Director/Managing Director, Equity Sales Trader
At a glance
Director-level Sales Leadership role at Citizens Financial Group. Boston · full-time · $250,000–$300,000 base.
growthroles summary, based on the employer's posting.
What you'll do
- Route and execute institutional equity orders received by phone, email or dedicated FIX connections
- Match each client’s objectives and trading style with an execution approach, then explain market conditions and trade insights
- Support existing accounts, pursue new business and help grow revenue through client relationship management
- Coordinate with position traders and assist with operational work as needed
What you bring
- At least five years of experience trading equities
- You hold Series 7, 63 and 55 licenses, or equivalent credentials
- You have a finance degree or related education, or equivalent work experience
Who this fits
This role suits an experienced equity trader who can handle a fast-moving trading environment, interpret markets and electronic trading structures, and communicate execution choices clearly. It is an on-site position in the Boston office, with a Monday-to-Friday schedule of forty or more hours per week.
From the employer
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.
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