Senior Sales Associate, IES - (Job Number: 2301715)

Raymond James; New York (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Sales Associate to provide advanced support to Institutional Equity Sales teams. This role involves maintaining direct contact with institutional investors, facilitating meetings, and developing business relationships. The ideal candidate will have a strong background in financial services and possess exceptional analytical and communication skills. You will thrive in a fast-paced environment, coordinating schedules and managing office operations while contributing to the growth of client relationships. Join a dynamic team where your expertise will help shape the future of financial services.

Qualifications

• Bachelor’s degree in Finance or related field is required.
• 1-3 years experience in a sales and marketing environment.

Responsibilities

• Provide advanced support to Institutional Equity Sales professionals.
• Coordinate client meetings and facilitate conference calls.
• Maintain detailed working spreadsheets of client interactions.

Skills

Financial Services Knowledge

Analytical Skills

Communication Skills

Problem Solving

Customer Service

Interpersonal Skills

Education

Bachelor’s Degree in Finance, Accounting, or Economics

Tools

Microsoft Office Suite

Job description

Senior Sales Associate, IES - (Job Number: 2301715)

Pay Competitive

Location: New York/New York

Employment type: Full-Time

Job Description

Job Summary
Under limited supervision uses specialized knowledge and skills obtained through experience and/or training to provide advanced support to assigned Institutional Equity Sales professionals and/or teams. Maintains direct contact with Institutional Investors (clients) to, among other responsibilities, facilitate meetings, conference calls, deliver written research, and develop business relationships with assigned institutional accounts. Acts as liaison between various inter-departmental administrators. Maintains high level of organization in a fast-paced environment to coordinate sales schedules/travel, marketing trips, client meetings and general office management. Regular contact with internal and external customers is expected to obtain, clarify, or provide facts and information. May lead the work of others and provides training, coaching, and mentoring to less experienced associates. May perform various sales related duties as directed with some supervision. May have administrator responsibility to manage operation of regional offices. Works on complex assignments that are broad in nature, requiring originality and ingenuity with team. Assists in the development of corporate financial projections and equity valuation metrics by utilizing adequate quantitative and analytical skills. The Senior Sales Associate role encompasses enhanced client-facing activities as well as discretion in working with reduced oversight.

Essential Duties and Responsibilities

• Provides advanced support to assigned Institutional Equity Sales professionals and/or teams.
• Oversees the creation, verification and uploading of client interaction data to 3rd party aggregators for purposes of reflecting revenue producing services back to our clients for payment.
• Coordinates and facilitates conference calls between clients and analysts.
• Liaises with clients and sales professionals to facilitate corporate access and analyst meetings with limited oversight.
• Communicates with analysts and/or research assistants.
• Updates and monitors client research report subscriptions.
• Maintains detailed working spreadsheets of upcoming events relevant to assigned professionals.
• Performs other duties, strategic projects and responsibilities as assigned.
• Operates standard office equipment and uses required software applications.
• Administrator responsibility to manage operations of regional offices.
• May lead the work of others and provides training, coaching, and mentoring to less experienced associates.
• Performs various sales-related duties as directed with supervision, such as:
• Independent idea generation suitable for client strategy.
• Providing market and stock commentary and investor sentiment, color, and positioning.
• Independent prospecting of new accounts.
• Conducting strategic conversations to monetize relationships.
• Targeting relevant clients for Capital Markets opportunities.
• Disseminates timely marketing materials for equity products and services targeted at institutional investors.
• Contributes to the development and maintenance of relationships with institutional clients by way of:
• Entertainment of clients independent of senior Sales Partner.
• Introducing Raymond James to new client relationships with goal of initiating and growing partnership.
• Fostering networking opportunities for client base.
• Developing ability to host corporate and analyst access meetings on behalf of Raymond James.
• Responds to inquiries from institutional investors about the department's investment philosophies, products and services.
• Collaborates in the generation of new sales ideas and promotion of new products through written sales memos, proactive phone networking and office visits.

Knowledge, Skills, and Abilities

Knowledge of
• Working knowledge of financial services, research analysis and Equity Capital Markets.
• Working knowledge of investment concepts, practices and procedures used in the securities industry.
• Working knowledge of concepts, practices, and procedures of institutional equity sales & sales trading.
• Principles of banking and finance and securities industry operations.
• Financial markets and products.
• ECM travel policies and expense regulations.
• Ability to learn both general and nuanced information for each client account.
• Research product/analysts and current industry thoughts.

Skill in
• Assisting in marketing sponsored events to appropriate clients.
• Analyzing problems and establishing solutions in a fast-paced environment.
• Outlining logistics of meetings and travel that collectively satisfy the needs of sales, management, analysts and clients.
• Gathering and compiling data and information for reporting purposes.
• Responding professionally to inquiries and researching and resolving problems in a timely manner.
• Using standard office equipment and required software applications for electronic communication, spreadsheets and databases.
• Using technical/professional knowledge, interpersonal and sales skills to obtain customers' commitment to ideas, services, or products.
• Quantitative and analytical skills sufficient to assist in the development of corporate financial projections and equity valuation metrics.
• Strong written and verbal communication skills.
• Analyzing and interpreting financial statements.

Ability to
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
• Multi-task and prioritize under pressure.
• Work under tight deadlines using personal initiative without close supervision.
• Attend to detail while maintaining a big picture orientation.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Be proactive and demonstrate readiness and ability to initiate action.
• Provide a high level of customer service, including demonstrating sensitivity to customer needs and responding proactively.
• Project a positive, professional image both internal and with external business contacts.
• Demonstrate uncompromising adherence to ethical principles.
• Work independently as well as collaboratively within a team environment.
• Establish and maintain effective working relationships with others.
• Maintain currency in sales/ trading policies and procedures.

Educational/Previous Experience Requirements

Education/Previous Experience
• Bachelor’s Degree Required. Majors in Finance, Accounting, Economics, or related fields preferred.
• Minimum (1) One to 3 (three) years’ experience in a sales and marketing environment or financial services industry.
• OR Any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications
• Ability to complete all registration requirements necessary for the job within 5 months of start date. SIE required provided that an exemption or grandfathering cannot be applied. Series 7, Series 63 Required.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:
• Grow professionally and inspire others to do the same.
• Work with and through others to achieve desired outcomes.
• Make prompt, pragmatic choices and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
• Contribute to the continuous evolution of the firm.

About the company

Raymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations and municipalities through its subsidiary companies.