What are the responsibilities and job description for the Junior Institutional Equities Sales Professional position at Strategas Securities?
Strategas Research Partners is a leading institutional brokerage firm focused on providing macro research and capital market services to a wide range of institutional investors and corporations. For the sixth year in a row Strategas was voted the top macro research provider on Wall Street, with ranked analysts in Portfolio Strategy, Economics, Washington Policy, Tax & Accounting and Technical Analysis.
Our sales team is seeking an institutional equities sales professional, who is highly driven and excels at building relationships. This person will work closely with a senior salesperson, with a primary focus on building client relationships. In this position, this person will be exposed to a broad array of macroeconomic research products, which are marketed to the investment management, mutual fund, pension fund and hedge fund community.
As a Junior Institutional Equities Sales Professional, you will:
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Our sales team is seeking an institutional equities sales professional, who is highly driven and excels at building relationships. This person will work closely with a senior salesperson, with a primary focus on building client relationships. In this position, this person will be exposed to a broad array of macroeconomic research products, which are marketed to the investment management, mutual fund, pension fund and hedge fund community.
As a Junior Institutional Equities Sales Professional, you will:
- Work in a structured sales team environment, with a primary focus on building prospective and enhancing existing client relationships
- Utilize a proactive and consultative sales partnership approach to client relationships, including creating client interactions and engaging clients with Strategas resources (research insights, analyst connections, and conferences)
- Prospect and develop new institutional client relationships
- Travel several times per year to client locations in the US
- Collaborate with established Strategas institutional sales professionals
- Learn to be an expert of Strategas research products and trading capabilities
- Participate in daily morning meeting at 7:30 a.m. Eastern Time and contribute to the team’s daily client impact
- Collaborate and communicate with groups within the Equities business, i.e. Sales Trading, Research
- Support general office management – supplies, inventory, kitchen upkeep, reception duties and general clerical responsibilities
- Maintain customer databases and contact lists
- Fast-paced environment that will enable you to grow as a professional
- Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
- Bachelor's Degree
- 1-2 years professional experience. Sales experience preferred
- SIE, Series 7 and 63 required
- $85,000 annual salary
- Bonus potential annually
- Compensation and bonus are commensurate with experience, performance and/or firm profitability
- Medical/Dental/Vision
- B/Well programs
- Competitive bonding leave
- HSA Contribution
- FMLA
- EAP
- 10 paid holidays and competitive PTO package
- Life and disability insurance
- Retirement – 401k match and profit-sharing
- Tuition Reimbursement
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Salary : $85,000