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xThis sector contains all our sales and marketing jobs in financial services firms. Salespeople advise clients such as high net worth individuals, pension funds, hedge funds or other institutional investors on investment opportunities. These can be when to buy and when to sell securities. Financial salespeople usually focus on particular products such as government bonds, equities or derivatives. They should be charming, persuasive and good at selling. Larger investment firms employ research-sales professionals who sell their employer's research expertise. There's also a hybrid sales-trader who recommends products to clients and then executes the trades resulting from their recommendations.
A financial marketer's role is to develop new opportunities to sell these products, as well as preparing marketing materials and business pitches to position the firm as it would like to be seen. Although related, marketing and public relations are distinct functions. Marketers concern themselves with managing a firm's reputation by deciding how its brand name, products and services are portrayed in advertising and promotional campaigns. Public relations people focus on how a bank is represented in the media and, in the case of public companies, to investors.
Salespeople communicate with clients from the moment the financial markets open until the moment they close, as well as for several hours before and after. They start their day reviewing financial publications along with reports from their research staffs. They also listen in on morning conference calls conducted by their research departments, where they learn of upgrades or downgrades to securities already covered, or of new issues being added to the coverage list. All this material becomes fodder for the day's sales calls.
People looking for a financial sales job should be outgoing and self-confident, have the ability to grow and maintain client relationships, have excellent communication skills and the ability to understand complex financial products. They should also be passionate about financial markets, function well under pressure, be comfortable with numbers; and be able to think on their feet and react quickly to changing market conditions.
Marketing staffs not only promote their firms as a whole, but product-specific marketing people sit alongside sales teams. A financial marketing career can include sponsoring events, producing brochures and other collateral, developing corporate logos, determining the pricing and positioning of products and services, and researching markets for potential new products.
To succeed in a financial marketing job you should have strong written and oral communication skills, networking and relationship management capabilities, understanding of and ability to communicate complex financial issues with authority and understanding, and have specific knowledge of markets and market segments.
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| Regional Vice President, Wholesale - North Pacific Region | Calvert Investments, Inc. Base Plus Incentive | USA-WA-Seattle | 19 Jun 13 |
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The Regional Vice President, Wholesale is responsible for selling Calvert's products and services through a th...
| Senior Strategy Analyst | Thomson Reuters Not Specified | USA-NY-New York City | 19 Jun 13 |
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The Strategy & Business Development team reports directly into the President/CEO of the Financial and Risk di...
| Internal Sales Associate | Profund Advisors Competitive | USA-MD-Bethesda | 19 Jun 13 |
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ProShares located in Bethesda, MD just outside Washington D.C., is the world''s largest manager of geared ETFs...
| Investment Specialist | Profund Advisors Base plus bonus | USA-MD-Bethesda | 19 Jun 13 |
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ProShares, headquartered in Bethesda, MD is the largest provider of alternative ETFs. We are building out our ...
| Senior Permanent Recruitment Consultant – EC1 Partners | EC1 Partners negotiable + rewarding commission struct... | USA-NY-New York City | 19 Jun 13 |
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EC1 is a dynamic & fast moving recruitment firm. Established in June 2008 with a vision of building strong rel...
| Junior Permanent Recruitment Consultant – EC1 Partners | EC1 Partners negotiable + rewarding commission struct... | USA-NY-New York City | 19 Jun 13 |
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EC1 are a dynamic & fast moving recruitment firm. Established in June 2008 with a vision of building strong re...
| Sales Executive (ISS QuickScore Sales Specialist) | MSCI Negotiable | USA-CA-San Francisco | 18 Jun 13 |
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Institutional Shareholder Services, a subsidiary of MSCI, is looking for a Sales Executive to increase awarene...
| MSCI Barra Sales Specialist | MSCI Negotiable | USA-MA-Boston | 18 Jun 13 |
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We are currently seeking an experienced Sales professional to join our Client Coverage Organization in Boston,...
| Corporate Services Executive Advisor Team Lead | MSCI Negotiable | USA-MD-Gaithersburg | 18 Jun 13 |
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This is a client-facing, player/coach role that provides consultative and advisory services centered on provid...
| Marketing Communications Manager | MSCI Negotiable | USA-PA-Conshohocken | 18 Jun 13 |
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The Marketing Communications Manager fills a key role on the InvestorForce team and will be responsible for di...
| Electricity Market Analyst | Denver Energy Group Competitive | USA-CO-Denver | 18 Jun 13 |
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See Below.
| Institutional Equity Sales Assistant | Morgan Stanley Competitive | USA-NY-New York City | 18 Jun 13 |
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See job description for details
| Marketing Manager, Assistant Vice President, Marketing & Branding | Morgan Stanley Competitive | USA-NY-White Plains | 18 Jun 13 |
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See job description for details
| Internal Communications Professional | Morgan Stanley Competitive | USA-NY-New York City | 18 Jun 13 |
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See job description for details
| Community Development Lending & Investment | Morgan Stanley Competitive | USA-NY-New York City | 18 Jun 13 |
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See job description for details
| CIB-Investor Services-Insurance/ACCE Sales Analyst -Associate-NY | J.P.Morgan. Competitive | USA-NY-New York City | 18 Jun 13 |
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See job description for details
| Internal Communications, Senior Writer and Editor | Federal Reserve Bank of New York Competitive | USA-NY-New York City | 18 Jun 13 |
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See job description for details
| Analyst, Due Diligence | Franklin Square Capital Partners Competitive Salary and Bonus | USA-PA-Philadelphia | 18 Jun 13 |
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This individual will work alongside Franklin Square's due diligence coordinator to help complete due diligence...
| Internal Sales Consultant | Franklin Square Capital Partners commission | USA-PA-Philadelphia | 18 Jun 13 |
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FS² Capital Partners was founded on the premise that a smart investment is both forward-thinking and practical...
| Senior Marketing Associate / RFP Writer | MacKay Shields LLC Open | USA-NY-New York City | 18 Jun 13 |
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The position's focus is to complete RFPs, RFIs and consultant requests for new business. This person will be ...
| MD- Strategic Relationship Management | Tuttle agency 180,000- 240,000 plus bonus | USA-NJ-Jersey City | 18 Jun 13 |
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Our client, an international financial information services company, is looking an MD level Strategic Relation...
| Cash Management / Short Duration Fixed Income Sales | Not Disclosed Competitive compensation commensurate wi... | USA-NY-New York City | 18 Jun 13 |
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New York City-based Fixed Income Investment Manager seeks experienced sales professional responsible for selli...
| Technical Consultant/Pre-Sales - Risk & Data Management | Riversdale Consulting $Competitive | USA-NY-New York City | 18 Jun 13 |
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My client, Leaders in the Risk Analytics & Data arena are seeking a Technical Pre-Sales Consultant to be respo...
| FX SALES NON-US ACCOUNTS | Not Disclosed base + bonus | USA-NY-New York City | 18 Jun 13 |
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Leading Global broker/dealer seeking an fx sales candidate in London.
| Sales | NationStaff, Inc. 150k+ | USA-NY-New York City | 18 Jun 13 |
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Fixed income derivative trading exchange is seeking high energy, dynamic sales people to join their team.
| Director of Institutional Equity Sales Trading | Comprehensive Recruiting $ OPEN | USA-IL-Chicago | 18 Jun 13 |
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Director of Institutional Equity Sales Trading- Chicago Strong Institutional Client relationships, 10 plus ...
| Research Solutions Sales – New York | TRADING CENTRAL Attractive package (base salary + commis... | USA-NY-New York City | 18 Jun 13 |
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TRADING CENTRAL Americas Sales Team seeks ambitious self-motivated individuals who are ready to grasp business...
| Institutional Equity Sales Associate | Not Disclosed Highly Competitive Base Salary and Bonus | USA-NY-New York City | 17 Jun 13 |
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Top Tier Investment Bank seek an Institutional Equity Sales Associate to join thier team. Will consider: Inve...
| Senior Financial Business Development Executive | Not Disclosed DOE | USA-NY-New York City | 17 Jun 13 |
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National Trading Firm Headquartered in New York City is looking for a Senior Financial Business Development Ex...
| Investment Marketing Communication Specialist Job | BNY Mellon Competitive | USA-MA-Boston | 17 Jun 13 |
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See Job Description