LEVERAGE YOUR EXISTING CONTACTS in the IFAs, WEALTH MANAGERS, and PRIVATE BANKING MARKET.
BUILD A SUCCESSFUL TEAM AND EARN A SUBSTANTIAL £££ RECURRING INCOME Our client designs and delivers high performing investment solutions by combining innovative financial product design with delivery via best of breed external fund management counterparties.
Their main focus is on non correlated …
View full post on exec-appointments.com: Trading Jobs
Cambridge Building Society has played a major role in the community since its inception in 1850.
Today their head office remains in the centre of Cambridge supporting a strong branch network in the local area.
Their success is due not only to the range of services we offer and our commitment to providing competitive rates of interest, but also to the continual development of our staff. …
View full post on exec-appointments.com: Trading Jobs
About the role
We’ll want you to manage and maintain our business application systems. This is a high-profile role that will see you providing technical leadership and engaging with a wide range of stakeholders, both internal and external. It will fall to you to coordinate both maintenance and upgrade projects from initial design to final implementation. On a day-to-day basis, you’ll …
View full post on exec-appointments.com: Trading Jobs
One of the biggest names in the world of professional services has launched a modelling team producing a unique service offering: Advisory services relating to Credit Portfolio Modelling and Credit Portfolio Management for the financial sector. For this role they require an individual with significant knowledge of Credit Portfolio Modelling to manage a team of quantitative analysts and …
View full post on exec-appointments.com: Trading Jobs
My client is a top tier investment bank with a growing commodity trading presence in the Global markets. They are looking for an experienced Commodities trading Project Manager with a strong knowledge of trading systems and a broad grasp of commodity trading products. The Project Manager role requires the individual to gain knowledge of the trading suite and then be able to apply this …
View full post on exec-appointments.com: Trading Jobs
Newly created position within this International trading house, for an experienced and qualified accountant to take control of this new FP&A function. Reporting to the Senior Finance Controller, you will manage the international function for all business reviews, performance, budgeting, planning and management accounts.
Key Duties
* Responsible for all Management Accounts and …
View full post on exec-appointments.com: Trading Jobs
Apply for Job Here
Active Trader Relationship Managers focus on revenue generation and building strong long-term relationships with our active trading clients, this includes educating clients on E*TRADE FINANCIAL’S wide range of products, platforms and services and presenting them with solutions that meet their trading needs. They offer our clients a personal connection to E*TRADE, and help them be successful traders. Whether that involves analyzing trading strategies with clients, or providing training and support on our trading platforms, our Active Trader Relationship Managers are ready to make the client experience a great one!
ESSENTIAL JOB FUNCTIONS:
REVENUE GENERATION
* Through inbound calls, outbound calls and customer appointments the ATRM will match the proper E*TRADE product with the clients trading needs to maximize revenue
* Acquire New Clients through referrals from existing client base
* Acquire new households through lead generation from seminar presentations
* Perform asset gathering to increase household wealth
* Articulate information, to the customer, about E*TRADE Financial, what it is that sets us apart from our competitors and the products/services available
RELATIONSHIP MANAGEMENT / CUSTOMER SERVICE
* Ensure retention of base clients and continually develop new clients
* Review orders and/or escalate any trading related issues
* Regularly exercise discretion and business judgment; research and resolve customer problems related to E*TRADE Securities accounts immediately or lose current opportunity to acquire assets.
* Maintain and update prospect and sales reports. Responsible for the accurate incentives paid to referral sources.
FINANCIAL EDUCATION
* Conduct training seminars to potential and current Active Trader clients
* Provide training and support on our trading platforms
* Analyze and discuss trading strategies
* Compare product and service details in comparison to professional competition; which requires advance knowledge and preparation, and the regular use of independent judgment.
Requirements
MINIMUM/REQUIRED QUALIFICATIONS:
# Series 7and 63 required Series 3 preferred, Clean U4. Series 3 must be obtained within 90 days of hire date.
# Minimum 3 years brokerage experience required or 1 year E*TRADE Elite Customer Service experience.
# 2+ years of proactive, successful sales experience in the financial services industry
# Ability to professionally conduct group seminars
# Thorough understanding of the securities industry including stocks, options and futures trading.
# Strong history of success in building client relationships and client retention experience
# Must be self-motivated with an outgoing personality and work well in a team setting
# Must have positive and professional customer service attitude.
# Utilize independent decision-making skills to handle and resolve issues. Ability to work independently.
# Computer literacy including familiarity with online services, trading solution platforms, PC skills, and technical resolution. Ability to troubleshoot basic to advanced technical problems
# Excellent organizational skills, with the ability to handle multiple tasks
# Must be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and entire customer experience.
# Travel – The Active Trader Relationship Manager will be called upon to travel and represent E*TRADE at various seminars, Co-sponsored marketing events, Grand Openings, and industry trade shows.
# Bachelors degree or equivalent experience is required.
Subscribe to Trading Jobs by Email
Find the latest Trading Jobs
View full post on Trading Jobs
E*TRADE Financial is looking for a product management professional with a strong background in market data and analytics, and with experience in the brokerage industry. The product manager will be expected to be a subject matter expert on concerns related to market data messaging and the gateways that consume the messaging. The product manager will provide leadership and management of cross functional teams to complete assignments whilst liasing with both the business and technology to deliver innovative solutions.
This position will be responsible for developing business requirements and managing product development life cycle primarily on US, Global securities as well as Active Trader applications. Candidate must be highly motivated, extremely well organized and have excellent leadership skills.
Responsibilities:
– Manage project development life cycle from conception to implementation.
– Prioritize competing product features to get the best value for customers.
– Develop business requirement and functional specification documents based on industry knowledge, market research, and customer feedback.
– Interact closely with other product managers, technology development, design, marketing, compliance, customer service, and trading teams.
– Build and work closely with multiple vendors to service the many market data needs of all of E*Trade’s US Retail business
– Demonstrate ownership and sense of urgency in resolving inquiries and issues.
Requirements Qualifications
– 3+ years of product management experience in the brokerage industry.
– Skilled at defining business and functional requirements for technology projects.
– Good understanding of equity and options markets.
– Ability to manage multiple projects, prioritize and work against multiple deadlines.
– Excellent written and verbal communication skills.
– Adaptable to dynamic work environments and priorities.
– Ability to synthesize business and technology perspectives and communicate effectively to all audiences.
– An energetic person with a unique blend of active trader product knowledge and technical savvy.
Subscribe to Trading Jobs by Email
Find the latest Trading Jobs Here
View full post on Trading Jobs
See job description below
View full post on All Trading Jobs: eFinancialCareers.com
Growing HF is looking for experienced buy-side equity l/s portfolio managers with a proven track record including being up for ’08 and ytd ’09 of running 150mln+
View full post on All Trading Jobs: eFinancialCareers.com