KeyBank
VP or Director, Midwest Institutional Equity Sales
KeyBank, Chicago, Illinois, United States, 60290
Location:227 West Monroe Street - Chicago, Illinois 60606
About the JobThe VP or Director of Institutional Equity Sales will work with research analysts, traders and syndicate professionals to increase revenue and market share at important institutional accounts (investment management firms and mutual funds) in the Midwest.
Essential Job Functions
Develop and maintain investor customer relationships
Ability to cultivate new investors and maintain existing investors through rigorous calling activity resulting in strong personal and professional relationships
Develop extensive knowledge about their investor base; Keep abreast of emerging customer trends; Gather information to understand customer strategies and their view of market opportunities
Have acute awareness of client trends as well as trends of client’s competitors
Develop marketing plan for area of responsibility
Set and achieve aggressive sales goals
Accountable for individual production goals
Develop strong and effective working relationships with Traders and sales Assistants; Draw on the full resources of the company to provide high quality solutions and service to customers
Serve as the key leader for client quality and service; act decisively to implement solutions and resolve crisis, and follow up to assure resolution
Communicate timely and relevant data to the client in order to improve their profitability
Advise clients on investment opportunities and recommend buying and selling of securities
Provide high quality solutions and service to customers; Identify ways that our product, sales and service organizations work together to deliver value; Search actively for efficiencies in the way our organization serves customers.
Be aware of any issues or constraints felt by the client and provide a timely, credible solution
Determine ways in which we can improve the firm’s service to the client and develop a systematic approach to process improvement.
Adhere to established compliance policies
Required Qualifications
5 or more years relevant experience
Experience developing a business plan
Bachelor’s degree or equivalent experience
Works well in team environment
Ability to travel
Series 7 and 63 certifications not required for application, but will be required within 3 months of employment
Ability to work under pressure and to strict deadlines
Excellent attention to detail with the ability to multi-task
Excellent written and verbal communication skills
Preferred Qualifications
MBA, CFA, CPA, or equivalent
Compensation and BenefitsThis position is eligible to earn a base salary in the range of $170,000 - $250,000 annually depending on location, level and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Job Posting Expiration Date: 09/26/2024
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About the JobThe VP or Director of Institutional Equity Sales will work with research analysts, traders and syndicate professionals to increase revenue and market share at important institutional accounts (investment management firms and mutual funds) in the Midwest.
Essential Job Functions
Develop and maintain investor customer relationships
Ability to cultivate new investors and maintain existing investors through rigorous calling activity resulting in strong personal and professional relationships
Develop extensive knowledge about their investor base; Keep abreast of emerging customer trends; Gather information to understand customer strategies and their view of market opportunities
Have acute awareness of client trends as well as trends of client’s competitors
Develop marketing plan for area of responsibility
Set and achieve aggressive sales goals
Accountable for individual production goals
Develop strong and effective working relationships with Traders and sales Assistants; Draw on the full resources of the company to provide high quality solutions and service to customers
Serve as the key leader for client quality and service; act decisively to implement solutions and resolve crisis, and follow up to assure resolution
Communicate timely and relevant data to the client in order to improve their profitability
Advise clients on investment opportunities and recommend buying and selling of securities
Provide high quality solutions and service to customers; Identify ways that our product, sales and service organizations work together to deliver value; Search actively for efficiencies in the way our organization serves customers.
Be aware of any issues or constraints felt by the client and provide a timely, credible solution
Determine ways in which we can improve the firm’s service to the client and develop a systematic approach to process improvement.
Adhere to established compliance policies
Required Qualifications
5 or more years relevant experience
Experience developing a business plan
Bachelor’s degree or equivalent experience
Works well in team environment
Ability to travel
Series 7 and 63 certifications not required for application, but will be required within 3 months of employment
Ability to work under pressure and to strict deadlines
Excellent attention to detail with the ability to multi-task
Excellent written and verbal communication skills
Preferred Qualifications
MBA, CFA, CPA, or equivalent
Compensation and BenefitsThis position is eligible to earn a base salary in the range of $170,000 - $250,000 annually depending on location, level and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Job Posting Expiration Date: 09/26/2024
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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