Institutional Sales Trainee

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
Junior
Fintech
The Role
Provide administrative and operational support to institutional sales on the trading floor: answer client inquiries, assist daily sales activities, troubleshoot trades and hedges, maintain databases/files, support office administration, obtain industry knowledge and licenses to progress into a junior sales role.
Summary Generated by Built In

Hilltop Securities is looking to hire a Junior Institutional Sales Trainee. The Junior Institutional Sales Trainee will provide administrative and operational support to a team of Salespeople on the trading floor. This is an exciting opportunity to learn the Institutional Sales role and progress into a junior sales position. The target start date for this role will be June or July of 2027.

Responsibilities
  • Answer client inquires over the phone and via email
  • Assist Institutional Sales team with daily activities
  • Troubleshoot trade problems, check hedges and confirm trades with clients and dealers back-office teams
  • Maintain databases and files
  • Support the administrative needs of the office
  • Obtain the necessary knowledge and skills to be successful in the brokerage industry
Qualifications
  • Bachelor's degree required (Finance or Econ preferred)
  • Must have or be willing to obtain Series 7 & 63 licenses within six months of hire
  • Desire to learn the Institutional Sales business
  • Strong PC skills including knowledge of MS office products and the Bloomberg Terminal
  • 1-2 years previous industry or sales experience preferred
  • Team player, comfortable working in a loud, fast-paced, deadline-drive environment
  • Ability to maintain a positive attitude even under extreme pressure
  • Ability to interact professionally with clients and colleagues
  • Excellent verbal, written and interpersonal communication skills
  • Highly motivated, self-starter with an entrepreneurial spirit interested in working in a competitive environment Hours: 6am-6pm
  • Monthly travel will be required to see clients
About UsAt HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.About the TeamHilltopSecurities’ Fixed Income department has over 2,000 Tier I institutional and middle market clients in all 50 states. We focus on three classes of fixed income investments—municipal, taxable, and securitized products. We are able to access a wide range of investment products for our clients, such as GSE agencies, commercial paper, CDs, CMOs, municipals, and corporate and mortgage-backed municipal securities. Our total balance sheet for all products reaches $1 billion, thanks to our more than 100 sales and trading professionals across the county, each of whom provide keen financial guidance. Our department participates in syndication and primary issuance, as well as three types of sales and trading—fixed income, securitized products, and investment grade and high yield. Our capabilities also include supporting the primary issuance of negotiated and competitive securities, HFA pooled securities, and state HFA CMOs.

Skills Required

  • Bachelor's degree (Finance or Economics preferred)
  • Must have or be willing to obtain Series 7 and 63 licenses within six months
  • Strong PC skills, including MS Office products and Bloomberg Terminal
  • 1-2 years previous industry or sales experience
  • Team player, comfortable in a loud, fast-paced, deadline-driven environment
  • Ability to maintain a positive attitude under extreme pressure
  • Ability to interact professionally with clients and colleagues
  • Excellent verbal, written, and interpersonal communication skills
  • Highly motivated self-starter with entrepreneurial spirit
  • Willingness to work required hours (6am-6pm) and monthly client travel
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The Company
HQ: Dallas, Texas
2,577 Employees
Year Founded: 1986

What We Do

Experience. Expertise. Extraordinary Results. PrimeLending, a PlainsCapital Company (NMLS: 13649), is a proven powerhouse in home lending, combining personal guidance and local expertise with fast service, more choices and the flexibility to meet homeowners’ unique needs. We’re a national home lender relentlessly focused on empowering our customers to boldly pursue their homeownership goals. Whether a borrower is looking to buy, refinance or renovate a home, the PrimeLending team can help them make smart home financing decisions and have a rewarding experience along the way. Along with our next level service, PrimeLending owns one of the most comprehensive suite of loan products in the industry, which includes renovation, refinancing, jumbo, FHA, VA, fixed-rate and adjustable-rate mortgage loans. We work alongside business partners, including real estate professionals and homebuilders, who trust us to get the job done on time and done right. Delivering on this promise for more than 30 years, we’re proud to consistently earn a 96% customer satisfaction rating and become our homeowners’ lender for life. Whether you are a homeowner or a business partner, we invite you to experience the PrimeLending difference today! Work at PrimeLending Ready to discover your best and unleash your unlimited potential? PrimeLending is always looking for doers, visionaries, entrepreneurs and leaders who welcome the challenge to find out how good they really are. If you’re a mortgage superstar primed to dominate your local market, contact us today or joinprimelending.com to learn how you can join our winning formula. For licensing information go to www.nmlsconsumeraccess.org https://www.primelending.com/legal-disclosures/licensing-disclosures Equal Housing Lender This site is not authorized by NY Dept of Fin Serv. No mortgage loan applications will be accepted through this site.

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