KeyBank

Managing Director, Equity Sales

KeyBank • $165K — $345K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or equivalent experience
  • 5+ years relevant experience
  • FINRA License S63 within 90 Days
  • FINRA License S7 within 90 Days
  • CFA, CPA, or equivalent (preferred)

Responsibilities

  • Develop and maintain investor customer relationships
  • Cultivate new investors and maintain existing ones through rigorous calls
  • Gather information to understand customer strategies and market opportunities
  • Set and achieve aggressive sales goals
  • Advise clients on investment opportunities and recommend securities trading
  • Build in-person relationships with Traders and Sales Assistants
  • Identify process improvements for client service

Benefits

  • Flexible work options where roles can be effectively performed remotely
  • Access to a comprehensive benefits package
  • Support for professional development and continuing education
  • Health and wellness resources
  • Annual incentive compensation based on performance
Full Job Description
Location:
1301 Avenue of the Americas, New York New York

Job Summary
The Managing Director, Account Executive will work with research analysts, traders, and syndicate professionals to increase revenue and market share at important institutional accounts investment management firms and mutual funds nationwide.

Essential Functions
  • Develop and maintain investor customer relationships
  • Ability to cultivate new investors and maintain existing investors through rigorous calling activity resulting in strong personal and professional relationships
  • Develops extensive knowledge about their investor base; Keeps abreast of emerging customer trends; Gathers information to understand customer strategies and their view of market opportunities
  • Have acute awareness of client trends as well as trends of client's competitors
  • Develop marketing plan for area of responsibility
  • Set and achieve aggressive sales goals
  • Accountable for individual production goals
  • Build strong, in-person working relationships with Traders and Sales Assistants. Utilize the full range of company resources available on-site to deliver high-quality solutions and outstanding service to clients
  • Serve as the key leader for client quality and service; acts decisively to implement solutions and resolve crisis, and follows up to assure resolution
  • Communicate timely and relevant data to the client in order to improve their profitability
  • Advise clients on investment opportunities and recommends buying and selling of securities
  • Provide high quality solutions and service to customers; Identifies ways that our product, sales and service organizations work together to deliver value; Searches actively for efficiencies in the way our organization serves customers
  • Be aware of any issues or constraints felt by the client and provide a timely, credible solution
  • Determine ways in which we can improve the firm's service to the client and develop a systematic approach to process improvement
  • Adhere to established compliance policies
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.


Education
  • Bachelor's Degree or equivalent experience (required)
  • Master's Degree in Business Administration (preferred)


Work Experience
  • 5+ years relevant experience (required)


Licenses and Certifications
  • FINRA License S63 within 90 Days (required)
  • FINRA License S7 within 90 Days (required)
  • CFA, CPA, or equivalent (preferred)


Skills
  • Works well in team environment
  • Ability to work under pressure and to strict deadlines
  • Excellent attention to detail with the ability to multi-task
  • Excellent written and verbal communication skills
  • Builds and maintains strong relationships with institutional investors
  • Drives favorable outcomes in investment discussions and client engagements
  • Prioritizes client needs and delivers high-quality service
  • Oversees sales strategy and execution to meet aggressive goals
  • Manages key institutional accounts with a focus on retention and growth
  • Identifies and cultivates new investor relationships
  • Develops marketing and sales plans aligned with client trends and firm goals
  • Advises clients on securities and market opportunities
  • Understands market dynamics and syndicate operations
  • Interprets market data to inform client strategies
  • Adheres to regulatory and internal compliance standards


Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.


Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.


Travel
  • Occasional travel to include overnight stay.


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $165,000.00 - $345,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 08/24/2026

About KeyBank

Shockingly, nearly 9-in-10 people who get their real estate license in America fail. We're solving that problem; And doing it while increasing profitability for the brokerage. Through technology, business automation, and a team approach we have created a system where agents focus solely on working with clients and closing deals.

KeyBank Careers

Joining KeyBank means stepping into a world of professional growth and innovation, where job opportunities abound in an environment that values leadership, diversity, and forward-thinking. As a member of our team, you will be part of a company that's committed to empowering your career journey while contributing to the financial wellness of our communities.

Work You'll Do

At KeyBank, we're not just in the business of banking; we're in the business of helping individuals and communities thrive. By joining our team, you will have the chance to be part of a culture that celebrates diversity and fosters leadership and professional development. Whether you're looking for a position in customer service, IT, finance, or management, KeyBank offers a variety of roles suited to your skills and career aspirations.

Innovate and Lead

KeyBank stands at the intersection of finance and innovation. Our employees are encouraged to lead with creativity and integrity, driving solutions that make a real difference. With a focus on digital transformation and sustainable growth, your work at KeyBank will challenge the status quo and encourage you to explore new ideas.

Grow Your Career

Career growth at KeyBank is not just a possibility—it's a priority. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to inclusion, ensuring all voices are heard and valued.

Be Part of a Great Team

Our team at KeyBank is our strongest asset. We believe in using our collective skills to foster an environment of innovation and collaboration. Join us and connect with colleagues who are just as passionate and driven as you are. Through teamwork, we achieve exceptional results and push the boundaries of what's possible in the banking sector.

Internship and Employment Opportunities

For those starting their careers, KeyBank offers robust internship and employment opportunities that provide a solid foundation in the financial industry. Interns at KeyBank gain hands-on experience, beneficial networking connections, and insights into our day-to-day operations, setting the stage for a successful career.

Benefits and Culture

KeyBank is committed to offering benefits that enhance your life and well-being. From healthcare to retirement plans, and flexible working conditions, we ensure our employees are well taken care of. More than just benefits, our company culture is built on respect, integrity, and accountability—values that guide us in making a positive impact on our clients and communities.

Join Our Team

Explore the job opportunities at KeyBank and find the right fit for your skills and interests. We are continuously hiring and looking for individuals who are curious, innovative, and ready to make a difference. Prepare your resume, ace your interview, and join a team that's dedicated to your success and to transforming the landscape of banking.

Stay Connected

Keep up to date with the latest career tips, industry insights, and company news by following our careers blog. Personalize your experience by subscribing to job alert emails tailored to your preferences, and discover the exciting and rewarding career opportunities that await at KeyBank.

Search KeyBank Jobs

Ready to take the next step in your career? Search open positions at KeyBank that match your skills and interests. We look for passionate, creative, and solution-driven team players who are ready to grow and succeed in a dynamic and supportive environment.

SEARCH KEYBANK JOBS

Join KeyBank and be part of a company where your career is as important to us as it is to you. Together, let's unlock opportunities for growth, innovation, and meaningful impact in the financial world.
Learn more about KeyBank
Size
17,110 employees
Market Cap
$16 billion
Industry
Finance & Insurance
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ
KEY
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at KeyBank

More Finance & Insurance Jobs

Find similar Managing Director, Equity Sales jobs:

NationwideNew York, NY