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Director/Managing Director, Equity Sales Trader

Citizens Bank

Boston, MAFull-time$250–300K/yrPosted 2 days agoStill listed 1 day ago

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At a glance

Compensation
$250–300K/yr
Location
Boston, MA
Schedule
Full-time
Work Authorization
Not specified

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Job overview

Citizens’ Equity Sales & Trading group seeks a Sales Trader to manage equity order flow for institutional clients and deliver effective execution. The role supports existing client relationships and develops new business through sales, trading, execution, and account management. Based in the Boston office, the Sales Trader assesses client objectives and execution needs, communicates market insights, and provides client service.

Skills & qualifications

RequiredNice to have

Skills

Equity Trading, nice to haveCustomer Relationship Management, nice to haveMarket Analysis, nice to haveSales, nice to haveFinancial Market, nice to haveMicrosoft Excel, nice to haveMicrosoft PowerPoint, nice to haveMicrosoft Word, nice to haveAnalytical Skills, nice to haveFinancial Markets, nice to haveMarket Structure, nice to haveElectronic Trading, nice to haveCommunication, nice to haveOrganization, nice to have

Qualifications

Bachelor's in Finance or Related Field or Equivalent Experience, nice to have5+ Years Equity Trading Experience, nice to haveSeries 7, 63, and 55 Licenses or Equivalent, nice to have

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Match
Parental Leave
Tuition Assistance
Paid Time Off

Full job description

Citizens’ Equity Sales & Trading group is seeking a dynamic Sales Trader to join the team. This individual will manage equity order flow for institutional clients, leveraging technology and market expertise to deliver effective execution and meet client needs. Working closely with position traders, the Sales Trader will support existing client relationships while helping develop new business, with responsibilities spanning sales, trading, execution, and account management. This is an onsite role based in our Boston office. The Sales Trader will be responsible for receiving and executing equity orders across multiple channels, including phone, email, and dedicated FIX sessions. The successful candidate will maintain a strong understanding of current market trends and communicate market color, trading insights, and execution strategies to clients in a clear and professional manner. They will assess each client’s trading objectives, style, and execution needs to determine the most appropriate trading strategy and provide a high level of client service.

Primary responsibilities include

  • Handle trading activity from assigned client base
  • Support full client base as needed
  • Directly and indirectly participate in Sales efforts
  • Manage client relationships with an eye towards maintaining and growing revenue
  • Assist with Operational functions as needed

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Strong analytical skills with a good understanding of financial markets
  • Ability to understand complex market structures and electronic trading
  • Ability to perform in a dynamic trading environment
  • Proficient in Microsoft Word, Excel and PowerPoint
  • Excellent communication and organizational skills
  • Bachelor’s degree in finance or related field, or equivalent experience.
  • 5+ years’ experience in equity trading
  • Series 7, 63 and 55 licenses (or equivalent) required

Hours & Work Schedule

  • Hours per Week: 40 +
  • Work Schedule: Monday to Friday

Pay Transparency The salary range for this position is $250,000 to $300,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. ​ We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Equal Employment and Opportunity Employer Job Applicant Data Privacy Policy Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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