Jr. Equity Sales Representative - Boston

The Jr. Equity Sales Representative is responsible for assisting senior team members in developing and maintaining business relationships with assigned accounts. They will assist in developing client relationships and will market the Firm's products and services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assist experienced sales professionals with client prospecting and client relationship development.
• Gain an understanding of client investment styles and needs. Accompany sales professionals to client meetings. Participate in relationship-building outings and events.
• Develop and maintain a comprehensive understanding of the Firm's equity products and pricing strategies.
• Attend research meetings, teach-ins and listen to analyst research findings.
• Earn the trust and respect of the client team through proactive communication, timely response to questions and the provision of extra effort to ensure client satisfaction.
• Seek opportunities to convey knowledge of equity research, products, and investment opportunities to buy-side clients.
• Assist with cross-selling opportunities.
• Help identify possible leads through client interaction and research.
• Notify traders and more experienced staff to assist with the sales effort.
• Serve as a point of contact for clients when sales professionals are out of the office.
• Ensure all work transactions and products are aligned with firm and function policies, procedures, and standards.
• Additional responsibilities as requested.

QUALITICATIONS

• Knowledge of the equity markets.
• Highly motivated, self-starter, and resourceful.
• Proven ability to multitask and manage changing priorities.
• Strong marketing, business development, and selling skills.
• Strong organizational and prioritization skills.
• Strong verbal and written communication skills.
• Strong problem solving and analytical skills.
• Ability to work effectively in a team environment.

EDUCATION AND EXPERIENCE

• Minimum required: Bachelor's degree in finance, economics, accounting, or business.
• Minimum required: 1-3 years of experience in the financial services industry.

LICENSES AND CREDENTIALS

• Minimum required: SIE Exam, Series 7 and 63.

SYSTEMS AND TECHNOLOGY

• Proficient in Microsoft Excel, Work, PowerPoint, and Outlook.
• Salesforce experience preferred.

Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success – and 26 years of continual growth – is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.