Senior Associate, Equity Sales Professional

3 weeks ago


Los Angeles, California, United States Wedbush Securities Full time
Job Opportunity
Wedbush Securities is a leading securities firm and investment bank seeking an experienced Senior Equity Sales professional. Our Equity Sales team is responsible for developing and maintaining relationships with institutional clients and prospects. The ideal candidate will have a proven track record of establishing and maintaining institutional relationships, knowledge of our Research verticals, and FINRA Series 7/63 licenses. The role involves initiating, developing, and maintaining relationships with institutional clients and prospects, introducing analysts to their respective counterparts, and setting up roadshows for companies to meet institutional investors. The successful candidate will be highly organized, a multi-tasker who can work effectively independently or under supervision, and have strong communication and interpersonal skills. As part of the overall compensation package, Wedbush Securities offers an array of diverse benefits, including comprehensive medical, dental, and vision coverage, health savings account, flexible spending accounts, and 401(k) plan with competitive discretionary company matching and profit-sharing contributions. The estimated hiring range is $100,000 plus commission. Wedbush Securities aims to foster a culture of inclusion where all colleagues are valued for their unique contributions to the firm and provided equal opportunities to succeed.

Responsibilities
  • Initiate, develop, and maintain relationships with institutional clients and prospects
  • Contact investors on a daily basis with data points and ideas to assist in their investment process
  • Introduce analysts to their respective counterparts and help maintain and grow these relationships
  • 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 client base
  • Provide client reviews to management team
  • Maintain and update CRM with customer interactions
  • Perform other duties as required and assigned


Requirements
  • Bachelor's Degree from accredited university required, preferably in Business, Economics, or other 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


Benefits
  • 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

  • Sales Professional

    4 weeks ago


    Los Angeles, California, United States Sales Talent Inc Full time

    Account Executive OpportunityA leading Global Business Services company is seeking a seasoned Account Executive to drive growth in Southern California.This role involves identifying and pursuing new business opportunities, building relationships with key decision-makers, and closing deals. You will be part of a dynamic sales team in a well-established...


  • Los Angeles, California, United States H&P Executive Search Full time

    Private Equity Associate OpportunityH&P Executive Search is representing a middle-market private equity firm based in Los Angeles, which invests in a mix of public and private equities within the healthcare and life sciences sectors. With a proven track record of driving value creation in high-growth companies, the firm takes a hands-on approach to working...


  • Los Angeles, California, United States SS&C Technologies Full time

    Job Title: Senior Associate, Hedge Fund or Private Equity Fund AccountantAbout the Role:As a Senior Associate in Fund Accounting, you will play a critical role in preparing and processing transactions and financial reports for hedge funds and private equity clients. You will exercise sound judgment in applying accounting principles to complex transactions...


  • Los Angeles, California, United States Selby Jennings Full time

    Company Overview:Selby Jennings is a leading private equity firm dedicated to driving growth and creating value through strategic investments and active management. Their diverse portfolio spans multiple industries, reflecting their broad investment expertise.Position Summary:We are seeking a talented and experienced Private Equity Associate to join our...

  • Sales Associate

    3 weeks ago


    Los Angeles, California, United States AZ Sales Group Full time

    We are seeking a highly motivated and results-driven Sales Associate to join our team at AZ Sales Group. As a Sales Associate, you will be responsible for driving sales growth, building strong relationships with clients, and providing exceptional customer service.Key Responsibilities:Develop and execute sales strategies to meet or exceed sales targetsBuild...

  • Sales Professional

    4 weeks ago


    Los Angeles, California, United States AK's Sales Services Full time

    Unlock Your Sales PotentialAt AK Sales HQ, we're on a mission to revolutionize the sales industry by empowering top performers to excel in their careers. As a Sales Professional, you'll be part of a dynamic team that prioritizes integrity, trust, and transparency in every interaction.Key Responsibilities:Drive sales growth through strategic partnerships and...


  • Los Angeles, California, United States Riot Games Full time

    Job Title: Senior Manager, Equity AdministrationRiot Games is seeking a highly skilled Senior Manager, Equity Administration to join our team. As a key member of our equity team, you will play a critical role in leading our equity programs, including change management, scaling, and enhancing processes, controls, and financial reporting.Responsibilities:Lead...


  • Los Angeles, California, United States Selby Jennings Full time

    Job OverviewSelby Jennings is seeking a seasoned Private Equity Associate to join their team. The ideal candidate will possess a strong background in investment banking, with experience across various industries. This role demands a strategic thinker with excellent analytical skills and the ability to thrive in a dynamic environment.Key...

  • Senior Associate

    3 weeks ago


    Los Angeles, California, United States SS & C Advent Full time

    Job SummaryAs a Senior Associate - Private Equity Fund Accounting Expert at SS&C Advent, you will play a critical role in preparing and processing transactions and financial reports for our private equity clients. This is an exciting opportunity to work with a talented team and contribute to the success of our clients.Key ResponsibilitiesDeliver accurate and...

  • Sales Professional

    4 weeks ago


    Los Angeles, California, United States Sales Talent Inc Full time

    Account Executive OpportunityA leading Global Business Services company is seeking a seasoned Account Executive to drive sales growth in Southern California.This role involves identifying and pursuing new business opportunities, building relationships with key decision-makers, and closing deals. You will be part of a dynamic sales team that thrives on...


  • Los Angeles, California, United States Selby Jennings Full time

    Private Equity AssociateOur client, a reputable private equity firm in Los Angeles, is seeking a skilled Private Equity Associate to join their team. The ideal candidate will have a strong financial background, a deep understanding of the private equity space, and a passion for driving operational improvements and value creation in portfolio companies.Key...


  • Los Angeles, California, United States AZ Sales Group Full time

    Marketing & Sales AssistantWe are a dynamic and innovative marketing and sales consulting firm, committed to excellence in customer acquisition and retention. As a Marketing & Sales Assistant, you will play a key role in promoting our employee and consumer-centric organization, where everyone feels empowered to make decisions.Responsibilities: Resolve...


  • Los Angeles, California, United States Selby Jennings Full time

    Private Equity AssociateAt Selby Jennings, we are seeking a highly motivated and talented Private Equity Associate to join our team in Los Angeles. As a key member of our investment team, you will be responsible for supporting the sourcing, execution, and monitoring of private equity investments across various industries.Key Responsibilities:Assist in the...


  • Los Angeles, California, United States Selby Jennings Full time

    Private Equity AssociateOur client, a leading private equity firm in Los Angeles, is seeking a highly skilled Private Equity Associate to join their team. As a key member of the investment team, you will play a critical role in identifying, evaluating, and executing investment opportunities across various industries.Key Responsibilities:Collaborate with the...


  • Los Angeles, California, United States Jameson Legal Full time

    Market-Leading Opportunity for Healthcare Associate AttorneyThis is a unique chance for a mid-to-senior level healthcare Associate Attorney to join a national practice representing healthcare, health & wellness, and food and drug-focused private equity funds and their portfolio companies, independent sponsors, family offices, high net worth individuals, and...


  • Los Angeles, California, United States Lear Capital Full time

    Unlock Your Earning Potential with Lear CapitalLocation: Los Angeles County (Local candidates only) Overview:Lear Capital, a leading precious metals industry player, is seeking a driven Senior Account Executive to grow our physical gold and silver sales. This role is ideal for a sales professional with a proven track record and a passion for delivering...

  • Sales Associate

    4 weeks ago


    Los Angeles, California, United States AAA Electric Motors Sales and Service Full time

    Job Title: Front Counter Sales PART TIMEAt AAA Electric Motors Sales and Service, we are seeking a highly motivated and customer-focused Front Counter Sales PART TIME representative to join our team.Job Summary:The Front Counter Sales PART TIME representative will be responsible for providing exceptional customer service, processing sales transactions, and...


  • Los Angeles, California, United States Selby Jennings Full time

    Private Equity AssociateOur client, a reputable private equity firm in Los Angeles, is seeking a skilled Private Equity Associate to join their team. The ideal candidate will have a strong financial background, a deep understanding of the private equity space, and a passion for driving operational improvements and value creation in portfolio companies.Key...


  • Los Angeles, California, United States Direct Counsel Full time

    Direct Counsel has partnered with a leading AmLaw Top 50 Law firm to fill a Senior Attorney position in their Private Equity Practice. This role offers a unique opportunity to work with a cutting-edge, growing team that values a supportive and collegial culture.Key Qualifications:Minimum of 4 years of experience in private credit, acquisition finance, or...


  • Los Angeles, California, United States American Senior Benefits Full time

    Overview:At American Senior Benefits, we offer a unique opportunity for professionals to excel in the insurance sales industry. Our hybrid sales organization represents over 220 top carriers, providing a stable and rewarding career path.Our Mission:We strive to provide exceptional customer service and help individuals navigate the complex world of insurance....