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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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| Associate, Retail Inside Sales | Trust Company of the West Commensurate with experience | USA-CA-Los Angeles | 23 May 13 |
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Work with TCW's external retail sales to develop/grow relationships and assets in their territories.
| Sales | NationStaff, Inc. 150k+ | USA-NY-New York City | 22 May 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- Healthcare | Comprehensive Recruiting $OPEN | USA-NY-New York City | 22 May 13 |
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Institutional Equity Sales professional needed to join Investment Bank. Market our client''s Healthcare resea...
| Institutional Sales - VC Backed Financial Software Company | Nexus Research Intelligence, Inc. Competitive base, commission, and perfor... | USA-NY-New York City | 21 May 13 |
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Nexus Research Intelligence is hiring an Institutional Sales Executive to help launch sales of its proprietary...
| Sales & Client Management Associate | Fidelity Investments-US Base salary plus variable compensation | USA-FL-Jacksonville | 21 May 13 |
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The Client Management Representative (CMR) is a member of an inbound relationship management team designed to ...
| Sales & Client Management Associate | Fidelity Investments-US Base salary plus variable compensation | USA-UT-Salt Lake City | 21 May 13 |
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The Client Management Representative (CMR) is a member of an inbound relationship management team designed to ...
| Sales & Client Management Associate | Fidelity Investments-US Base salary plus variable compensation | USA-TX-Dallas | 21 May 13 |
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The Client Management Representative (CMR) is a member of an inbound relationship management team designed to ...
| Sales & Client Management Associate | Fidelity Investments-US Competitive | USA-KY-Northern | 21 May 13 |
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The Client Management Representative (CMR) is a member of an inbound relationship management team designed to ...
| Sales & Client Management Associate | Fidelity Investments-US Base salary plus variable compensation | USA-NH-Southern | 21 May 13 |
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The Client Management Representative (CMR) is a member of an inbound relationship management team designed to ...
| Client Insights- Marketing Research Manager | BlackRock Not Specified | USA-CA-San Francisco | 21 May 13 |
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We are seeking a marketing or business professional to join the BlackRock Measurement & Market Research tea...
| Institutional Equity Sales Associate | Not Disclosed Highly Competitive Base Salary and Bonus | USA-NY-New York City | 21 May 13 |
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Top Tier Investment Bank seek an Institutional Equity Sales Associate to join thier team. Will consider: Inve...
| Insurance Agency Ownership (Finance/Business Management) | Farmers Eastern Expansion Commensurate with experience | USA-PA-Philadelphia | 21 May 13 |
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Are you looking to build a profitable business with the support of a prominent national brand? Are you rea...
| Insurance Agency Ownership (Finance/Business Management | Farmers Eastern Expansion Commensurate with experience | USA-NJ-Cherry Hill | 21 May 13 |
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Are you looking to build a profitable business with the support of a prominent national brand? Are you rea...
| Insurance Agency Ownership (Finance/Business Management) | Farmers Eastern Expansion Commensurate with experience | USA-NJ-Morristown | 21 May 13 |
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Are you looking to build a profitable business with the support of a prominent national brand? Are you rea...
| Insurance Agency Ownership (Finance/Business Management) | Farmers Eastern Expansion Commensurate with experience | USA-PA-Pittsburgh | 21 May 13 |
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Are you looking to build a profitable business with the support of a prominent national brand? Are you rea...
| Insurance Agency Ownership (Finance/Business Management) | Farmers Eastern Expansion Commensurate with experience | USA-MD-Baltimore | 21 May 13 |
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Are you looking to build a profitable business with the support of a prominent national brand? Are you rea...
| Insurance Agency Ownership (Finance/Business Management) | Farmers Eastern Expansion Commensurate with experience | USA-GA-Atlanta | 21 May 13 |
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Are you looking to build a profitable business with the support of a prominent national brand? Are you rea...
| Insurance Agency Ownership (Finance/Business Management) | Farmers Eastern Expansion Commensurate with experience | USA-PA-Harrisburg | 21 May 13 |
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Are you looking to build a profitable business with the support of a prominent national brand? Are you rea...
| Insurance Agency Ownership (Finance/Business Management) | Farmers Eastern Expansion Commensurate with experience | USA-NY-Albany | 21 May 13 |
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Are you looking to build a profitable business with the support of a prominent national brand? Are you rea...
| Account Executive (Institutional Shareholder Services) | MSCI Competitive | USA-MD-Gaithersburg | 21 May 13 |
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We''re seeking experienced sales candidates for an exciting corp. to corp. Account Executive opportunity with ...
| Sales Executive (ISS QuickScore Sales Specialist) | MSCI Negotiable | USA-CA-San Francisco | 21 May 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 | 21 May 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 | 21 May 13 |
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This is a client-facing, player/coach role that provides consultative and advisory services centered on provid...
| CIB-Investor Services-Insurance/ACCE Sales Analyst -Associate-NY | J.P.Morgan. Competitive | USA-NY-New York City | 21 May 13 |
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See job description for details
| New Business Sales to Buy Side / Hedge Funds – "Cutting Edge" Investment Research Technology | Excelsior Professional Search Appropriate basic salary, & commission s... | USA-MA-Boston | 21 May 13 |
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Opportunity for a high calibre sales professional for the buy side / hedge fund community, who are looking for...
| Junior Client Services Executive/Client Relationship Manager - Spanish Speaker | City Executive Consultants $45k basic + $10k in bonus'' | USA-NY-New York City | 21 May 13 |
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My client, a genuine leader in Macro Economic, Country risk and Industry risk research are looking for someone...
| Director of Institutional Equity Sales Trading | Comprehensive Recruiting $ OPEN | USA-IL-Chicago | 21 May 13 |
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Director of Institutional Equity Sales Trading- Chicago Strong Institutional Client relationships, 10 plus ...
| Inbound Phone Bank Customer Service and Sales Representative | Wells Fargo 12.40-13.00 | USA-UT-Salt Lake City | 20 May 13 |
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Wells Fargo Customer Connection (WFCC) is Wells Fargo''s primary contact center organization. We serve custome...
| Director of Sales- Software Solutions | Tuttle agency 150,000- 180,000 plus bonus/commission | USA-NY-New York City | 20 May 13 |
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Our client, a leading financial services provider, is looking for a Director of Sales for North America.
| Insurance and Financial Services Agent - State Farm | State Farm Insurance Paid Training + Licensing + Signing Bonu... | USA-CA-Santa Ana | 20 May 13 |
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State Farm is looking for successful, business-mind individuals with an strong desire for personal growth, car...