Prime Financial Services (PFS) as an Account Manager in New York
Job Summary:
As an Account Manager Associate within the Prime Financial Services Group, you will be responsible for guaranteeing a superior platform experience and product delivery in the integrated Prime Finance and Derivatives Clearing business.
Job Responsibilities:
- Develop strategic relationships with key decision makers at the client and strengthen existing client relationships through daily interactions, meetings and events
- Actively engage clients with respect to new products, new technology, and new regulatory topics within the Prime Finance Services (PFS) platform, across Equities and Derivatives
- Capitalize on client relationships to influentially direct business and revenue increasing opportunities
- Utilize quantitative analysis for client metrics, balance trends, and portfolio construct to optimize their balance mix, return metrics, and revenue
- Deliver other products of the firm to the client by holistically analyzing client business
- Assist clients with navigating through the evolving regulatory landscapes, market volatility and industry changes
- Take charge of client experience inclusive of product, technology, and operations across cash equity, fixed income, synthetic Prime Finance and cleared derivatives
- Lead and implement initiatives that are focused on improving client experience and PFS products
Required Qualifications, Capabilities and Skills:
- Bachelor's degree in Finance, Economics, or related field
- At least 1+ of experience in prime brokerage, derivatives clearing, or related roles
- Energetic self-starter, motivated to enhance and build on our current product offering
- Excellent communication and relationship-building skills
- Ability to manage and build strong relationships with clients
- Oral presentation, persuasive speaking, analytical and negotiation skills are a must
Preferred Qualifications, Capabilities and Skills:
- Experience with hedge fund clients is strongly preferred
- Products knowledge of Prime Finance and/or Cleared Derivatives is a plus
- Series 3, 7, and 63 preferred or willing to attain within 6 months of joining