JobMesh

Canadian Equity Specialty Sales (VP / Director)

Raymond James · New York City, New York, US

Job Description Summary Under administrative direction, with a high level of autonomy, uses specialized knowledge and skills obtained through education and e...

Job description

Job Description Summary Under administrative direction, with a high level of autonomy, uses specialized knowledge and skills obtained through education and experience to maintain and develop business relationships with assigned accounts. Manage all aspects of assigned accounts including advising clients on investment opportunities and recommending buying and selling of securities. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information. Influences strategic direction and develops tactical plans and completes diverse assignments with substantial latitude for un-reviewed actions or decisions. Extensive contact with Senior Management is required to provide comprehensive solutions to complex problems or needs. Job Description: Essential Duties and Responsibilities: - Develops and maintains relationships with institutional clients and fellow internal professionals to facilitate efficient and effective client service. - Disseminates timely marketing materials for Canadian equity products created by partner firm(s) and services targeted at institutional investors. - Communicate with clients in alignment with guidelines in place...