Job Description
Oversee Canadian institutional equity sales and client relationship management. Apply your investment acumen to support strategic sales operations and enhance client service.
As a director, you will be responsible for expanding equity business relationships and advising clients on investment opportunities. This involves comprehensive knowledge of financial markets and a proactive approach to client engagement. You will work collaboratively with senior management and internal teams to implement effective sales strategies that align with client needs and market trends.
Key Responsibilities: • Strengthen relationships with institutional clients • Deliver timely insights on equity products • Communicate investment philosophies to clients • Motivate and develop the sales team • Report performance metrics to senior management
Requirements: • Bachelor’s degree in relevant discipline • At least five years in equity sales • SIE, Series 7, and 63 licenses required • St...
As a director, you will be responsible for expanding equity business relationships and advising clients on investment opportunities. This involves comprehensive knowledge of financial markets and a proactive approach to client engagement. You will work collaboratively with senior management and internal teams to implement effective sales strategies that align with client needs and market trends.
Key Responsibilities: • Strengthen relationships with institutional clients • Deliver timely insights on equity products • Communicate investment philosophies to clients • Motivate and develop the sales team • Report performance metrics to senior management
Requirements: • Bachelor’s degree in relevant discipline • At least five years in equity sales • SIE, Series 7, and 63 licenses required • St...