Job Responsibilities:
- Originate new business opportunities with asset owners and managers.
- Expand existing client relationships by cross-selling additional products.
- Protect and maintain market share with current clients.
- Collaborate with Margin Trading, Credit, and product teams.
- Coordinate with other sales teams, including Cap Intro and Research Sales.
- Drive channel sales through partnerships with Private Bank.
Required Qualifications, Capabilities, and Skills:
- Familiarity with Securities Services and/or Prime/Clearing product lines.
- Series 3 and 7 licenses are required but not mandatory.
- Ability to collaborate with various internal teams to deliver comprehensive solutions to clients.
Preferred Qualifications, Capabilities, and Skills:
- Quick learner with the ability to master our 38 product offerings and drive sales effectively.
- Entrepreneurial self-starter with a proactive approach.