New York Licensed Market Executive
Job Summary
Assisting with the day-to-day management and business growth, the full-time Associate Market Executive will drive business development, manage escalated issues, and coach team members in the Long Island and Westchester Offices.
Key responsibilities
- Drive business growth and assist with the management and development of Financial Advisors
- Manage and resolve escalated issues related to financial, reputational, compliance, and operational risks
- Coach team members and ensure development measures are results-oriented and transparent
Required qualifications
- 5-7+ years of experience with a leading financial institution
- Proven experience creating strong partnerships
- Hold Series 7, 66, and 9/10 licenses
- Motivated, self-directed, and driven individual
- Curious about exploring how AI can enhance workflows while adhering to policies and ethical standards
Complete Job Description
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