Senior Associate, Equity Sales - Wedbush Morgan Securities
Los Angeles, CA
About the Job
Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
Our Equity Sales team is seeking to hire an experienced Senior Equity Sales professional. All territories including Canada are being considered for this opportunity. This is an ideal opportunity for a career-minded individual who is interested in growing institutional equity sales business.
Responsibilities include, but are not limited to:
- Initiate, develop, and maintain relationships with institutional clients and prospects
- Contact investors on a daily basis with data points and ideas to assist in their investment process
- Introduce analysts to their respective counterparts and help maintain and grow these relationships
- Set up roadshows for companies to meet institutional investors
- Garner interest and attendance for Wedbush sponsored advisor events
- Open new accounts, increase account votes, and monetize Wedbush resources
- Keep management aware of any developments within client base
- Provide client reviews to management team
- Maintain and update CRM with customer interactions
- Performs other duties as required and assigned
- Bachelor's Degree from accredited university required, preferably in Business, Economics or other related field
- MBA desirable/preferred
- 5+ years of equity sales experience at a senior/producing level required
- Proven track record of establishing and maintaining institutional relationships
- Knowledge of our Research verticals a plus: TMT, Consumer, FIG, Healthcare
- FINRA Series 7/63 licenses required
- Existing top tier institutional and middle-market relationships
- Highly organized multi-tasker who can work effectively independently or under supervision and under tight deadlines
- Team-oriented professionalism with entrepreneurial spirit
- Extremely strong communication and interpersonal skills essential
- Strong desire to grow institutional equity sales business
- Must be highly computer literate and proficient in Excel