Nomura

Director

• Selling mutual funds, separately managed accounts, ETFs and Private Market Solutions to the broker-dealer community
• Consulting and advising with financial advisors to provide them with value-added strategies to increase growth of their practice
• Expanding and deepening relationships with financial advisors to meet or exceed sales targets, retain existing assets, cross-sell and grow AUM
• Liaising between the financial advisor and the Nomura home office
• Maintaining CRM database with accurate and up-to-date activity, sales pipeline, and advisor information

Regional Director – Northeast

Sales

• Assist senior sales team members with client materials
• Monitor markets and prepare trade ideas
• Support execution of trades and coordinate with teams
• Develop pricing models and conduct scenario analysis

Regional Director – Northeast

Structured Solutions Sales Associate