Senior Equity Sales Executive
1 week ago
About the Role
This is a senior leadership position focused on advancing our firm's presence in the institutional equity market. As a key member of our team, you will drive business growth and deliver high-impact client advisory services.
Key Responsibilities:
- Cultivate and enhance relationships with high-value institutional clients, tailoring investment solutions to align with their long-term goals and risk profiles.
- Define and execute an institutional equity sales strategy that aligns with market trends and our growth objectives; oversee a team of sales professionals, promoting collaboration and sales excellence.
- Serve as a subject matter expert on equity markets, regularly conducting market and sector analysis to anticipate opportunities and risks.
- Share insights with clients and internal teams to inform strategic decision-making.
- Collaborate closely with research, product development, and portfolio management teams to develop and customize investment products that meet the evolving needs of institutional clients.
- Drive revenue growth through identifying and capturing new business opportunities, cross-selling equity solutions, and expanding the client base.
- Evaluate and ensure all client interactions and sales activities meet regulatory standards, and proactively manage risks associated with client portfolios and market dynamics.
- Advise on asset allocation, portfolio structuring, and rebalancing strategies to optimize client returns in line with market conditions and regulatory changes.
Requirements:
- Advanced Market Knowledge: Deep understanding of equity markets, global economic trends, and institutional investment strategies.
- Client-Centric Approach: Proven track record in building and maintaining strategic client relationships and delivering customized financial solutions.
- Leadership & Mentorship: Demonstrated success in leading high-performance sales teams and mentoring junior professionals.
- Analytical & Strategic Thinking: Strong analytical abilities to assess market data, spot trends, and make data-driven recommendations.
- Excellent Communication & Negotiation Skills: Exceptional ability to convey complex market information and negotiate solutions that align with client and firm objectives.
- Compliance & Risk Awareness: Up-to-date knowledge of regulatory standards and a commitment to managing risk in all sales activities.
What We Offer:
- A competitive compensation package with performance-linked incentives ($120,000 - $150,000 per year).
- Access to ongoing professional development, industry networking opportunities, and a collaborative work environment.
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