about Vestd as we take the time to find someone who is the best fit for the role. We aim to complete the selection process as efficiently as possible, and we are committed to making our candidate experience as inclusive as we can, so please get in touch with us if you require any information or support during the application process or need to ask for any adjustments.

A typical selection process might be:

• Apply online
• 20-minute screening call
• 45-minute interview with the hiring manager and team member
• Task-based assignment
• 45-minute team cultural interview
• 30-minute interview with the CEO

Please note that we record our interviews. These recordings are only viewed by the hiring team and once a role is filled, all recordings are deleted. We do not share any candidate information with anyone outside of Vestd at any time.

We are excited to receive your application.

When a role is filled, we will let all the applicants know to let them know.

This job is based within the UK. You must be primarily UK-based and eligible to work in the country.