In this sector, you'll find listings for all of our sales and marketing jobs in financial services firms. Salespeople are responsible for advising clients, like high net worth individuals, retirement funds, hedge funds or other institutional investors on good investment opportunities. These opportunities can be both when to buy and when to sell securities. Financial salespeople often specialize in particular products like government bonds, equities or derivatives. As with every other brand of salesperson, they should be friendly, persuasive and good at selling. Bigger investment firms also hire research-sales professionals who specifically sell their employer's research expertise. There are also hybrid sales-traders who first sell products to clients and then execute the trades that come about from their recommendations.
The job of a financial marketer is to develop new opportunities or gaps in which to sell existing products, alongside creating marketing materials and business pitches to handle the firm's image. Marketing and public relations are separate but related functions. Marketers manage a firm's reputation by choosing how its brand, products and services are shown through advertising and promotional campaigns. Public relations people focus on how their firm is portrayed in the media and, if the company is public, to investors.
Salespeople are in touch with clients from the opening to the closing of the financial markets, usually for several hours before and after. A typical day starts with reviewing financial publications and reports from their research department. They will attend morning conference calls run by those research departments, so they can find out upgrades or downgrades to securities already covered or discover new issues affecting their clients. All this knowledge is taken and used over the rest of the day's sales calls.
Anyone seeking a financial sales job should be naturally outgoing and self-confident, able to grow and maintain client relationships and demonstrate excellent communication skills and the ability to comprehend and explain complex financial products. They should also be enthusiastic about financial markets, deal well with pressure, be comfortable with numbers and both think and react quickly to rapidly changing market conditions.
Marketing staff don't just promote the entire firm; people marketing individual products sit alongside sales teams. A financial marketing career is varied and can include sponsoring events, producing brochures and other printed media, developing corporate logos, determining the pricing and campaigns of products and services and researching markets for new products in development.
Financial marketing jobs require strong written and verbal communication skills, networking and people management skills, the ability to comprehend and explain complex financial issues confidently and an in-depth knowledge of markets and market segments.
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| Senior Sales Director | BNY Mellon Wealth Management Base + commission | Chicago, IL | 13 Feb 12 |
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The incumbent will focus on selling Bank of New York Mellon Wealth Management's investment services to high ne...
| Senior Sales Director | BNY Mellon Asset Management DOE | Pittsburgh, PA, 15258 | 13 Feb 12 |
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Wealth Management Sales Director. Must have experience and contacts in the Pittsburgh area.
| Senior Sales Director - Wealth Mgmt | BNY Mellon Wealth Management DOE | Pittsburgh, PA, 15258 | 13 Feb 12 |
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Sell BNY Mellon's Wealth Management's investment services to high net worth individuals primarily through face...
| Private Banker - Wealth Management | BNY Mellon Wealth Management DOE | Chicago, IL, 60601 | 13 Feb 12 |
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Responsible for developing new and managing existing high net worth Wealth Management clients/accounts in orde...
| Communications Director | BNY Mellon Asset Management Based on experience | Boston, MA | 13 Feb 12 |
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The incumbent directs and executes the thought leadership communications strategy for Wealth Management with t...
| Marketing & Client Services | Not Disclosed Competitive compensation structure | Los Angeles, CA | 13 Feb 12 |
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Established Los Angeles-based investment advisory organization with broad, national base of institutional clie...
| North East Power Trader, Salary: Highly Competitive, (Power, PJM, Energy, Physical, Derivative, Financial, Trader) ; USA office | Selby Jennings Commodities Highly Competitive | Houston, TX, 77001 | 13 Feb 12 |
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An established proprietary trading fund in Houston are looking to expand their power desk. They are seeking ex...
| Performance Analysis, Marketing Coordination for Global Asset Manager – USA based | Selby Jennings Buyside Circa $150,000-$185,000+ bonus potential... | New York, NY, 10001 | 13 Feb 12 |
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My client, the asset management arm of a top tier global investment bank, is looking to add a senior member to...
| Investment Management Advertising Compliance | The Forum Group Base salary, bonus and benefits. | Manhattan, NY, 10016 | 13 Feb 12 |
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Our client, a global investment managment firm based in Midtown is seeking a Marketing Review compliance profe...
| Equity Sales Trader | Comprehensive Recruiting Competitive compensation and benefit pla... | New York City, NY | 13 Feb 12 |
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Independent Broker Dealer with offices located throughout the Northeast seeks experienced Institutional Equity...
| New Business Sales to Hedge Funds – "Cutting Edge" Equity Research Technology | Excelsior Professional Search Ltd Appropriate basic salary, commission str... | New York, NY, 10001 | 13 Feb 12 |
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Opportunity for high calibre sales professionals for the hedge fund community who are looking for a more 'uniq...
| Senior Marketing Manager, Regional 529 Plan | TIAA-CREF Commensurate with experience. | Minneapolis, MN, 55401 | 13 Feb 12 |
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Drive the marketing and sales of state 529 plans.
| INTERNSHIP - Client Services | Societe Generale Commensurate with experience | New York, NY | 13 Feb 12 |
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The Lyxor Client Services Intern will have responsibility for communicating with existing and potential client...
| LatAm Fixed Income/ FX cross-asset sales: NYC; United States of America | Selby Jennings FIFX $:Highly Competitive | New York, NY, 10001 | 13 Feb 12 |
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LatAm Fixed Income sales: New York, USA . $Salary: Highly Competitive. (LatAm, Fixed Income, Rates, Credit, FX...
| US Equity Sales - Latin American client focus- NYC | Selby Jennings Highly Competitive | New York, NY, 10001 | 13 Feb 12 |
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US Cash Equity Sales Latin American client focus Investment bank New York City
| Investment Communications, Asset Allocation (Product Management) | Wellington Management Company, LLP Competitive | Boston, MA, 02108 | 13 Feb 12 |
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Investment Communications, Asset Allocation (Product Management)
| National Sales Manager - Senior Sales - Third Party Distribution | Michael Page International Base and Performance Based Bonus | New York, NY, 10174 | 12 Feb 12 |
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London based firm is looking to add Senior Sales professional to market their platform / product to the Retail...
| ETF Sales Specialist | Pacific Investment Mgmt Company not disclosed | New York, NY | 12 Feb 12 |
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PIMCO launched ETF's in early 2009. Presently, the offering includes 13 ETF's of which 4 are Active, and 9 are...
| Sales Trader - Fixed Income | Comprehensive Recruiting Outstanding compensation and benefit pla... | New York City, NY | 12 Feb 12 |
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Independent Broker Dealer with offices located throughout the Northeast seeks experienced Fixed Income Sales T...
| Sales Business Strategy and Operations | Thomson Reuters not disclosed | New York, NY | 11 Feb 12 |
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See job description below
| Client Development Associate II, McGraw-Hill Financial, S&PCapIQ Boston, MA | Standard & Poor`s not disclosed | Boston, MA, 02108 | 11 Feb 12 |
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See job description below
| Head of Strategic Marketing | Thomson Reuters not disclosed | New York, NY | 11 Feb 12 |
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This position leads Trading Division's opportunity / acquisition analysis across markets, competitors and cust...
| Institutional Sales Specialist - South African Equities | Macquarie Information not provided | New York, NY, 10001 | 11 Feb 12 |
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Reporting to our Head of International SA Sales based in New York, you will play a lead role in growing our de...
| Team Operations Coordinators (Portfolio Strategy, Investor Advisory - client planning) Investment Management | Northwest Highly competitive (base + lucrative bon... | Stamford, CT | 11 Feb 12 |
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Seeking talented client service focused candidates who thrive on being the key "go to person" for a team of cl...
| Registered Representative | Development Corporation for Israel Depending upon experience | New York City, NY | 10 Feb 12 |
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The Registered Representative will be responsible for soliciting sales of Israel Bonds with new and establishe...
| Sales & Account Manager, Financials | Wood Mackenzie Competitive | New York, NY, 10001 | 10 Feb 12 |
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Wood Mackenzie seeks a Sales & Account Manager, focusing on key clients within the Investment Banking Financia...
| Internal Advisor Consultant | BlackRock not disclosed | Princeton, NJ, 08540 | 10 Feb 12 |
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See job description below
| Sales Associate | Russell Investment Group Competitive | Seattle, WA, 98101 | 10 Feb 12 |
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The primary purpose of the Sales Associate is to work effectively with our intermediary clients so as to acqui...
| Sales Associate | Russell Investments Competitive | Milwaukee, WI, 53202 | 10 Feb 12 |
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The primary purpose of the Sales Associate is to work effectively with our intermediary clients so as to acqui...
| Portfolio Specialist - National Accounts | Cohen & Steers, Inc. Competitive | New York, NY, 10017 | 10 Feb 12 |
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Play a critical role in building recognition of Cohen & Steers' investment management capabilities, ultimately...