Senior Associate, Equity Sales
Wedbush Securities
- Los Angeles, CA
- Permanent
- Full-time
- Initiate, develop, and maintain relationships with institutional clients and prospects
- Contact investors on a daily basis with data points and ideas to assist in their investment process
- Introduce analysts to their respective counterparts and help maintain and grow these relationships
- Set up roadshows for companies to meet institutional investors
- Garner interest and attendance for Wedbush sponsored advisor events
- Open new accounts, increase account votes, and monetize Wedbush resources
- Keep management aware of any developments within client base
- Provide client reviews to management team
- Maintain and update CRM with customer interactions
- Performs other duties as required and assigned
- Bachelor's Degree from accredited university required, preferably in Business, Economics or other related field
- MBA desirable/preferred
- 5+ years of equity sales experience at a senior/producing level required
- Proven track record of establishing and maintaining institutional relationships
- Knowledge of our Research verticals a plus: TMT, Consumer, FIG, Healthcare
- FINRA Series 7/63 licenses required
- Existing top tier institutional and middle-market relationships
- Highly organized multi-tasker who can work effectively independently or under supervision and under tight deadlines
- Team-oriented professionalism with entrepreneurial spirit
- Extremely strong communication and interpersonal skills essential
- Strong desire to grow institutional equity sales business
- Must be highly computer literate and proficient in Excel
- Comprehensive medical, dental, and vision coverage with multiple health plan options
- Health Savings Account (HSA) with company-sponsored contributions
- Flexible Spending Accounts (FSA) traditional and dependent care
- Pre-Tax Commuter Benefits
- 401(k) Plan: competitive discretionary company matching and profit-sharing contributions
- Tuition reimbursement ($5,250 max per year)
- Paid Sick Time, Holidays, Volunteer Time Off
- Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.
- FINRA and Professional License Sponsorship
- Charitable Donation Matching Contributions
- Travel & Employee Assistance and Employee Discount Programs
- Discretionary compensation based on the colleague's and the firm's performance