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  • Equity Sales Director

    Truist (San Francisco, CA)



    Apply Now

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

     

    Need Help? (https://www.brainshark.com/bbandt/careers-site-faq)

     

    _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ([email protected]?subject=Accommodation%20request)_

     

    _(accommodation requests only; other inquiries won't receive a response)._

    Regular or Temporary:

    Regular

    **Language Fluency:** English (Required)

    Work Shift:

    1st shift (United States of America)

    Please review the following job description:

    Delivers the firm's resources to Institutional Equity clients and leverages the Equity platform to develop and grow client relationships.

     

    Essential Duties and Responsibilities

     

    Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

     

    1. Develop understanding of client needs and requirements, and assist with the coordination of the firm's resources to service clients.

    2. Deliver the firm's Research product to clients on a daily basis.

    3. Coordinate and host Corporate Access meetings with clients and company management teams.

    4. Educate clients on high touch and low touch trading capabilities.

    5. Market Equity Capital Markets transactions, keeping clients updated on demand and price sensitivity.

    6. Develop, grow, and maintain client relationships.

    7. Frequent in-person client contact including travel and entertainment to develop, grow and maintain client relationships.

    Required Qualifications:

    The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

     

    1. BA/BS degree

    2. Series 7 & 63 FINRA licenses

    3. 8-10 years of related work experience

    4. Strong knowledge of equity research, markets, sectors, industries, stocks and other financial products, corporate access and investment banking.

    5. Emerging sales and client relationship management skills.

    6. Strong organizational and leadership skills.

    7. Advanced skills in written and oral communications, and interpersonal relationship management.

    8. Solid analytical skills.

    9. Ability to multi-task.

    Preferred Qualifications:

    1. MBA degree, with a Finance focus

    2. 12+ years of related work experience

    The annual base salary for this position is $70,000

    **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)

    . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

     

    _Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._

     

    EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf)

     

    Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)

     

    E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\_Participation\_Poster\_ES.pdf)

     


    Apply Now



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