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Equi

Equi

Active management of alternative investments

Agentic GTM Lead

Full-Time
$120k - $180k/yr
Mid
MBA
New York, NY, USA
Hybrid

About the job

Requirements
  • Generate innovative demand ideas and identify approaches likely to create demand or viral brand engagement.
  • Demonstrate programs that produced measurable interest and pipeline through outbound, search engine optimization/geographic experience optimization, social, or content.
  • Work hands-on with application programming interfaces, structured query language, and Python or JavaScript.
  • Build and use automation tooling such as Clay and n8n/Zapier, customer relationship management systems, and data.
  • Build with large language models and agent workflows as core tools.
  • Demonstrate innate curiosity about investing and the ability to speak to a sophisticated investing audience.
  • Explain how systems will move revenue and connect technical work to commercial outcomes.
  • Default to testing, measuring, and using data to drive the roadmap.
  • Apply design and user-experience judgment so shipped work looks and feels polished.
  • Have built something from nothing and owned the outcome.
  • Communicate clearly in verbal and written forms with technical and non-technical audiences.
Responsibilities
  • Serve as the source of net-new demand-generation ideas, channels, angles, and experiments.
  • Build, test, and rapidly discard or scale initiatives based on results.
  • Own complex programs from conception through post-launch iteration with significant autonomy.
  • Turn existing outbound and content efforts into a compounding system.
  • Build content, social, search engine optimization/geographic experience optimization, email, outbound, website, and the supporting automation.
  • Make technical decisions and architect scalable systems for a growing platform.
  • Run the founders' podcast, video, and webinar content engine, including production, packaging, routing, distribution, and cadence.
  • Repurpose principal-led sessions into podcasts, webinar clips, LinkedIn posts, and threads.
  • Maintain a consistent content publishing cadence.
  • Run Equi's social and thought-leadership presence, especially on LinkedIn and X, and build chief investment officer-level visibility.
  • Develop Equi's voice and audience matrix for targeted, on-message content.
  • Build signal-based outbound, including data enrichment, lead and account scoring, personalization, sequencing, deliverability, routing, customer relationship management integrations, and ideal customer profile alignment.
  • Design and ship artificial intelligence and agent workflows that research, draft, personalize, and route outreach at scale.
  • Run structured tests across messaging, channels, landing pages, and sequences.
  • Own dashboards and attribution for demand and pipeline contribution, and make the metrics legible to the go-to-market team.
  • Ensure go-to-market decisions are based on evidence rather than opinion.
Desired Qualifications
  • Direct experience in alternative investments, hedge funds, or asset management.
  • An obsession with finance or investing; a Chartered Financial Analyst designation or Master of Business Administration is desirable.
  • Experience standing up a go-to-market or growth marketing function from scratch.
  • Familiarity with data warehouses such as Snowflake or BigQuery and with dbt and attribution modeling.
  • Interest in eventually moving toward a client-facing investor-relations or sales role.
  • Ability to step into adjacent work such as investor relations, client service, or launches.

About the company

Equi offers alternative investment opportunities and active portfolio management to clients, focusing on non-traditional assets and strategies to diversify beyond public markets. It uses an overlay hedging approach and an internal hedging program, with a team of portfolio managers who regularly optimize and rebalance client funds. Clients are charged for portfolio management and investment advisory services, and the founders invest their own money on the platform to align interests with clients. The goal is to generate returns while reducing exposure to market volatility, providing a diversified, non-correlated asset mix that can perform in various market conditions.

Company Size

51-200

Company Stage

Series A

Total Funding

$25M

Headquarters

San Francisco, California

Founded

2020

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Simplify Jobs

Simplify's Take

What believers are saying

  • Equi raised $15M from Smash Capital, Vesey Ventures, and Montage Ventures in 2022.
  • The company claims $100M AUM and rapid growth since its 2021 launch.
  • iCapital's 2026 flow data shows hedge funds gaining share among private-wealth clients.

What critics are saying

  • CAIS and iCapital already own advisor distribution; Equi fights entrenched alternatives platforms.
  • EquiV's niche depends on continued SEC compliance; any ADV problem threatens advisor trust fast.
  • Single-platform alts businesses face existential fee compression if performance lags public benchmarks in 2026.

What makes Equi unique

  • EquiV is SEC-registered and pitches absolute-return portfolios, not plain vanilla alts.
  • Its white-label evergreen structure targets wealth firms needing quarterly liquidity and custom branding.
  • Equi says it sources 12,600 funds and actively hedges portfolios for low correlation.

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Benefits

Flexible Work Hours

Remote Work Options

Professional Development Budget

Wellness Program

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
TechCrunch
Apr 20th, 2023
Vesey Ventures Closes On $78M Debut Fund To Back Early-Stage Fintech Startups

After working together for nearly one decade, three former managing directors of Amex Ventures in early 2022 branched out to form their own fintech-focused venture firm, Vesey Ventures. The trio had made early investments in more than 50 fintech companies, including the likes of Stripe, Plaid, Melio and Trulioo. During that time, they also helped engineer over 100 partnerships between startups and financial services institutions.Their goal was to take that 10 years of experience investing through the venture capital arm of one of the world’s largest credit card companies, and apply it firsthand to new early-stage investments — but with a twist. The firm says its intent is to go beyond term sheets to issuing bespoke “Strategy Sheets,” which outline how Vesey Ventures aims to leverage its network “to act as a company’s first business development team.” In other words, it wants to invest in early-stage fintech and enabling technology companies “where opportunities for early partnerships with financial incumbents exist.”And today, the firm — formed by founding partners and friends Dana Eli-Lorch, Lindsay Fitzgerald and Julia Huang, who all left AMEX Ventures at the same time in late 2021 — has announced the closure of its $78 million debut fund. They named the firm Vesey Ventures after the street where American Express has its headquarters in New York. (They declined to say whether Amex is a limited partner in the new fund.)The feat is particularly impressive considering that, according to PitchBook data recently cited by The Information, “female-led venture firms in the U.S

FinSMEs
Oct 3rd, 2022
Equi Raises $15M In Series A Funding

Equi, a NYC-based alternative investment strategies platform, raised $15M in Series A funding. The round was led by Smash Capital, with support from Company Capital and Montage Ventures