Institutional Equity Sales AVP

Join Barclays as an Institutional Equity Sales AVP. At Barclays, our vision is clear –to redefine the future of banking and help craft innovative solutions. In this role, you will support institutional clients by delivering market insights, guiding relationships, and contributing to equity franchise growth. You will have a passion for equity research and capital markets, a deep interest in financial research, and the ability to thrive in a fast-paced, client-focused environment. Working closely with senior sales professionals, you will help execute strategy, support client needs, and drive innovative thinking across products, including equities, derivatives, and prime brokerage. This is a unique opportunity for someone eager to launch or expand a career in capital markets with exposure to top-tier institutional clients.

To be successful as an Institutional Equity Sales AVP, you should have:

• An understanding and interest in equity research, capital markets, derivatives, and prime brokerage

• Experience and Knowledge in research analysis, financial modeling, and market data interpretation

• Ability to multitask and manage time effectively in a team setting

• Preferably an SIE, Series 7, and Series 63 license

Some other highly valued skills may include:

• Interpersonal and relationship-building skills

• Ability to adapt quickly and stay composed in a fast-paced environment

• Creative problem-solving and critical thinking mindset

• High attention to detail and organizational strength

• Self-starter attitude with ample communication skills

You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is located in our Boston, MA office.

This role is FINRA regulated.

Purpose of the role

To develop and execute sales strategies to generate new business, maintain and grow relationships with existing clients, and achieve revenue targets. 

Accountabilities

• Development and maintenance of relationships with clients, understanding their financial needs and objectives.
• Presentation and pitching of financial products and services to clients, tailored to their requirements.
• Liaison between clients and internal teams, ensuring smooth execution of client requests.
• Stay updated on market trends, financial products, and industry regulations.
• Collaboration with research analysts and other teams to provide clients with insights and market updates.
• Negotiation of terms and agreements with clients to finalise sales transactions.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.