Associate, Investor Access
OTC Markets Group Inc
Associate, Investor Access
OTC Markets Group - New York, NY - Full Time
- Coordinate Conference Operations: handle administrative and operational activities before, during, and after Virtual Investor Conferences (VIC).
- Contribute to Revenue Growth: Proactively sell VIC presentation packages to Corporate Services clients, including NYSE and NASDAQ issuers, to achieve and surpass sales targets.
- Strategic Planning & Collaboration: Partner closely with Client Relations and Sales teams to ensure all relevant companies are informed of upcoming VIC opportunities.
- Business Development: Identify, contact, and nurture relationships with new partners and clients to expand our network and meet department revenue goals. -
- Assist with Marketing Coordination: Collaborate with the Marketing team to ensure timely and effective promotion of conference materials and events.
- Cross-Departmental Teamwork: Work frequently with internal departments—including Accounting, Legal, and others—to support seamless event execution.
- Product Management: Oversee the 1x1 meeting scheduling functionality within the VIC platform, ensuring a smooth user experience.
- Vendor Relations: Serve as a point of contact for new and existing vendors, assisting with the integration, and troubleshooting of VIC add-ons and enhancements.
- Client Support: Guide VIC clients through onboarding and provide ongoing support and communication post-conference.
- Flexible Scheduling: Comfortable working across multiple time zones to support global events.
- Additional Projects: Take on special projects and other duties as assigned to support team success.
- Education: Bachelor’s degree highly preferred.
- Experience: 1-2 years of proven sales or revenue-generating experience, ideally in a B2B or event management environment.
- Team Player: Willing to work collaboratively in an open office with a small, dynamic team.
- Initiative: Demonstrates strong personal leadership and the ability to work independently while contributing to team goals.
- Analytical Skills: Capable of conducting research and analysis of publicly traded companies to assess their fit for VIC events.
- Self-Starter: Motivated, quick to learn, and comfortable working both independently and as part of a team.
- Communication: Excellent verbal and written communication skills, with the ability to interact effectively with diverse stakeholders at all organizational levels.
- Customer Focus: Experience providing high-level customer service and support via phone and email.
- Detail-Oriented: Strong attention to detail and the ability to follow specific procedures and guidelines.
- Multitasking: Able to manage and prioritize multiple projects under tight deadlines.
- Technical Proficiency: Strong working knowledge of Microsoft Word and Excel; familiarity with event management software is a plus.
- Event Management: Prior experience or knowledge in event planning or coordination is highly desirable.
- Generous Paid Time Off (PTO)
- Health, Dental, and Vision Coverage
- Health Savings Account (HSA)
- Flexible Spending Accounts (FSA) Dependent & Healthcare
- Limited Purpose Flexible Spending Account (LPFSA)
- Generous Paid Parental Leave Program
- Annual bonus and Stock Incentive Program
- 401(K) Plan - Retirement
- Commuter Transit & Parking Program
- Income Protection (Life Insurance, Short- & Long-Term Disability)
- Voluntary Benefits (Accident, Critical Illness, & Hospital Indemnity)
- Hybrid Work Schedule
- Class Pass Partnership (Fitness & Wellness Programs)
- Citi Bike Membership Program
- Mondays – Breakfast Bagels & Wednesdays – Pizza Lunch
- Office Snacks and Beverages
- Monthly birthday celebrations
Equal Employment Opportunity is the Law
Polygraph Protection Act
FMLA
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