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Sales & Marketing


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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Showing 1-30 of 120 jobs
Director of Institutional Equity Sales Trading Comprehensive Recruiting $ OPEN Chicago, IL 17 May 13

Director of Institutional Equity Sales Trading- Chicago Strong Institutional Client relationships, 10 plus ...

SEA_Senior Manager, Vertical Marketing (Financial Services) Samsung Electronics America Competitive Ridgefield Park, NJ 17 May 13

Reporting directly to the Director of Vertical Marketing, the Sr. Manager of Financial Services Vertical Marke...

Sales Focused Legal Recruiter Michael Page International - US Strong base and excellent bonus potentia... New York City, NY 17 May 13

Outstanding opportunity to join a team of driven legal recruitment professionals and develop your own business...

Vice President Product Specialist Securities Services Ashton Lane Group Competitive Base & Bonus New York City, NY 17 May 13

Business Development & Sales covering Collateral Management & OTC Valuation Services within a global bank

Investment Specialist Profund Advisors Base plus bonus Bethesda, MD 17 May 13

ProShares, headquartered in Bethesda, MD is the largest provider of alternative ETFs. We are building out our ...

Strategic Accounts Director/Buy-side Solutions - New York or Boston EC1 Partners $200-250,000 base salary / $400,000 ote New York City, NY 17 May 13

Our client provides software, hosting and data services to automate front and middle office investment operati...

First Vice President of Retail Leasing Massey Knakal Realty 100 Commission-Based New York City, NY 17 May 13

As Massey Knakal expands into new businesses and opportunities arise company wide, we are actively recruiting ...

Senior Financial Business Development Executive Not Disclosed DOE New York City, NY 17 May 13

National Trading Firm Headquartered in New York City is looking for a Senior Financial Business Development Ex...

CIB-Investor Services-Insurance/ACCE Sales Analyst -Associate-NY J.P.Morgan. Competitive New York City, NY 17 May 13

See job description for details

Product Marketing Specialist UBS AG - Investment Bank - US Competetive Chicago, IL 16 May 13

Support the marketing, sales and communication initiatives to win and retain client assets under management, w...

Director of Research and Analysis Juvenile Diabetes Cure Alliance Commensurate with experience New York City, NY 16 May 13

Organization: Non-Profit that tracks type-1 diabetes landscape Job Purpose: Lead all aspects of ind...

Director of Institutional Equity Sales- Healthcare Comprehensive Recruiting $OPEN New York City, NY 16 May 13

Institutional Equity Sales professional needed to join Investment Bank. Market our client''s Healthcare resea...

Sr Marketer/IR IJC Partners Base + % New York City, NY 16 May 13

Hedge Fund is seeking a SVP of Marketing/IR.

Sr Marketer- Structured Credit Products IJC Partners DOE Jersey City, NJ 16 May 13

An $5+ billion established hedge fund headquartered in NJ is hiring a Marketing Professional to market Structu...

Senior Relationship Manager IJC Partners base & bonus Chicago, IL 16 May 13

Major Prop Trading Firm seeks a Senior Relationship Manager

Investment Portfolio Manager Bankers' Bank Northeast competitive base salary with commission Glastonbury, CT 16 May 13

Bankers'' Bank Northeast is a specially-chartered bank that offers a variety of correspondent financial servic...

Equity Research Associate Comprehensive Recruiting $ OPEN New York City, NY 16 May 13

Sellside Equity Research Associate. Series 7 & 63.

Performance Consultant Citizens Financial Group, Inc. Competitive Bridgeport, CT 16 May 13

See job description for details

Private Equity Fund Marketing / Distribution Michael Page International - US Base Salary + Performance Bonus New York City, NY 15 May 13

VP of Private Equity Business Development Private Equity seeks an experienced Sales professional. Client a...

Senior Private Equity Syndication Specialist Michael Page International - US Commensurate upon experience Denver, CO 15 May 13

International private equity firm focused on natural resources based in the Rocky Mountain region is seeking a...

Senior Marketing Compliance Analyst USAA Competitive San Antonio, TX 15 May 13

Share our pride. Join our mission. We are currently seeking talented Senior Marketing Compliance Analyst for o...

International Senior Associate Brandywine Global Investment Management Competitive Philadelphia, PA 15 May 13

The role of the International Senior Associate is to support the International Managing Director and his/her d...

Corporate Services Executive Advisor Team Lead MSCI Negotiable Rockville, MD 15 May 13

This is a client-facing, player/coach role that provides consultative and advisory services centered on provid...

MSCI Barra Sales Specialist MSCI Negotiable Boston, MA 15 May 13

We are currently seeking an experienced Sales professional to join our Client Coverage Organization in Boston,...

Sales Executive (ISS QuickScore Sales Specialist) MSCI Negotiable San Francisco, CA 15 May 13

Institutional Shareholder Services, a subsidiary of MSCI, is looking for a Sales Executive to increase awarene...

Director of Sales- Software Solutions Tuttle agency 150,000- 180,000 plus bonus/commission New York City, NY 15 May 13

Our client, a leading financial services provider, is looking for a Director of Sales for North America.

Vice President, Product Manager, Environmental Markit Commensurate with your experience New York City, NY 15 May 13

The position is to assist in carrying out our existing strategy for the growth of environmental assets and pr...

Associate, Client Services Analyst, Client Services Team Markit - US Commensurate with your experience New York City, NY 15 May 13

Client Relations team members are the face of Markit and responsible for being the first point of contact for ...

Auto Finance Sales Rep Citizens Financial Group, Inc. Competitive Texas City, TX 15 May 13

See job description for details

Auto Finance Sales Rep Citizens Financial Group, Inc. Competitive Texas City, TX 15 May 13

See job description for details

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