Primary duties and responsibilities:

• Develop a clientele of qualified institutional clients to invest in our investment recommendations and products.
• Maintain and support client relationships in order to increase sales from existing clients.
• Work with the Institutional Sales Manager to plan and implement all sales strategies related to Institutional Equity Sales and activities driven to achieve goals through account acquisition and equity building.
• Develop comprehensive sales plans and strategies to align sales activities with the overall company vision/mission.
• Support our conferences and other marketing events with a dedicated calling program.

Experience, Knowledge and Qualifications:

• Excellent communication and interpersonal skills.
• Must have exemplary record of sales performance in the securities industry.
• 3+ years experience in financial services industry.
• Team Player.
• Series 7, 63.