Raymond James Ltd.
Director, Institutional Equity Sales Canada
Job Description
Oversee Canadian institutional equity sales and client relationship management. Apply your investment acumen to support strategic sales operations and enhance client service.
As a director, you will be responsible for expanding equity business relationships and advising clients on investment opportunities. This involves comprehensive knowledge of financial markets and a proactive approach to client engagement. You will work collaboratively with senior management and internal teams to implement effective sales strategies that align with client needs and market trends.
Key Responsibilities:
• Strengthen relationships with institutional clients
• Deliver timely insights on equity products
• Communicate investment philosophies to clients
• Motivate and develop the sales team
• Report performance metrics to senior management
Requirements:
• Bachelor’s degree in relevant discipline
• At least five years in equity sales
• SIE, Series 7, and 63 licenses require...
As a director, you will be responsible for expanding equity business relationships and advising clients on investment opportunities. This involves comprehensive knowledge of financial markets and a proactive approach to client engagement. You will work collaboratively with senior management and internal teams to implement effective sales strategies that align with client needs and market trends.
Key Responsibilities:
• Strengthen relationships with institutional clients
• Deliver timely insights on equity products
• Communicate investment philosophies to clients
• Motivate and develop the sales team
• Report performance metrics to senior management
Requirements:
• Bachelor’s degree in relevant discipline
• At least five years in equity sales
• SIE, Series 7, and 63 licenses require...