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Oppenheimer & Co. Inc. · 2 days ago

Regional Sales and Marketing Professional

Chicago, IL

Full-time

Onsite

Mid, Senior Level

$110K/yr - $150K/yr

3+ years exp

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. They are seeking a Regional Sales and Marketing Professional to work directly with Financial Advisors in the Midwest Region, supporting their marketing efforts and training on wealth management products.

Financial Services

Responsibilities

Support Oppenheimer Financial Advisors’ efforts in marketing and presenting the firm’s wealth management products and investment capabilities to clients

Educate and train Oppenheimer Financial Advisors on the suite of products available on the wealth management platform

Develop strong relationships with OAM Financial Advisors, OAM team members, as well as third party investment management partners through frequent engagement and strategic collaboration

Develop in-depth understanding of suite of wealth management products, existing and new

Demonstrates a strong interest in financial markets, including equities, fixed income, and alternative investments with a desire to stay informed and engaged in market activity

Collaborate with team members to ensure coordination of territory coverage

Ensure presentation materials are accurate and up to date

Travel required, including but not limited to, branch locations to meet with Oppenheimer Financial Advisors and/or clients

Qualification

Sales experienceFINRA Series 7 licenseFINRA Series 66 licenseSMA'sAlternative investmentsWrap fee productsClient facing presentationsBachelor's degreeCommunication skillsInterpersonal skills