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Associate Convertible Sales jobs in United States
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Citizens · 3 days ago

Associate Convertible Sales

position1301 Avenue of the Americas, New York, NY, 10019, US
timeFull-time
remoteOnsite
seniorityEntry Level
money$130K/yr - $160K/yr
date2+ years exp
Citizens is looking for an Associate to join our Convertible Sales team in New York City. This role involves supporting convertible sales activities and building relationships with institutional investors to enhance the client platform for Research & ECM solutions.
BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

Support the MD in convertible sales activities, including execution preparation and key client coverage initiatives
Market the firm’s convertible offerings and contribute to idea generation and client outreach
Develop and maintain strong relationships with institutional investors and internal stakeholders across Capital Markets, Research, and Trading
Identify, qualify, and engage prospective institutional clients such as hedge funds, mutual funds, pensions, and family offices
Monitor market trends and pricing developments to support timely communication, informed decision‑making, and seamless desk coordination

Qualification

Capital markets experienceFINRA SIE certificationSeries 7 certificationSeries 63 certificationExcel proficiencyBloomberg proficiencyAnalytical skillsVerbal communication skillsAttention to detailTeam collaborationSelf-motivated

Required

Bachelor's degree in finance, Economics, Business, or a related field
2+ years of relevant experience in capital markets, sales, trading support, or other institutional client‑facing financial roles
FINRA SIE, Series 7, and Series 63 required (or ability to obtain within the required timeframe)
Strong verbal communication skills — especially over the phone — with the ability to build and maintain relationships with institutional investors and internal partners
Strong analytical skills with proficiency in Excel, Bloomberg, and market data tools
Demonstrated strong work ethic, attention to detail, and the ability to manage multiple priorities in a fast‑paced environment
Positive, self‑motivated, and entrepreneurial mindset with the ability to work effectively as part of a collaborative team

Benefits

Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States

Company

Citizens

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At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.
dateFounded in 1828
location
Providence, Rhode Island, USA
people-size10001+ employees
web-link
https://www.citizensbank.com/

Funding

Current Stage
Public Company
Total Funding
$2B
2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO

Leadership Team

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Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
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Steve Kozek
Head of Commercial Excellence, Senior Vice President
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Recent News

EIN Presswire
Junior Achievement of New York Unveils New Citizens Banking Station at JA Finance Park
2026-02-02
Business Wire
Citizens Financial Group, Inc. Reports Fourth Quarter 2025 Net Income of $528 million, up 32% YoY, and EPS of $1.13, up 36% YoY
2026-01-22
Business Wire
Citizens Financial Group to Participate at the UBS Financial Services Conference
2026-01-22
Company data provided by crunchbase