Equity Sales Director

About the Role

Key Responsibilities

• Develop understanding of client needs and requirements, and assist with the coordination of the firm's resources to service clients.
• Deliver the firm's Research product to clients on a daily basis.
• Coordinate and host Corporate Access meetings with clients and company management teams.
• Educate clients on high touch and low touch trading capabilities.
• Market Equity Capital Markets transactions, keeping clients updated on demand and price sensitivity.
• Develop, grow, and maintain client relationships.
• Frequent in-person client contact including travel and entertainment to develop, grow and maintain client relationships.

Requirements

• BA/BS degree
• Series 7 & 63 FINRA licenses
• 8-10 years of related work experience
• Strong knowledge of equity research, markets, sectors, industries, stocks and other financial products, corporate access and investment banking
• Emerging sales and client relationship management skills
• Strong organizational and leadership skills
• Advanced skills in written and oral communications, and interpersonal relationship management
• Solid analytical skills
• Ability to multi-task

Nice to Have

• MBA degree, with a Finance focus
• 12+ years of related work experience

Qualifications

• BA/BS degree
• Series 7 & 63 FINRA licenses
• 8-10 years of related work experience

Benefits & Perks

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan
• No less than 10 days of vacation during the first year of employment, along with 10 sick days and paid holidays
• Potential eligibility for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan