VP Institutional Equity Sales jobs in United States
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Osaic · 1 month ago

VP Institutional Equity Sales

positionNew York, NY
timeContract
remoteOnsite
seniorityMid, Senior Level
date5+ years exp

Osaic is seeking a Vice President for Institutional Equity Sales to join their Institutional Sales team. The role involves identifying and qualifying institutional investors, offering corporate access, and effectively communicating with clients regarding equity markets and firm research.

Business DevelopmentFinancial ServicesWealth Management
badNo H1BnoteU.S. Citizen Onlynote

Responsibilities

Identifying and qualifying institutional investors (mutual funds, hedge funds, pension funds, family offices) to market firm’s equity transactions
Offer corporate access to investors
Booking roadshows
Ability to effectively communicate with clients and client prospects on equity markets and firm research
Required to comply with applicable regulation, conduct rules, internal policies and procedures
Other duties as assigned

Qualification

Institutional Sales experienceSeries 763 licensedIT skillsCommunication skillsPerform under pressure

Required

Willingness to spend time traveling and socializing with clients
IT skills, including all standard Office applications
Strong communication skills, ability to foster relationships
Demonstrated ability to perform under pressure in a fast-paced environment
Minimum of 5 Years of Institutional Sales experience
Series 7, 63 licensed

Preferred

Bachelor's degree preferred or equivalent experience

Company

Osaic

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Osaic provides the support, resources, and community designed for the future of wealth management.
dateFounded in 2016
location
Phoenix, Arizona, USA
people-size1001-5000 employees
web-link
https://osaic.com/

Funding

Current Stage
Late Stage

Leadership Team

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Jamie Price
Chief Executive Officer
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Kristy Britt
CFO
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