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Equity Sales Trading Director jobs at Truist in United States, San Francisco

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United States
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San Francisco
2 jobs found
23.07.2025
T

Truist Equity Sales Director United States, California, San Francisco

Limitless High-tech career opportunities - Expoint
Regular or Temporary:English (Required)1st shift (United States of America)Delivers the firm's resources to Institutional Equity clients and leverages the Equity platform to develop and grow client relationships.Essential Duties and Following...
Description:

Regular or Temporary:

English (Required)

1st shift (United States of America)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.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.


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.

1. MBA degree, with a Finance focus
2. 12+ years of related work experience

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

Show more
06.05.2025
T

Truist Equity Sales Trading Director United States, California, San Francisco

Limitless High-tech career opportunities - Expoint
Regular or Temporary:English (Required)1st shift (United States of America)1. Market ECM deals, keeping clients abreast to price sensitivity and demand.2. Cultivate an opinion on the markets both long term and...
Description:

Regular or Temporary:

English (Required)

1st shift (United States of America)1. Market ECM deals, keeping clients abreast to price sensitivity and demand.
2. Cultivate an opinion on the markets both long term and short term and keep clients informed of these opinions
3. Assure trading activity is compliant and in-line with the firm's expectations and goals.
4. Deliver Research to clients on a daily basis
5. Execute orders and manage the firms risk
6. Sell all aspects of the equity platform including research, corporate access, low touch execution and capital markets.


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. Deliver Research to clients on a daily basis
2. Execute orders and manage the firms risk
3. Cultivate an opinion on the markets both long term and short term and keep clients informed of these opinions
4. Market ECM deals, keeping clients abreast to price sensitivity and demand.
5. Learn all aspects of the equity platform including research, corporate access, low touch execution and capital markets.
6. Maintain firm to firm relationships.


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. At least 8 years of industry experience
2. Leading Producer with deep client relationships
3. Strong understanding of research and capital markets
4. Series 7,57,65


1. 10 years of experience
2. Series 24,7,57,65

- The annual base salary for this position $70,000 + commission

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Regular or Temporary:English (Required)1st shift (United States of America)Delivers the firm's resources to Institutional Equity clients and leverages the Equity platform to develop and grow client relationships.Essential Duties and Following...
Description:

Regular or Temporary:

English (Required)

1st shift (United States of America)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.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.


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.

1. MBA degree, with a Finance focus
2. 12+ years of related work experience

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

Show more
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