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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 102 jobs
CDS Sales MarketAxess Base, Commissions, Bonus USA-NY-New York City 24 May 12

MarketAxess is a leading electronic trading platform that allows investment industry professionals to efficien...

Telemarketing Pro, Ex-Stockbroker Preferred Not Disclosed 30 - $60 per hour, plus bonus. Opportuni... USA-NY-New York City 24 May 12

We are considered by many of our peers to be the leading executive search firm in the world for the placement ...

Financial Advisor Stone Management salary plus commission USA-NY-New York City 24 May 12

Broker Dealer expanding in the New York Area seeks financial advisors to sell a wide range of financial produc...

DC Institutional Sales and Marketing Account Associate Pacific Investment Mgmt Company not disclosed USA-CA-Santa Ana 24 May 12

See job description below

Sales Associate RIMES Technologies Corp competitive USA-MA-Boston 24 May 12

see below

Director of Sales- Enterprise Risk Solutions The Tuttle Agency 150,000-180,000 +bonus USA-NY-New York City 24 May 12

Our client, a leading provider of Enterprise Risk Software, is looking for a Director of Sales for their NYC l...

CDS / Fixed Income Sales Associate Not Disclosed 100000-150000 USA-NY-New York City 24 May 12

We are a leading electronic trading platform that allows investment industry professionals to efficiently tra...

Marketing Manager- SaaS The Tuttle Agency 80,000-110,000k base plus bonus USA-NY-New York City 24 May 12

Our client, a Financial Services SaaS firm, is looking for a Marketing Manager for their NYC location.

Market Data Sales The Tuttle Agency 70,000-85,000 plus bonus and 90,000-170,... USA-NY-New York City 24 May 12

We have two clients looking for Sales people with Market Data or Derivative Valuation Sales. Regional Sales Ma...

Software Sales- Financial Services The Tuttle Agency 75,000-95,000 plus commission USA-NY-New York City 24 May 12

Our client, a provider of trade processing systems, is seeking a Sales Associate to join their growing Sales t...

Hedge Fund Sales - NY Carlton AN Very Competitive USA-NY-New York City 24 May 12

New York; My client is a top Hedge fund that is looking for a senior institutional sales professional

Client Services Analyst Career Group Search Base + Bonus USA-CA-Los Angeles 24 May 12

Our client, a global investment management firm, is looking for a Client Services Analyst who will work with t...

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-NY-New York City 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...

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

Sr. Brand Manager Job Capital One Services, Inc. Competitive USA-VA-Richmond 24 May 12

See Job Description

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

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