
Managing Director, Equity Sales
- New York City, NY
- Permanent
- Full-time
- Contact clients, pro-actively, pitching research, and aids client's investment process
- Attend corporate access events
- Update and verify account info in CRM
- Assist sales when needed (ie. confirming meetings, calls, etc.)
- Complete usage reports to ensure resources are monetized
- Perform other duties as required and assigned
- Bachelor's Degree from an accredited university
- Knowledge of Thomson Eikon
- Knowledge of financial markets
- Proficient in Microsoft Office (Outlook, Word, PowerPoint) with strong Excel skills
- Strong analytical, quantitative, problem-solving, and critical-thinking skills
- Organized and able to multi-task and manage multiple projects and competing priorities without sacrificing accuracy or efficiency
- Detail-oriented
- Excellent verbal and written communication skills
- Strong negotiation and sales skills
- Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family
- Health Savings Account with company-sponsored contributions
- Flexible Spending Accounts (FSA) traditional and dependent care
- Pre-Tax Commuter Benefits
- 401(k) plan with discretionary, competitive company matching and profit-sharing contributions
- Tuition reimbursement up to $5,250/year
- 3 weeks of Paid Time Off
- 2 weeks of Paid Sick Time (may vary by location)
- 10 Paid Holidays
- Charitable Donation Matching Contributions
- Paid Leave (Military, Jury Duty, Volunteer Time Off, Disability, etc.)
- FINRA License Sponsorship
- Travel & Employee Assistance and Employee Discount Programs