Location:

1301 Avenue of the Americas - New York, New York 10019

The Account Executive works with research analysts, traders and syndicate professionals to increase revenue and market share at important institutional accounts (investment management firms and mutual funds) nationwide. May initially work with more seasoned salespeople across the FI platform to gain a deeper understanding of how business is generated.

ESSENTIAL JOB FUNCTIONS

Develops and maintain investor customer relationshipsAbility to cultivate new investors and maintain existing investors through rigorous calling activity resulting in strong professional and personal relationshipsDevelops extensive knowledge about their investor base; Keeps abreast of emerging customer trends; Gathers information to understand customer strategies and their view of market opportunitiesHas acute awareness of client trends as well as trends of client’s competitorsDevelops marketing plan for area of responsibilitySets and achieve aggressive sales goalsAccountable for individual production goalsDevelops strong and effective working relationships with Traders and Sales Assistants; Draws on the full resources of the company to provide high quality solutions and service to customersServes as the key leader for client quality and service; Acts decisively to implement solutions and resolve crisis, and follows up to assure resolutionCommunicates timely and relevant data to the client in order to improve their profitabilityAdvises clients on investment opportunities and recommends buying and selling of securitiesProvides high quality solutions and service to customers; Identifies ways that our product, sales and service organizations work together to deliver value; Searches actively for efficiencies in the way our organization serves customersBe aware of any issues or constraints felt by the client and provide a timely, credible solutionDetermines ways in which we can improve the firm’s service to the client and develop a systematic approach to process improvementAdheres to established compliance policies

REQUIRED QUALIFICATIONS

Bachelor’s Degree7 or more years relevant experienceSeries 7 and 63 licenseExperience developing a business planWorks well in team environmentAbility to travel on occasionAbility to work under pressure and strict deadlinesExcellent attention to detail with the ability to multi-taskExcellent written and verbal communication skills

Preferred Qualifications:

MBA, CFA, CPA, or equivalent

COMPENSATION AND BENEFITS

This position is eligible to earn commission and deferred incentive compensation.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 11/20/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

 

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.