Director/Managing Director, Equity Sales Trader
About The Position
Citizens’ Equity Sales & Trading group is seeking a dynamic Sales Trader to manage equity order flow for institutional clients. The role uses technology and market expertise to deliver effective execution and meet client needs. Working closely with position traders, the Sales Trader supports existing client relationships and helps develop new business, with responsibilities spanning sales, trading, execution, and account management. The Sales Trader receives and executes equity orders through multiple channels, including phone, email, and dedicated FIX sessions. The role requires maintaining a strong understanding of current market trends and clearly communicating market color, trading insights, and execution strategies to clients. The successful candidate assesses each client’s trading objectives, style, and execution needs to determine appropriate strategies and provide a high level of client service. This is an onsite position based in the Boston office.
Requirements
- Strong analytical skills and a good understanding of financial markets.
- Ability to understand complex market structures and electronic trading.
- Ability to perform in a dynamic trading environment.
- Proficiency in Microsoft Word, Excel, and PowerPoint.
- Excellent communication and organizational skills.
- Bachelor’s degree in finance or a related field, or equivalent experience.
- At least 5 years of experience in equity trading.
- Series 7, 63, and 55 licenses, or equivalent, required.
Responsibilities
- Handle trading activity from the assigned client base.
- Support the full client base as needed.
- Directly and indirectly participate in sales efforts.
- Manage client relationships with the goal of maintaining and growing revenue.
- Assist with operational functions as needed.
- Receive and execute equity orders through phone, email, and dedicated FIX sessions.
- Communicate market color, trading insights, and execution strategies to clients.
- Assess client trading objectives, style, and execution needs to determine appropriate trading strategies.
Benefits
- Competitive pay.
- Comprehensive medical, dental, and vision coverage.
- Retirement benefits.
- Maternity and paternity leave.
- Flexible work arrangements.
- Education reimbursement.
- Wellness programs.
- Paid time off policy exceeding mandatory paid sick or paid time-away requirements in applicable U.S. jurisdictions.
- Opportunity to earn an annual discretionary bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Director
