Trader - Fixed Income Business Development
$55,000–$95,000 year
On-siteMinneapolis, Minnesota, United States
Job Summary
Generate taxable and tax-exempt trade ideas, bond ladders, and swap opportunities based on current market conditions and communicate them to Financial Advisors via electronic channels, in-person visits, webinars, and phone calls. Develop and distribute marketing and educational materials for fixed income securities while facilitating account reviews to help advisors generate ideas for client portfolio betterment. Visit branch offices in-person and virtually to educate advisors on fixed income products and capabilities through presentations and one-on-one meetings. Collaborate with trading desks and Fixed Income Strategies to obtain market insight, develop trade ideas, and cross product opportunities, ensuring a cohesive message is delivered to the sales force. Work closely with team members to provide back-up support, share knowledge, and jump in as daily business needs arise, including special projects.
Required Qualifications
- Bachelor's degree in Economics, Finance, Business, or a related field
- 2+ years of experience in financial services
- Strong ability to persuade, motivate and market product through e-mail, voice, and in-person
- Robust organizational and time management skills and ability to multi-task and work independently in a dynamic client-oriented environment
- Excellent communication and presentation skills, both verbal and written
- FINRA Series 7 and 52 licenses, and if necessary, 63 license, or willing to acquire licenses within 3 months
- Up to 15% Travel
Desired Qualifications
- Experience working in fixed income, trading, sales, or strategies
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