Fixed Income Business Development Professional
About The Position
What is the opportunity? Do you have a passion for fixed income, and helping Financial Advisors (FAs) construct fixed income portfolios for the benefit of clients? As a member of the Fixed Income Business Development team, you will have the opportunity to contribute to the success of our clients’ portfolios. In this role, responsibilities include marketing fixed income securities to the wealth management FAs through electronic communication, in-person visits to branches, webinars and phone calls. This team takes an overarching view of the fixed income landscape educating the sales force on the current market environment and timely product ideas and strategies. What will you do? Idea Generation: Produce taxable and tax-exempt trade ideas, bond ladders, and swap opportunities based on current market conditions and communicate them in a creative and timely fashion to the FAs. Develop and distribute marketing and educational materials for fixed income securities. Facilitate account reviews to help FAs generate ideas for the betterment of client portfolios. Training and Education: Visit branch offices in-person and virtually to educate FAs on fixed income products and capabilities through presentations and one-on-one meetings. Communicate opportunities for FAs to utilize our team and tools to recruit fixed income clients and assets. Initiate input and review of assets "held away" to provide the clients and FAs with a holistic view of their portfolio. Collaboration: Work closely with various team members, trading desks and Fixed Income Strategies to obtain market insight, develop trade ideas and cross product opportunities. Partner with trading desks and Fixed Income Strategies to deliver a cohesive message on fixed income opportunities to FAs. Team player willing to provide back-up for other team members, share knowledge with team, and jump in as the daily business needs arise including special projects. What do you need to succeed?
Requirements
- Bachelor’s degree in Economics, Finance, Business, or a related field
- 5+ years of experience in financial services
- Strong ability to persuade, motivate and market product through e-mail, voice, and in-person
- Robust organizational and time management skills and ability to multi-task and work independently in a dynamic client-oriented environment
- Excellent communication and presentation skills, both verbal and written
Nice To Haves
- Experience working in fixed income, trading, sales, or strategies
- FINRA Series 7 and 52 licenses, and if necessary, 63 license, or willing to acquire licenses within 3 months
Responsibilities
- Produce taxable and tax-exempt trade ideas, bond ladders, and swap opportunities based on current market conditions and communicate them in a creative and timely fashion to the FAs.
- Develop and distribute marketing and educational materials for fixed income securities.
- Facilitate account reviews to help FAs generate ideas for the betterment of client portfolios.
- Visit branch offices in-person and virtually to educate FAs on fixed income products and capabilities through presentations and one-on-one meetings.
- Communicate opportunities for FAs to utilize our team and tools to recruit fixed income clients and assets.
- Initiate input and review of assets "held away" to provide the clients and FAs with a holistic view of their portfolio.
- Work closely with various team members, trading desks and Fixed Income Strategies to obtain market insight, develop trade ideas and cross product opportunities.
- Partner with trading desks and Fixed Income Strategies to deliver a cohesive message on fixed income opportunities to FAs.
- Team player willing to provide back-up for other team members, share knowledge with team, and jump in as the daily business needs arise including special projects.
Benefits
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
- Up to 20% Travel
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
