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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Equities Sales and Trading, with a strong focus on client relationship management and revenue growth strategies. Proficient in data analytics and leveraging technology, including AI, to enhance client service and operational efficiency.
Highest-signal resume keywords
Equities Sales & TradingClient Relationship ManagementData Analytics ProficiencyLeadership QualitiesSIE, Series 7, and 63
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Equities Order ConsultingLow Touch/Algo TradingTotal Return SwapsETFsMarket StructureTradingInvestingArtificial Intelligence ApplicationsRevenue Growth AnalysisClient Coverage Strategies
Soft Skills
Strong Presentation SkillsPitched SkillsTeam ManagementMotivational Skills
Certifications & Qualifications
SIESeries 7Series 63Series 57
Industry Keywords
Asset ManagersHedge FundsAlternativesAsset OwnersRIAsModel Overlay ProvidersForeign ExchangeFixed IncomeLiquidity and FinancingCross-Selling
About the role
Key responsibilities & impact- Responsibility for day-to-day coverage of BNY’s Equities Execution client base.
- Executing sales activities including Equities order consulting and handling across Stocks, ETFs, Listed Options, Share Repurchase Programs, Low Touch/Algo Trading, and Total Return Swaps.
- Manage client relationships and coverage across a specific group of high-value clients and prospects.
- Client coverage includes segments such as Asset Managers, Hedge Funds, Alternatives, Asset Owners, RIAs and Model Overlay providers.
- Partnering with Legal, Operations, Compliance, Credit and other internal stakeholders and business lines to provide top tier client service and solutions.
- Identifies markets and client segments for future growth and ensures staff are deployed accordingly.
- Analyzing firm and market data to identify revenue growth opportunities.
- Helps manage and motivate less experienced sales team members.
- Work with other product areas withing BNY Markets, including Foreign Exchange, Fixed Income, and Liquidity and Financing to drive client business.
- Cross-sell and Cross-collaborate with BNY Wealth Solutions, Asset Servicing, Global Payments & Trade, Global Clearing, and other BNY business units on client coverage.
Requirements
What you’ll need- Bachelor’s degree required and Advanced/graduate degree preferred.
- 10+ years of experience in Equities Sales & Trading preferred.
- Demonstrated interest in Equities Markets, Trading, Investing, Market Structure, Technology, and Artificial Intelligence applications.
- Strong presentation and pitching skills.
- SIE, Series 7 and 63 required. Series 57 encouraged.
- Experience working with ETFs desired.
- Individual with strong leadership qualities and the ability to manage multiple concurrent clients and workstreams.
- Data analytics proficiency and experience utilizing AI to improve workflows.
- Experience managing teams preferred.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Paid time off
- Paid volunteer time
- Flexible global resources and tools
