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Sales & Marketing


This sector contains all our sales and marketing jobs in financial services firms. Salespeople advise clients on investment opportunities; such clients include high net worth individuals, pension funds, hedge funds or other institutional investors. These investment opportunities can entail when to buy and when to sell securities. Financial salespeople usually focus on particular products such as government bonds, equities or derivatives. Key characteristics for a financial salesperson include being charming, persuasive and good at selling. Larger investment firms employ research-sales professionals who sell their employer's research expertise. There's also a hybrid sales-trader who recommends products to clients and then executes the trades resulting from their recommendations.

A financial marketer's role is to develop new opportunities to sell these products, as well as preparing marketing materials and business pitches to position the firm as it would like to be seen. Marketing and public relations are related however are distinct functions. Marketers concern themselves with managing a firm's reputation by deciding how its brand name, products and services are portrayed in advertising and promotional campaigns. On the other hand, public relations people focus on how a bank is represented in the media and, in the case of public companies, to investors.

For several hours before and after the financial markets open as well as throughout the day salespeople are communicating with their clients. They start their day reviewing financial publications along with reports from their research staff. During morning conference calls conducted by their research departments, salespeople learn of upgrades or downgrades to securities already covered, or of new issues being added to the coverage list. All this material becomes fodder for the day's sales calls.

People looking for a financial sales job should possess some key characteristics including be outgoing and self-confident, have the ability to grow and maintain client relationships, have excellent communication skills and the ability to understand complex financial products. Alongside this they should also be passionate about financial markets, function well under pressure, be comfortable with numbers; and be able to think on their feet and react quickly to changing market conditions

Marketing staff work alongside product-specific marketing people to not only promote the firms as a whole but to also promote their specific products. A financial marketing career can include sponsoring events, producing brochures and other collateral, developing corporate logos, determining the pricing and positioning of products and services, and researching markets for potential new products.

To be a successful financial marketer professional you should have strong written and oral communication skills, networking and relationship management capabilities, understanding of and ability to communicate complex financial issues with authority and understanding, and have specific knowledge of markets and market segments.

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Showing 1-30 of 104 jobs
Head of US Client Service, Marketing and Performance Analysis for Global Asset Manager (B) - New York Based Selby Jennings Buyside Circa $180,000 - $210,000+ bonus potenti... USA-NY-New York City 24 May 12

My client, the asset management arm of a top tier global investment bank, is looking to add a senior member to...

Marketing & Investor Relations / Commodity Hedge Fund Not Disclosed Competitive USA-OR-Portland 24 May 12

Highly-successful, awarding-winning hedge fund. Founded in 2001, firm's commodity strategy has a six-year trac...

Marketing/Proposals Manager Macquarie Information not provided USA-NY-New York City 24 May 12

Macquarie Capital is seeking to recruit a talented and experienced marketing professional to lead Macquarie Ca...

Condensates & NGL's Purchaser, Salary: Highly Competitive, (Condensates, Gas Liquids, NGL, Energy, Physical, Trader, Houston, us Buyer) Selby Jennings Commodities Highly Competitive USA-TX-Houston 24 May 12

A leading oil and energy company are looking for a physical condensates trader for their desk in Calgary. The...

Condensates & NGL's Purchaser, Salary: Highly Competitive, (Condensates, Gas Liquids, NGL, Energy, Physical, Trader, us Buyer) - Houston Selby Jennings Commodities Highly Competitive USA-TX-Houston 24 May 12

A leading oil and energy company are looking for a physical condensates trader for their desk in Calgary. The...

Director Level - US Domestic Crude Supply, Salary: Highly Competitive, (Business Development, Trading, Supply, Leasing, Crude, Texas, Oil, Energy) - based in Houston, Texas Selby Jennings Commodities Highly Competitive USA-TX-Houston 24 May 12

A market leading physical oil and energy house based in Houston is currently developing their crude team. The...

Durum Wheat Trader - based in Toronto Selby Jennings Commodities Dependent Upon Candidate Canada-ON-Toronto 24 May 12

We are currently working with a niche, yet medium sized company who focus within the grains sector. They are ...

Trading – Metals Trading - Salary: Highly Competitive, (Precious, Metals, Gold, Silver, Platinum, Options, Commodities, Trading) - NYC Selby Jennings Commodities Highly Competitive USA-NY-New York City 24 May 12

Our clients, an industry leader in metals trading are looking to expand their precious metals team in New York...

Broker - Head Oil Futures Broker, Salary: Highly Competitive, (Oil, Crude, Energy, Futures, Derivatives, Broker) - located in New York - USA Selby Jennings Commodities Highly Competitive USA-NY-New York City 24 May 12

A market leading brokerage is looking to develop their listed derivative business in the US and seeking an exp...

Inside New Business Sales Executive Thomson Reuters not disclosed USA-MA-Boston 24 May 12

See job description below

RIA External Wholesaler TIAA-CREF Commensurate USA-CA-Los Angeles 24 May 12

Life Insurance RIA Wholesaler

Events and Outreach Manager Moody's Corporation Annual USA-NY-New York City 24 May 12

ResponsibilitiesThe Events & Outreach Manager will be responsible for supporting the Americas team in the ...

Sales Associate Nipun Capital Competitive USA-CA-San Mateo 24 May 12

Nipun Capital is an Asia focused institutional quality asset management firm. Nipun Capital was founded in lat...

VP Agriculture Listed Futures Execution & Clearing Sales / RM Ashton Lane Group, Inc Competitive Base & Bonus USA-NY-New York City 24 May 12

Develop the cross sell capabilities within the Agriculture Sector for a Global Investment Bank

Equity Derivatives Flow Sales - New York City Selby Jennings Equity Highly Competitive USA-NY-New York City 24 May 12

Sales, Equity, Derivatives, Flow, Volatility, Listed Options, New York City, USA, Highly Competitive

Sales Specialist - Multimedia Solutions Thomson Reuters not disclosed USA-NY-New York City 24 May 12

See job description below

LATAM Equity Derivatives Broker - New York City Selby Jennings Equity Highly Competitive USA-NY-New York City 24 May 12

Broking, Equity, Derivatives, LATAM Coverage, Transportable Clients, New York City, USA, Highly Competitive

Financial Intermediary Group Marketing Specialist Wellington Management Company, LLP Competitive USA-MA-Boston 24 May 12

Financial Intermediary Group Marketing Specialist

Analyst/Sales Assistant Robert Half Financial Service Group 55-65K USA-NY-New York City 23 May 12

Robert Half Financial Services specializes in the placement of professionals with top companies in the market....

US Retail High Net Worth Marketing Associate BlackRock not disclosed USA-NJ-Princeton 23 May 12

See job description below

Private Client Sales Executive Personal Risk Management Solutions Commission Based - Income is dependent u... USA-NY-New York City 23 May 12

Personal Risk Management Solutions (PRMS) is a successful entrepreneurial company looking to add Private Clien...

Vice President, Sales The Bowdoin Group Base plus commission USA-NY-New York City 23 May 12

Our client is looking to hire a senior salesperson responsible for the overall sales growth in the Eastern US....

Credit Products Sales Assistant CRT Capital Group LLC Competitve Base Salary plus Commission O... USA-CT-Stamford 23 May 12

Excellent growth oriented front office opportunity

Client Trainer - Sales & Account Management Wood Mackenzie Competitive USA-NY-New York City 23 May 12

The Client Trainer role is to contribute to the growth in research sales by providing a comprehensive training...

Institutional Americas Marketing Director Webber Chase Ltd $ very competitive USA-NY-New York City 23 May 12

Fantastic opportunity for an individual who is looking to grow out the Marketing function of a successful top ...

New Business Sales – Financial Markets / Investment Solutions Excelsior Professional Search Ltd Basic salary cUS$40-60,000, + commission... USA-MA-Boston 23 May 12

Great opportunity to develop a career in sales for the financial markets, with an innovative investment soluti...

Client Service Executive - Sales Business Monitor International Market Rate USA-NY-New York City 23 May 12

Business Monitor International is a leading, independent provider of proprietary data, analysis, ratings, rank...

Associate Business Development Officer, RIA/TPM Channel BlackRock not disclosed USA-NJ-Jersey City 23 May 12

See job description below

Manager, Co-Location Business Development CME Group not disclosed USA-IL-Chicago 23 May 12

See job description below

Senior Sales, Markit Analytics Markit Commensurate with your experience USA-NY-New York City 23 May 12

Markit's Analytics team is presenting an opportunity to join a growing/fast-paced department within our New Yo...

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