Equity Sales Assistant
Wolfe Research•New York, NY
•$80,000 - $90,000
About The Position
Wolfe Research is seeking a motivated Sales Assistant to join one of its New York-based Sales Teams. This role is suited to a strong candidate with a personality suited to sales and a genuine interest in financial markets. The position offers mentorship and the opportunity for eventual progression into a Sales Associate role. It is open year round as Wolfe Research maintains a pipeline of candidates for current and future openings.
Requirements
- Bachelor's degree from an accredited college or university, with a strong academic track record.
- Strong organizational skills and attention to detail.
- General interest in financial markets and familiarity with equity markets and the institutional equities marketplace.
- Self-starter with the ability to work both autonomously and collaboratively.
Responsibilities
- Support the senior sales team.
- Maintain the client CRM, including extracting client resource utilization to support proper monetization.
- Help identify revenue-generating opportunities.
- Ensure proper and efficient distribution of research.
- Assist with client requests and needs.
- Participate in ad hoc group projects to improve the operations of the broader sales team.
- Create client presentations using Excel and PowerPoint.
- Provide organizational support for client and industry events.
Benefits
- Annual discretionary incentive bonus.
- Medical coverage.
- Dental coverage.
- Vision coverage.
- Life insurance.
- Accident insurance.
- Disability insurance.
- Paid time off, including vacation, sick days/leave, and paid holidays.
- Paid parental leave.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
