1 час назад
Structured Investments Distribution - Analyst (Fintech)
60 000 - 65 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Structured Investments Distribution - Analyst (Fintech): Supporting structured-investment sales through product analysis, outbound appointment setting, and collaboration with bank issuers, financial advisors, and distribution teams with an accent on financial markets, structured products, and client communication. Focus on analyzing regional sales trends, coordinating follow-up activities, and preparing for required FINRA licensing.
Location: New York, New York, United States; hybrid schedule with office work Monday–Thursday and remote flexibility on Friday.
Salary: $60,000–$65,000 per year, plus commission eligibility and equity for full-time employees.
Company
provides financial technology and investment solutions, with the Structured Investments team working closely with bank issuers, clients, financial advisors, and distribution teams.
What you will do
- Conduct outbound calls to schedule appointments for licensed sales professionals, including 50 or more calls per day.
- Learn products and communicate their objectives, risks, features, and benefits.
- Analyze regional and product sales trends across broker-dealer firms and individual financial advisors.
- Support senior sales professionals within an assigned territory and partner with external wholesalers and regional distribution teams.
- Use contact management systems to record information and schedule follow-up activities.
- Learn financial markets and portfolio strategies while preparing for required licenses.
Requirements
- Bachelor’s degree.
- 0–2 years of relevant experience.
- Strong relationship-building, follow-up, communication, organization, and prioritization skills.
- General knowledge of the financial services industry.
- Series 7, Series 63, and SIE licenses, or the ability to obtain them within four months of hire.
- Ability to work in the New York office Monday–Thursday.
Nice to have
- Sales or client service experience in financial services.
- Knowledge of private markets, structured products, and options.
Culture & Benefits
- Hybrid work schedule with remote flexibility on Fridays.
- Equity for all full-time employees and commission eligibility for this role.
- Employer-matched retirement plan.
- Subsidized healthcare, employer-paid dental and vision coverage, telemedicine, and virtual mental health counseling.
- Parental leave and unlimited paid time off.
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