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Senior Associate, Equity Sales
2 months ago
We are seeking an experienced Senior Equity Sales professional to join our team at Wedbush Securities. As a key member of our Equity Sales team, you will be responsible for developing and maintaining relationships with institutional clients and prospects, providing data points and ideas to assist in their investment process, and introducing analysts to their respective counterparts.
Responsibilities:- Establish and maintain relationships with institutional clients and prospects
- Provide data points and ideas to assist in the investment process
- Introduce analysts to their respective counterparts
- Set up roadshows for companies to meet institutional investors
- Garner interest and attendance for Wedbush sponsored advisor events
- Open new accounts, increase account votes, and monetize Wedbush resources
- Keep management aware of any developments within the client base
- Provide client reviews to the management team
- Maintain and update CRM with customer interactions
- Bachelor's Degree from an accredited university, preferably in Business, Economics, or a related field
- MBA desirable/preferred
- 5+ years of equity sales experience at a senior/producing level required
- Proven track record of establishing and maintaining institutional relationships
- Knowledge of our Research verticals a plus: TMT, Consumer, FIG, Healthcare
- FINRA Series 7/63 licenses required
- Existing top-tier institutional and middle-market relationships
- Highly organized multi-tasker who can work effectively independently or under supervision and under tight deadlines
- Team-oriented professionalism with entrepreneurial spirit
- Extremely strong communication and interpersonal skills essential
- Strong desire to grow institutional equity sales business
- Must be highly computer literate and proficient in Excel
- Comprehensive medical, dental, and vision coverage with multiple health plan options
- Health Savings Account (HSA) with company-sponsored contributions
- Flexible Spending Accounts (FSA) traditional and dependent care
- Pre-Tax Commuter Benefits
- 401(k) Plan: competitive discretionary company matching and profit-sharing contributions
- Tuition reimbursement ($5,250 max per year)
- Paid Sick Time, Holidays, Volunteer Time Off
- Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.
- FINRA and Professional License Sponsorship
- Charitable Donation Matching Contributions
- Travel & Employee Assistance and Employee Discount Programs
- Discretionary compensation based on the colleague's and the firm's performance
We are an equal opportunity employer and welcome applications from diverse candidates. Wedbush Securities uses E-Verify to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify here: https://www.e-verify.gov/