About The Position

Collaborate with management and colleagues to establish a clear marketing plan with defined priorities, market penetration, and revenue goals. Advise the team on strategic positioning and transaction closure, coordinating with internal stakeholders such as structuring, trading, legal, credit, and risk departments. Actively collaborate with a dynamic senior research team. Partner with the TMT Managing Director to strategically grow and expand the TMT franchise. Lead strong governance and controls within the role. Work closely with control functions (Legal, Compliance, Market and Credit Risk, Audit, Finance) to ensure a robust governance and control infrastructure. Cultivate a culture of responsible finance, good governance, supervision, expense discipline, and ethics. Appropriately assess the risk/reward of transactions when making business decisions, considering the firm's reputation. Comply with all role-defined policies and procedures. Obtain and maintain all required registrations/licenses within the appropriate timeframe. 15+ years of sales experience within a financial services organization for Director consideration; Experience in a client-facing role working with the buy-side community, or broader buyside/sellside experience. Proven experience in the Technology, Media, and Telecommunications (TMT) sector. Proven interpersonal and problem-solving skills. Consistently demonstrate clear and concise written and verbal communication. Broad client relationships preferred. Must possess or be able to obtain required licenses, including Series 3, 7, 55, and 63. Demonstrates a strong desire to learn and is a collaborative team player. Bachelor's degree/University degree or equivalent experience. Master's degree preferred.

Requirements

  • 15+ years of sales experience within a financial services organization for Director consideration
  • Experience in a client-facing role working with the buy-side community, or broader buyside/sellside experience.
  • Proven experience in the Technology, Media, and Telecommunications (TMT) sector.
  • Proven interpersonal and problem-solving skills.
  • Consistently demonstrate clear and concise written and verbal communication.
  • Must possess or be able to obtain required licenses, including Series 3, 7, 55, and 63.
  • Demonstrates a strong desire to learn and is a collaborative team player.
  • Bachelor's degree/University degree or equivalent experience.

Nice To Haves

  • Broad client relationships preferred.
  • Master's degree preferred.

Responsibilities

  • Establish a clear marketing plan with defined priorities, market penetration, and revenue goals.
  • Advise the team on strategic positioning and transaction closure.
  • Coordinate with internal stakeholders such as structuring, trading, legal, credit, and risk departments.
  • Actively collaborate with a dynamic senior research team.
  • Partner with the TMT Managing Director to strategically grow and expand the TMT franchise.
  • Lead strong governance and controls within the role.
  • Work closely with control functions (Legal, Compliance, Market and Credit Risk, Audit, Finance) to ensure a robust governance and control infrastructure.
  • Cultivate a culture of responsible finance, good governance, supervision, expense discipline, and ethics.
  • Appropriately assess the risk/reward of transactions when making business decisions, considering the firm's reputation.
  • Comply with all role-defined policies and procedures.
  • Obtain and maintain all required registrations/licenses within the appropriate timeframe.
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