Cantor Fitzgerald · 3 days ago
Regional Associate (Sales Support)
United States
Full-time
Remote
Entry Level
$30/hr - $38/hr
1+ years expCantor Fitzgerald is a leading global financial services firm known for its strengths in investment banking and capital markets. They are seeking a Regional Associate to support the sales team by managing client engagement activities, scheduling meetings, and providing administrative support.
Commercial Real EstateFinancial ServicesFinTechManagement ConsultingRisk Management
Hiring Manager
Pia Rosen
Responsibilities
Support the Regional Director in managing daily sales and client engagement activities
Schedule face-to-face meetings, conference calls, and virtual appointments with Financial Advisors, RIAs, and Wirehouse partners
Maintain advisor interactions and activities using Salesforce
Collaborate closely with the Regional Director and Regional Consultant as part of a team-based sales effort
Provide comprehensive administrative support, including meeting preparation and follow-up
Coordinate and set up Wirehouse breakfast and lunch meetings
Participate in company-wide and team calls to stay aligned with business initiatives
Complete required compliance training and adhere to firm policies and procedures
Qualification
Required
Bachelor's degree or equivalent professional experience preferred
1+ years of experience in an administrative, coordinator, or support role (financial services or professional services experience a plus)
Strong organizational and time-management skills with attention to detail
Excellent verbal and written communication skills
Comfort interacting with financial advisors and senior leadership
Proficiency in Microsoft Office (Outlook, Excel, PowerPoint, Word) and CRM systems
Ability to manage multiple tasks and prioritize effectively in a deadline-driven environment
Bachelor's Degree required
Preferred
Experience supporting sales, regional leadership, or advisor-facing teams
Event or seminar planning experience
Professional demeanor with strong relationship-building skills
Self-motivated, proactive, and solution-oriented mindset
Benefits
Competitive benefits package
Discretionary bonuses
Other short- and long-term incentives (e.g., deferred cash, equity, etc.)
Company
Cantor Fitzgerald
Cantor Fitzgerald is a global financial services firm that specializes in equities, investment banking, and real estate.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Howard Lutnick
Chairman and Chief Executive Officer
Danny Salinas
Senior Managing Director, Global Chief Financial Officer
Recent News
2026-01-09
Company data provided by crunchbase