Teams at Oppenheimer & Co. Inc.

Build and maintain relationships with Financial Advisors across the Midwest, providing investment product education, sales support, training, and business development assistance. Partner with Regional Directors and internal product teams to increase adoption of asset management solutions, support asset gathering, and drive territory growth. The role involves advisor meetings, branch visits, educational events, and approximately 25% or more regional travel.

Develop and grow relationships with Financial Advisors across the Northeast, driving adoption of asset management investment solutions and regional asset growth. Responsibilities include territory planning, consultative sales, portfolio reviews, advisor education, investment platform expertise, market insights, relationship management, and business development. The role requires approximately 25% to 50% travel throughout the region and is based in New York City.

Conduct biotechnology equity research by building financial models and market trackers, performing fundamental analysis and due diligence, writing investment research reports, developing industry surveys, and assessing competitors. The role involves attending scientific and medical conferences, engaging with company management and key opinion leaders, and communicating with clients, sales, and trading teams. Associates must develop financial, valuation, accounting, quantitative, and biotechnology expertise while pursuing required FINRA licenses.