VP Institutional Equity Sales
Ladenburg Thalmann & Co. Inc.
Vice President – Institutional Equity Sales
Location(s): 640 5th Avenue, New York, NY 10019
Summary:
Ladenburg Thalmann & Co. Inc. is seeking a Vice President, Institutional Equity Sales. The chosen candidate will become a key member of Ladenburg’s Institutional Sales team.
Responsibilities:
- Identifying and qualifying institutional investors (mutual funds, hedge funds, pension funds, family offices) to market firm’s equity transactions
- Offer corporate access to investors
- Booking roadshows
- Ability to effectively communicate with clients and client prospects on equity markets and firm research.
- Required to comply with applicable regulation, conduct rules, internal policies and procedures.
- Other duties as assigned.
Qualifications:
- Willingness to spend time traveling and socializing with clients.
- IT skills, including all standard Office applications.
- Strong communication skills, ability to foster relationships.
- Demonstrated ability to perform under pressure in a fast-paced environment.
- Minimum of 5 Years of Institutional Sales experience.
- Bachelor’s degree preferred or equivalent experience.
- Series 7, 63 licensed
Top Skills
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management.
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
