Institutional Equity Sales
Senior Institutional Equity Sales Representative: The primary role of the Senior Salesperson is to manage their account package in a manner that is in keeping with the objectives of his clients while at the same time bringing to bear as many of our firm's resources as is possible so as to maximize the firm's revenue potential. Senior Sales Reps will have a set list of clients and must assure that those clients are being carefully maintained and developed with our research products as applicable. They will maintain account plans for all important clients as determined by their supervisor which will serve as their and the firm's roadmap to growing an account. The Senior Sales Rep is ultimately responsible for growing business within their account base. The Senior Sales Rep should maintain good working relationships with all of our firm's Research Department personnel and should work closely with the Trading Department personnel that overlap with each of their individual clients. Frequent communication with clients is essential by whatever means is most efficient for the individual client (phone, email, instant message, in person). The Senior Sales Rep is a leader in our firm and must help develop other personnel both on his team and in the Sales Department. Interested candidates should forward a resume, coverage list and writing samples to firstname.lastname@example.org..
Associate Institutional Equity Sales Representative:
The primary role of the associate salesperson is to work with one of our experienced sales people with the expectation that they develop into a senior salesperson in twelve to twenty-four months. Ideal candidates possess a strong analytic background along with experience interacting with clients. The candidate would have two plus years of prior relevant experience. The strong analytics could be based on prior experience in research, public accounting, banking or other financial services positions while the client interaction could be based on direct selling or providing advisory type services. The associate salesperson would be required to secure a FINRA series 7 & 63 license within 90 days of joining the firm. Interested candidates should forward a resume to email@example.com.
Junior Institutional Equity Sales Representative: The primary role of the junior salesperson is to support the senior members of the sales team in servicing the Firm's customers. Duties will include (but are not limited to) answering phones on a timely basis, helping coordinate travel for experienced sales people, maintaining regional travel calendars, interfacing with the Research Department to get timely information for customer requests, assisting in scheduling appointments with clients, maintaining customer databases, maintaining customer interest lists and helping to build and maintain account plans. The junior salesperson will be required to understand our research product over their first six months. Eventually the junior salesperson should develop the competence to make research calls on behalf of experienced sales people. Over time the junior salesperson is expected to develop the skills to progress to being an associate salesperson. The junior salesperson would be required to secure a FINRA series 7 & 63 license within 90 days of joining the firm. Interested candidates should forward a resume to firstname.lastname@example.org.