Become part of a key front-line team as a Senior Analyst in Sales & Trading. Facilitate client transactions while ensuring a seamless, compliant process on an advanced platform.
This role is designed for professionals who excel in managing relationships and operational details in a rapid transactional setting. You will engage with clients throughout the transaction lifecycle, emphasizing clarity and efficiency. Collaboration with legal and operations teams will be critical to your success.
Key Responsibilities:
• First point of contact for client queries
• Deliver actionable insights to guide clients
• Oversee transaction lifecycle management
• Review documentation for accuracy
• Partner with internal teams for issue resolution
Requirements:
• 3+ years in sales/trading or investment roles
• Proven lead generation and outreach experience
• Strong client relationship skills
• Required FINRA Series 7 and 63 licenses
• Excellent organization in managi...