Sales Trader jobs in United States, Massachusetts, Boston

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

• Join the fastest growing team where experience meets cutting-edge solutions

• Build and cultivate strong customer relationships, driving business growth within the region.

• Partner with the core sales team to align customer strategies and engagements with Cortex and Cloud business objectives.

• Take full ownership of leading strategic sales campaigns, sales forecasting, utilizing in-depth knowledge of sales cycles from initial contact through procurement.

• Engage in deep technical discussions beyond standard sales presentations and pitches; while translating complex technical cybersecurity solutions into clear business value propositions for customers.

• Collaborate closely with cross-functional teams, including sales engineers, to provide tailored customer-centric solutions.

• Partner with Alliances to develop joint strategies, enhance customer engagement and deliver innovative solutions for existing and prospective clients.

• Travel domestically as needed to meet with customers and attend key business events.

Your Experience

• 5+ years of field sales experience focusing on key customer accounts and delivering value to Enterprise or Major-level accounts in the cybersecurity industry.

• Extensive platform selling experience in complex sales with multiple buying centers.

• Experience selling SIEM, EDR, XDR, SOC and SOAR solutions is highly preferred.

• Established trusted relationships with CIOs and CISOs with the ability to influence and drive strategic conversations

• Expertise in applying complex solution sales methodologies to drive results.

• Experience working with channel partners and a deep understanding of a channel-centric go-to-market strategy.

• Demonstrated ability to thrive in a fast-paced, high-growth startup environment while collaborating effectively with sales engineers and cross-functional teams.

• Experience operating in a continuous adoption, expansion, and upsell sales motion within a matrixed sales organization is preferred

• Willingness to travel domestically as necessary to meet business needs.

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver’s license.

Job Summary

As an Associate in Sales Trading you will be responsible for developing and maintaining key client relationships and handle clients’ day-to-day execution needs across all execution channels.

Job Responsibilities

• Be effective in navigating a wide variety of equity related products across a broad range of institutional clients (asset managers, hedge funds, pension funds, sovereign wealth funds, etc.)
• Bring a collaborative approach to working with business partners in Trading, Franchise Sales, Prime Finance and ECM to provide comprehensive client coverage across the platform.
• Generate investment ideas and provide clients with market insight

Required qualifications, capabilities, and skills

• Sales trader with 3+ years of experience in Equity markets with expertise in new technology focused on advancing execution efficiencies.
• Specific expertise in US and Latam equity trading
• Understand risk management and work closely with institutional client base.
• Established client relationships with key personnel at both trading and investor levels.
• Team oriented attitude, critical thinker and driver of trade concepts and themes for investor clients.

Key Responsibilities:

• Day-to-day coverage of Boston area long and hedge fund institutional clients with potential to invest in International equities, with a focus on Developed Europe.
• Conduct close interactions with internal partners in Equity Research, Equity Capital Markets, Banking, Trading, and Sales (Equity, Prime Brokerage, Derivatives).
• Practice strong intellectual curiosity for core and adjacent equity products, build deep relationships to foster cross-selling, have a strong understanding of markets and geopolitics, and an extremely high degree of attention to detail.
• Maintaining a sense of urgency with a strong focus on organization will be critical.
• Support the use of LLM functions to maximize market call efficiency and product monetization.

Required Qualifications, Capabilities & Skills:

• 3+ years of financial markets experience. Understanding of markets and company financials.
• SIE, Series 7 & 63 licenses.
• Deep knowledge of global markets: possesses extensive understanding of global market dynamics.
• Critical thinking skills: willing to drive trade concepts and themes for investor clients.
• Effective communicator: communicates ideas clearly and effectively.
• Excellent team player, with the ability to work well in small groups and partner well across the franchise.
• Ability to multi-task and work well under pressures associated with time-sensitive market events and deadlines.
• Ability to thrive in a multi-cultural and global environment.
• Attention to detail and strong organization skills.
• Proficiency in Excel, Power Point, Word, Bloomberg.

Preferred Skills:

• LLM savvy, CRM Tools and Python desirable
• Additional languages
• Experience in account management

Job summary:

As an Enterprise Sales Professional - Executive Director on the 55ip Enterprise sales team you will lead our enterprise efforts and secure new partnerships for our tax-smart investment platform. You will be a team player who brings energy, creativity, and a collaborative spirit to help grow our firm and positively impact the advisors we serve. This growth-oriented role is expected to make a meaningful contribution to the continued success of 55ip.

Job responsibilities:

• Source new leads and cultivate opportunities within wealth management channels, including Broker-Dealers, Wire houses, custodians, and Turnkey Asset Management Programs (TAMPS) by building relationships with key decision-makers
• Partner with National Accounts functions across strategic partners, including JPM, to create shared opportunities and drive mutual success.
• Identify additional opportunities within existing enterprise relationships
• Drive the sales process from initial contact through contract negotiations to close
• Collaborate with product consulting, technology, and operations teams to identify prospect-specific scope and pricing
• Coordinate with project management, implementation, and relationship management teams to ensure successful rollouts
• Work with product and marketing teams on market research to identify and develop target prospects and competitive intelligence

Required qualifications, skills and capabilities:

• Minimum of 10 years of experience, preferably selling to wealth management platforms
• Previous experience as a sales engineer, national accounts, or related position is a plus
• Ability to drive sales across multiple channels
• Demonstrated ability to collaborate with internal stakeholders to cultivate opportunities and contribute to successful rollouts
• Strong understanding of tech stack and workflow at the enterprise and advisor level
• Understanding of tax management, tax overlay, and direct indexing
• Trusted, senior contact at key firms within our target market (e.g., BDs, RIAs, Wires, and TAMPs)

Preferred qualifications, skills and capabilities:

• Successfully sold wealth/financial technology and investment solutions across the wealth management landscape (Asset Managers, Broker-Dealers, Platforms/TAMPs, RIA Aggregators).
• Deep knowledge of the wealth management marketplace, including trends and technology, as well as practice and portfolio management solutions
• Exposure to or experience working directly with products/capabilities that integrate into advisors' technical/operational workflows.
• Strong familiarity with investment products and services, model portfolios, tax management, and/or knowledge of ETFs is a plus
• Ability to thrive in a highly demanding, entrepreneurial environment
• Key contacts at asset managers, model providers, and strategists are a plus

As a Treasury Sales Group Manager in Commercial Banking, you will lead and develop Treasury Management Officers, Associates and our Analyst group. You will play a key part in delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team. You will develop partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. You will use your deep understanding of the treasury and leadership skills to develop and execute a strategy localized to market, growth, and product.

Job Responsibilities

• Lead, hire, and manage a team of Treasury sales professionals to achieve positive performance results
• Leads with direction and coordination building successful relationships
• Monitors staff performance, provides appropriate coaching, recognition and feedback
• Builds collaborative internal relationships with Regional Treasury Sales Team, bankers and other internal partners
• Participates in partner meetings and communicates key Treasury Management messages in a timely and accurate manner
• Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
• Develop and implement client, market, people, and business strategies

Required qualifications, capabilities, and skills

• 7+ years of sales and industry experience
• 3+ years of sales leadership experience with a demonstrated ability to build, direct and manage a sales/relationship management team of parallel size and scope
• Knowledge of treasury products and solutions
• Highly motivated, independent worker within a team-oriented culture and focus on DE&I
• Excellent client management skills
• Ability to communicate and present to large groups
• Demonstrated sales coaching abilities including successful sales and marketing skills

Preferred qualifications, capabilities, and skills

• Familiar with Microsoft Word, Excel, and PowerPoint
• Bachelor’s degree; advanced degree preferred
• Superior analytical and quantitative skills
• Exceptional verbal and written communication skills