Regional Sales and Marketing Professional

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Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle‑market investment bank and full‑service broker‑dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description:

Oppenheimer Asset Management (OAM), a division of Oppenheimer, is seeking a Regional Sales and Marketing Professional to join their Sales and Marketing team to work directly with Oppenheimer Financial Advisors in the Midwest Region. This role can be based in Chicago, St. Louis or New York City.

Responsibilities:

• Support Oppenheimer Financial Advisors’ efforts in marketing and presenting the firm’s wealth management products and investment capabilities to clients.
• Educate and train Oppenheimer Financial Advisors on the suite of products available on the wealth management platform.
• Develop strong relationships with OAM Financial Advisors, OAM team members, as well as third party investment management partners through frequent engagement and strategic collaboration.
• Develop in‑depth understanding of suite of wealth management products, existing and new.
• Demonstrates a strong interest in financial markets, including equities, fixed income, and alternative investments with a desire to stay informed and engaged in market activity.
• Collaborate with team members to ensure coordination of territory coverage.
• Ensure presentation materials are accurate and up to date.
• Travel required, including but not limited to, branch locations to meet with Oppenheimer Financial Advisors and/or clients.

Qualifications:

• 3-5+ years of sales experience in asset management or within an investment manager platform.
• FINRA Registrations:
  Series 7 and 66 licenses required (within 90 days of hire).
• Proven track record of meeting or exceeding sales targets in a regional role.
• Excellent verbal and written communication as well as interpersonal skills.
• Possesses a firm understanding of SMA’s, alternative investments and traditional wrap fee products.
• Confident and effective in client‑facing meetings and presentations.
• Ability to travel extensively within the assigned territory.
• Bachelor’s degree in Finance, Business, Marketing, or related field.

Compensation:

For job postings in New York City and Chicago, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and Chicago and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.

A reasonable estimate of the current base salary range is $ - $ at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.

The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job‑related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours.

Benefits may be pro‑rated for those who start working during the calendar year.