Equity Sales Assistant

Wolfe Research

$80K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree from an accredited College/University with a strong academic track record
  • Organizational skills and strong attention to detail
  • General interest in financial markets and familiarity with the equity markets
  • Self-starter with ability to work both autonomously and collaboratively

Responsibilities

  • Support Senior Sales Team
  • Maintain the client CRM and extract resource utilization data
  • Identify revenue generating opportunities
  • Ensure efficient distribution of research
  • Assist with client requests
  • Participate in projects to improve sales team operations
  • Create client presentations using Excel & PowerPoint
  • Provide support for client and industry events

Benefits

  • Medical, dental, and vision coverage
  • Life, accident, and disability insurance
  • Paid time off including vacation, sick leave, and holidays
  • Paid parental leave
  • Annual discretionary incentive bonus
Full Job Description
Description

About the Role

*This role is open year round, as we are always looking to connect and keep a pipeline of candidates for current & future openings.

Wolfe Research is seeking a motivated Sales Assistant to join one of our NY-based Sales Teams. The Sales Assistant role is a great opportunity for a strong candidate with a personality that lends itself to Sales and possesses a genuine interest in financial markets. This role will have the unique opportunity for mentorship with eventual progression into a Sales Associate role.

Responsibilities:
  • Support to Senior Sales Team
  • Maintaining the client CRM, including extracting client resource utilization to ensure proper monetization
  • Help identify revenue generating opportunities
  • Continually ensure proper and efficient distribution of research
  • Assist with client requests and needs
  • Participate in ad hoc group projects to help improve the operations of the greater sales team
  • Create client presentations using Excel & PowerPoint
  • Provide organizational support for client and industry events


Requirements:
  • Bachelor's Degree from an accredited College/University with a strong academic track record
  • Organizational skills and strong attention to detail
  • General interest in financial markets with a familiarity of equity markets and the institutional equities marketplace
  • Self-starter with the ability to work both autonomously and collaboratively


At Wolfe Research we feel passionately about equal pay for equal work and pay transparency is an integral practice for that. The compensation for this role is market competitive with a base salary range of $80,000-$90,000. We intend to offer the selected candidate a base salary within this range, based on non-discriminatory factors including but not limited to skill set, job-related experience, and location. In addition, we offer an annual discretionary incentive bonus and competitive employee benefits including: medical, dental and vision coverage; life, accident and disability insurance. Wolfe also offers paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave.

For more information about Wolfe Research, please visit us at: www.wolferesearch.com

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