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Crude Oil & Futures Trading | Trading Strategies & Guidance

Tag: Regional

  • Regional Fixed Income Specialist – Fort Worth TX

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    TD Ameritrade Holding Corporation, through its brokerage subsidiaries, provides a dynamic balance of investment products and services that make it the investment firm of choice for millions of retail investor and independent registered investment advisor (RIA) clients. Listed by Forbes as one of America’s best big companies, the Company offers a full spectrum of investment services, including a leading active trader program, intuitive long-term investment solutions and a national branch system, as well as relationships with one of the largest independent RIA networks.

    TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace.

    TD Ameritrade is a leading organization that has provided brokerage and investment services for over 30 years. Listed in Forbes as one of America’s best big companies1, the Company offers a full spectrum of investment services, including a leading active trader program, intuitive long-term investment solutions and a national branch system. Through our brokerage subsidiaries, we provide innovative, powerful online trading tools and services to individual investors.

    Our associates are at the heart of what we do. We believe in teamwork, putting clients first, building strong relationships, achieving quality results and working with integrity.

    Role:

    The Fixed Income Sales & Services Teams (FIS&S) are a part of the Investor Solutions Group in Retail Distribution. The teams are comprised of highly skilled fixed income professionals who work in conjunction with TD Ameritrade’s retail distribution channels including Branches, National Branch and Investor Services to service and deepen relationships with high assets clients and prospects with fixed income needs.

    The Regional Bond Specialist will be responsible for a developing a territory to grow fixed income clients by partnering with local Branch Managers & Investment Consultants (ICs). The Specialists will convert client referrals, co-manage fixed income HAC (High Asset Client) relationships with ICs, and make proactive outbound client development calls. The Specialist will primarily be educating clients on fixed income strategies and solutions for their portfolio, positioning new products and solutions and providing excellent execution and services to deepen client relationships.

    These activities will require a strong knowledge of the securities industry, complex fixed income products and solutions, portfolio management theory, portfolio analysis and construction and recommendations on appropriate fixed income products as part of a client’s overall portfolio allocation. The Specialist will be a highly motivated self-starter with superior fixed income knowledge and expertise and a proven track record of exceeding sales targets and goals.

    Responsibilities:

  • Ability to develop value-added client relationships within a territory by working closely with branches
  • Build trust and strong relationships with Branch Managers & IC’s to retain existing fixed income clients and acquire new high net worth clients with fixed income needs
  • Educate Managers, ICs and clients on fixed income products and strategies
  • Conduct one-one-one meetings, conference calls and training sessions with Branch ICs and clients
  • Respond to Branch IC calls and emails regarding fixed income requests or questions
  • Strong sense of accountability and ability to excel in an individual production environment
  • Track record of consistently exceeding sales targets and goals
  • Strengthen client relationships and expand existing clients’ share of wallet through proactive outbound calls
  • Discuss potential risks and benefits in using particular products or strategies
  • Analyze current client or potential client portfolios and make appropriate recommendations
  • Profile and accurately record client data and information that can be used to further develop clients
  • Provide high quality service and value to clients to attract and retain assets and accounts
  • Work with clients to design and implement fixed income strategies
  • Research developments in the bond market and associated financial markets to provide our ICs and clients with educated and accurate explanations and advice
  • Assist clients with year end tax swaps
  • Execute all fixed income trades in an accurate and timely manner
  • Adhere to all regulatory and company rules and regulations

 
Requirements:

  • Series 7, 63 and 65, or 66 required
  • Advanced degree, CFA designation desired
  • 5 years experience in fixed income sales/trading preferred
  • Solid understanding of fixed income markets and trends
  • Must have extensive knowledge of the securities industry, portfolio management theory, economic and business cycles, and all types of fixed income products and strategies
  • Ability to understand and communicate complicated fixed income investment concepts in a clear and concise manner
  • Demonstrated success in sales and achievement in the financial industry
  • Successful experience in growing a territory
  • Proven ability to develop strong relationships with prospects and clients
  • Understanding of current regulatory requirements related to fixed income
  • Proactive team player able to work in a fast-paced environment with minimal distraction
  • Exceptional interpersonal and communication skills
  • Strong analytical skills and initiative, with a degree of organizational and presentation skills
  • Ability to multi-task and prioritize job functions.
  • Proficient with Bloomberg
  • Strong computer skills
  • Some travel required

    TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace.

    1Forbes award information available at www.forbes.com/platinum. TD Ameritrade, Inc., member FINRA/SIPC is a subsidiary of TD AmeritradeHolding Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and The Toronto-Dominion Bank. Used with permission. 

    • Apply for Job Here 


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  • Trader Joe’s Trader Joe’s Regional Product Developer (Senior Buy – Trader Joes – Atlanta, GA

    be your dress code at Trader Joe’s. Say goodbye to the same old, same old. Say aloha to Trader Joe’s. Your… things. I am a devoted Trader Joe’s customer and my…
    From CareerBuilder – 27 Apr 2011 16:09:38 GMT
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  • Trader Joe’s Trader Joe’s Regional Product Developer (Senior Buy – Trader Joes – Seattle, WA

    be your dress code at Trader Joe’s. Say goodbye to the same old, same old. Say aloha to Trader Joe’s. Your… things. I am a devoted Trader Joe’s customer and my…
    From CareerBuilder – 27 Apr 2011 15:20:31 GMT
    – job details
    – View all Seattle jobs

    View full post on Trader Jobs | Indeed.com

  • Regional Investment Team Leaders, Competitive – London, UK

    Be part of a major initiative to deliver real and lasting economic and market change across the UK. The Business Growth Fund is a major new long-term investment initiative that will launch in Spring 2011. It’s backed by six of the UK’s leading banks. And now we’re looking for people to help deliver our aim of identifying and supporting small and medium sized businesses. Businesses with growth …

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  • Regional Head of Wholesale Banking, Competitive Salary – Middle East, Gulf

    Our client is a top tier bank in the MENA and Gulf Region looking to hire a Regional wholesale Banking Head who will be inn charge of building the Corporate Banking, Commercial Banking, Treasury, Corporate Finance, Project finance, FI , Trade Finance and Investment Banking corporate franchise and expanding its reach as the market evolves in complexity and grows in size. * To head the …

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  • Regional Managers – Broker Dealer Segment (all outside sales), Competitive Package – Florida and Texas, USA

    Managers Investment Group offers institutional-quality investment strategies across most asset classes, using some of the finest investment firms from around the world. We offer these strategies as single-asset-class components as well as complete investment solutions. Our wide range of mutual fund and separate account strategies are primarily sold to financial intermediaries across the U.S. …

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  • Regional Manager – Fund Services (Vice President), £95,000 Plus Benefits – Dubai, UAE

    This is an exciting opportunity to join the fund services arm of one the leading regional and global banks, within their investment banking and wealth management business unit. The funds services business, catering to third party funds in the Middle East, was launched in 2005 across Qatar, Bahrain, Saudi Arabia and UAE. Principal Accountabilities:
    * Improve the fund services product …

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  • Future Trade Research Areas that Matter to Developing Country Policymakers: A Regional Perspective on the Doha Development Agenda and Beyond (Studies in Trade and Investment)

    Product Description
    The volume is a collection of papers presented at the Post-Doha Research Agenda for Developing Countries in October 2006 that was aimed to identify important areas for trade policymaking in developing and least developed… More >>

    Future Trade Research Areas that Matter to Developing Country Policymakers: A Regional Perspective on the Doha Development Agenda and Beyond (Studies in Trade and Investment)