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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 57 jobs
Bloomberg Vault Senior Sales Representative Job Bloomberg Negotiable Manhattan, NY 14 May 13

Vault Senior Sales Representative

Data Solutions Sales Representative Job Bloomberg Negotiable Manhattan, NY 14 May 13

Data Solutions Sales Representative

OTC Derivatives Sales Specialist, Valuation Services Job Bloomberg Negotiable Manhattan, NY 14 May 13

OTC Derivatives Sales Specialist

AIM Account Manager Job Bloomberg Negotiable Manhattan, NY 14 May 13

AIM Account Manager

Experienced Bloomberg Professional Sales and Account Executive Bloomberg Negotiable Manhattan, NY 26 Apr 13

Experienced Sales Representative

Portfolio and Risk Analytics Sales Representative Job Bloomberg Negotiable Manhattan, NY 04 Apr 13

Sales Rep Portfolio Analytics Risk

Enterprise Products & Solutions Sales Representative Job Bloomberg Negotiable Manhattan, NY 28 Mar 13

Bloomberg - Enterprise Products & Solutions Sales Representative

FX Electronic Trading Integration Specialist Job Bloomberg Negotiable Manhattan, NY 15 Mar 13

BVAULT Marketing Campaign Manager Job Bloomberg Negotiable Manhattan, NY 07 Mar 13

VP/New Business Sales/Buy-side/OMS/EMS EC1 Partners $150-180,000 base salary / $400,000 ote New York City, NY 24 May 13

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

Strategic Accounts Director/Buy-side Solutions - New York or Boston EC1 Partners $200-250,000 base salary / $400,000 ote New York City, NY 24 May 13

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

Internal Communications Professional Morgan Stanley Competitive New York City, NY 24 May 13

See job description for details

Marketing Manager, Assistant Vice President, Marketing & Branding Morgan Stanley Competitive Purchase, NY 24 May 13

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News Writer, Internal Communications Morgan Stanley Competitive New York City, NY 24 May 13

See job description for details

Institutional Equity Sales Assistant Morgan Stanley Competitive New York City, NY 24 May 13

See job description for details

Staff Accountant Robert Walters Associates Inc 60K New York City, NY 23 May 13

Staff Accountant reports to the Controller and is responsible for the following functions, among others:

Exhibit Sales Representative IIR USA Competitive Base Salary + Commission + B... New York City, NY 23 May 13

The Exhibit Sales Representative is responsible for the researching, prospecting, presenting and closing of th...

Senior Sponsorship Sales Executive IIR USA Competitive Base Salary + Commission + B... New York City, NY 23 May 13

The Senior Sponsorship Sales Executive is responsible for the researching, prospecting, presenting and closing...

Director of Research and Analysis Juvenile Diabetes Cure Alliance Commensurate with experience New York City, NY 23 May 13

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

Senior Sales Professional OTR Global NY Competitive New York City, NY 23 May 13

THE ROLE OTR Global (OTR) has a large and unique opportunity for a Senior Sales Professional.

Sales NationStaff, Inc. 150k+ New York City, NY 22 May 13

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 New York City, NY 22 May 13

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... New York City, NY 21 May 13

Nexus Research Intelligence is hiring an Institutional Sales Executive to help launch sales of its proprietary...

Institutional Equity Sales Associate Not Disclosed Highly Competitive Base Salary and Bonus New York City, NY 21 May 13

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 Parsippany, NJ 21 May 13

Are you looking to build a profitable business with the support of a prominent national brand? Are you rea...

CIB-Investor Services-Insurance/ACCE Sales Analyst -Associate-NY J.P.Morgan. Competitive New York City, NY 21 May 13

See job description for details

Junior Client Services Executive/Client Relationship Manager - Spanish Speaker City Executive Consultants $45k basic + $10k in bonus'' New York City, NY 21 May 13

My client, a genuine leader in Macro Economic, Country risk and Industry risk research are looking for someone...

Director of Sales- Software Solutions Tuttle agency 150,000- 180,000 plus bonus/commission New York City, NY 20 May 13

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

Community Development Lending & Investment Morgan Stanley Competitive New York City, NY 19 May 13

See job description for details

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...

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