Director/Managing Director, Equity Sales Trader

Citizens Bank; Boston (MA); On-site; USD 250,000 - 300,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement benefits

Parental leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Bank is seeking a dynamic Sales Trader to manage equity order flow for institutional clients from our Boston office. You will execute orders across channels, support existing relationships, and contribute to sales efforts while maintaining market expertise and client service.

Responsibilities include handling activity for a defined client base, growing revenue, and collaborating with position traders. Requires Series 7/63/55, 5+ years equity trading, and strong communication skills.

Qualifications

• Strong analytical skills with a good understanding of financial markets.
• Ability to understand complex market structures and electronic trading.
• Ability to perform in a dynamic trading environment.
• Proficient in Microsoft Word, Excel and PowerPoint.
• Excellent communication and organizational skills.
• Bachelor’s degree in finance or related field, or equivalent experience.
• 5+ years’ experience in equity trading.
• Series 7, 63 and 55 licenses (or equivalent) required.

Responsibilities

• Handle trading activity from assigned client base.
• Support full client base as needed.
• Directly and indirectly participate in Sales efforts.
• Manage client relationships with an eye towards maintaining and growing revenue.
• Assist with Operational functions as needed.

Skills

Analytical skills

Financial markets

Electronic trading

Dynamic trading

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Communication

Organizational skills

Equity trading

Education

Bachelor's degree in finance or related field

5+ years’ equity trading experience

Series 7, 63 and 55 licenses

Tools

FIX sessions

Job description

Description

Citizens’ Equity Sales & Trading group is seeking a dynamic Sales Trader to join the team. This individual will manage equity order flow for institutional clients, leveraging technology and market expertise to deliver effective execution and meet client needs. Working closely with position traders, the Sales Trader will support existing client relationships while helping develop new business, with responsibilities spanning sales, trading, execution, and account management. This is an onsite role based in our Boston office.

The Sales Trader will be responsible for receiving and executing equity orders across multiple channels, including phone, email, and dedicated FIX sessions. The successful candidate will maintain a strong understanding of current market trends and communicate market color, trading insights, and execution strategies to clients in a clear and professional manner. They will assess each client’s trading objectives, style, and execution needs to determine the most appropriate trading strategy and provide a high level of client service.

Primary responsibilities include

• Handle trading activity from assigned client base
• Support full client base as needed
• Directly and indirectly participate in Sales efforts
• Manage client relationships with an eye towards maintaining and growing revenue
• Assist with Operational functions as needed

Qualifications, Education, Certifications and/or Other Professional Credentials

• Strong analytical skills with a good understanding of financial markets
• Ability to understand complex market structures and electronic trading
• Ability to perform in a dynamic trading environment
• Proficient in Microsoft Word, Excel and PowerPoint
• Excellent communication and organizational skills
• Bachelor’s degree in finance or related field, or equivalent experience.
• 5+ years’ experience in equity trading
• Series 7, 63 and 55 licenses (or equivalent) required

Hours & Work Schedule

• Hours per Week: 40 +
• Work Schedule: Monday to Friday

Pay Transparency

The salary range for this position is $250,000 to $300,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factorsincluding but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.