Institutional Sales Director
Establish new listed futures and options clearing and execution accounts as well as introducing their existing relationships
Responsibilities
- Prospects and develops new client relationships within our marketplace.
- Develops new clearing relationships
- Develops a structed sales plan to target new business such as: attending conferences, utilizing industry conference lists of attendees, networking with existing client base.
- Manages clearing and execution accounts to ensure the satisfaction of the client relationship.
- Monitors your book of business and analyze several daily reports which includes daily PNL fluctuations, risk, revenue generated, and return on capital.
- Maintaining your leads, opportunities, current book of business on Salesforce
- Understanding client’s financial condition and retrieving updated financials annually.
- Understanding all products and servicing to identify cross-sell opportunities.
- Understanding internal platforms such as Engage, Position Manager, and Power BI
- Understands marketplace dynamics and key players.
- Earns the respect and confidence of the client organization by consistently delivering a high level of service
- This list of responsibilities may not be all-inclusive and can be expanded to include other duties or responsibilities as needed.
Qualifications
- High ethical standards
- Bachelor’s Degree in Business, Finance, Mathematics, Economics or related field
- Must have a current book of business. Should have annual production (revenue / P&L) exceeding $500,000. Current book of business in listed futures and options. Market the firm’s services to existing clients as well as new prospects.
- Series 3 required
- Extensive knowledge of the Futures industry and FCM experience required
- Must possess excellent sales ability / experience
- Ability to plan, prioritize, and balance multiple tasks and projects to ensure target dates and goals are met.
- Effective analytical abilities
- Proficient in Microsoft Office (Word, Excel)