Technology Sales Specialist, Senior Associate

Job Summary

Technology Sales Specialist, Senior Associate, will work closely with the Senior Sector Specialist in an effort to maintain and drive increased mind share with Equity Sales clients, primarily focused on the New York market. Develop a deep understanding of the Technology, Media and Telecommunications research, relevant risks and mitigants and key debates concerning investors. Leverage insight to build strong working relationships with the firm's target customer base. Work independently using specialized knowledge and skills obtained through experience and/or training and provide advanced support to assigned Institutional Equity Sales professional. Maintains direct contact with Institutional Investors (clients) to, among other responsibilities, facilitate meetings, conference calls, deliver written research, and develop business relationships with assigned institutional accounts. Maintains high level of organization in a fast-paced environment to coordinate sales schedules/travel, marketing trips, client meetings and general office management. Regular contact with internal and external customers is expected to obtain, clarify, or provide facts and information. Works on complex assignments that are broad in nature, requiring originality and ingenuity with team. Assists in the development of corporate financial projections and equity valuation metrics by utilizing adequate quantitative and analytical skills. The Senior Sales Associate role encompasses enhanced client-facing activities as well as discretion in working with reduced oversight.

Essential Duties and Responsibilities including:

Build strong working relationships with targeted Technology focused Equity clients in the New York market. 

Work with Technology Sales team to update and maintain reference materials used by the team to understand key debates by subsector and stock

Maintain active client conversations of research, debates, and best ideas, and provide high level feedback to sales,  trading  and research teams

    Leverage strong interpersonal skills to work with the New York Equity Sales and Trading teams to identify targeted contacts.

    Work with Technology Trading team to identify key performance indicators, expectations, and important dates for each.

    Build strong working relationships with the Research Team in Technology, Media and Telecom.    

    Provides advanced support to assigned Institutional Equity Sales professionals and/or teams.

    Prepare, verifies, and uploads client interaction data to 3rd party aggregators for purposes of reflecting revenue producing services back to our clients for payment.

    Coordinates and facilitates conference calls between clients and analysts.

    Liaises with clients and sales professionals to facilitate corporate access and analyst meetings with limited oversight.

    Communicates with analysts and/or research assistants

    Performs other duties, strategic projects and responsibilities as assigned

    Performs various sales-related duties as directed with supervision, such as:

Independent idea generation suitable for client strategy

Providing market and stock commentary and investor sentiment, color, and positioning

Independent prospecting of new accounts

Conducting strategic conversations to monetize relationships

Targeting relevant clients for Capital Markets opportunities

    Disseminates timely marketing materials for equity products and services targeted at institutional investors

    Contributes to the development and maintenance of relationships with institutional clients by way of:

Entertainment of clients independent of senior Sales Partner

Introducing Raymond James to new client relationships with goal of initiating and growing partnership

Fostering networking opportunities for client base

Developing ability to host corporate and analyst access meetings on behalf of Raymond James

    Responds to inquiries from institutional investors about the department's investment philosophies, products and services.

    Collaborates in the generation of new sales ideas and promotion of new products through written sales memos, proactive phone networking and office visits.

Knowledge, Skills, and Abilities
Knowledge of
   Working knowledge of financial services, research analysis and Equity Capital Markets.
   Working knowledge of investment concepts, practices and procedures used in the securities industry
   Working knowledge of concepts, practices, and procedures of institutional equity sales & sales trading
   Principles of banking and finance and securities industry operations
   Financial markets and products
   ECM travel policies and expense regulations.
   Ability to learn both general and nuanced information for each client account
   Research product/analysts and current industry thoughts.

Skill in
   Assisting in marketing sponsored events to appropriate clients.
   Analyzing problems and establishing solutions in a fast-paced environment.
   Outlining logistics of meetings and travel that collectively satisfy the needs of sales, management, analysts and clients.
   Gathering and compiling data and information for reporting purposes.
   Responding professionally to inquiries and researching and resolving problems in a timely manner.
   Using standard office equipment and required software applications for electronic communication, spreadsheets and databases.
   Using technical/professional knowledge, interpersonal and sales skills to obtain customers' commitment to ideas, services, or products
   Quantitative and analytical skills sufficient to assist in the development of corporate financial projections and equity valuation metrics
   Strong written and verbal communication skills
   Analyzing and interpreting financial statements

Ability to
   Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
   Multi-task and prioritize under pressure.
   Work under tight deadlines using personal initiative without close supervision.
   Attend to detail while maintaining a big picture orientation.
   Handle stressful situations and provide a high level of customer service in a calm and professional manner.
   Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
   Be proactive and demonstrate readiness and ability to initiate action
   Provide a high level of customer service, including demonstrating sensitivity to customer needs and responding proactively.
   Project positive, professional image both internal and with external business contacts.
   Demonstrate uncompromising adherence to ethical principles
   Work independently as well as collaboratively within a team environment.
   Establish and maintain effective working relationships with others.
   Maintain currency in sales/ trading policies and procedures.

Educational/Previous Experience Requirements
Education/Previous Experience
   Bachelor's Degree Required. Majors in Finance, Accounting, Economics, or related fields preferred
   Minimum (1) One to 3 (three) years' experience in a sales and marketing environment or financial services industry.
   OR ~
   Any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications
   Ability to complete all registration requirements necessary for the job within 5 months of start date. o SIE required provided that an exemption or grandfathering cannot be applied. Series 7, Series 63 Required