VP/Managing Director

The Fixed Income Salesperson must be an experienced sales leader who possesses in-depth knowledge of fixed income products and a broad understanding of portfolio management. The position is responsible for generating revenue by working an assigned database of leads and accounts and building account relationships by utilizing the appropriate resources of the firm. The qualified person must be able to identify and understand clients’ long term needs and have a proven track record of consistently meeting/exceeding sales targets. A special focus is required on qualifying and developing large sales opportunities, follow up, opening new accounts, and increasing sales revenue of existing accounts.

Duties may include:

• Contact assigned database of sales leads and strengthen existing relationships while maximizing revenue. Leads are assigned at the discretion of management.
• Cultivate prospect relationships and develop sales pipeline by conducting appropriate market research on target prospects, initiating contact and conducting follow-up communications and qualified meetings.
• Exhibit a high level of self-motivation, drive and sales skill, demonstrating continuous progress toward accomplishing/exceeding annual sales goals.
• Introduce and present all of the firm’s services to accounts and prospects and refer qualified opportunities to other sales departments.
• Maintain a high level of organization and time management to follow up effectively on all sales related activity.
• Enter all pertinent information, accurately and consistently, into our database and adhere to all Database Management procedures.

Critical Skills:

• Strong understanding of the fixed income financial markets.
• Ability to read and interpret documents such as bonds, financial market indices, rates, articles, contracts, instructions, and reports.
• Superior written and verbal communication skills, negotiation skills and the ability to speak effectively before groups of customers or with high level employees of an organization.
• Exceptional sales skills while maintaining a high level of professionalism over the phone and in person.
• Consistently friendly, courteous, and respectful of customers, prospects and co-workers.
• Ability to calculate figures and amounts such as discounts, interest rates, commissions, proportions, percentages, amortizations.
• High attention to detail and proven multi-tasking, skills.
• Ability to work independently as well as collaboratively.
• Ability to work calmly and efficiently in a fast-paced environment.
• Ability to quickly learn and adapt to in-house sales programs and other systems as necessary.
• Strong organization skills to monitor and apply to a high volume of financial information.
• Strong analytical and computer skills, proficient in the Bloomberg system.
• IT capabilities: knowledgeable regarding the use of Microsoft Office applications, various database management programs and Internet browser-based applications.
• Strong problem solving and decision-making skills

• Bachelor’s degree, preferably in Finance or Economics.
• A minimum of one year of related institutional, fixed income sales, research or banking experience
• Must have or be able to quickly obtain Series 7 and 63 licenses