Equity Investment Specialist — Client Strategy & Growth

A leading financial services firm is seeking an Equity Investment Specialist in New York. This role involves representing investment teams and driving new business while ensuring superior client service. You will collaborate with portfolio managers and manage client interactions throughout their lifecycle. Required qualifications include at least 3 years of capital markets experience and a Bachelor’s degree, along with Series 7 and 63 certifications. The position offers a comprehensive rewards package including various employee benefits.
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