Fixed Income Sales – Financial Institutions Group

This is a fully remote position, open to applicants in Florida.

📋 Description

• Develop and nurture long-term relationships with key institutional clients, serving as their primary advisor on fixed income strategies.

• Identify and seek new business opportunities to increase market share and achieve revenue targets.

• Provide customized market updates, trading ideas, and strategic recommendations to senior decision-makers.

• Spearhead regional sales initiatives and campaigns aimed at enhancing profitability and client engagement.

• Collaborate with senior leadership to establish annual goals and track performance metrics.

• Represent the organization at industry conferences, trade shows, and client forums.

• Utilize advanced knowledge of economics, fixed income markets, and capital markets to guide client strategies.

• Offer market insights to traders and underwriters to enhance product offerings and pricing strategies.

• Remain informed on new products, industry trends, and regulatory changes.

• Oversee the structuring and execution of intricate fixed income transactions, ensuring accuracy and compliance.

• Maintain CRM systems such as IRIS and FI Client Portal to ensure client data integrity and facilitate sales reporting.

• Cultivate working relationships with back-office teams for operational support.

• Provide constructive feedback to team members and mentor Associates and Analysts.

• Create a talent pipeline for succession planning.

• Acknowledge and reward employees for exceptional performance.

• Execute additional tasks as assigned.

⛳️ Requirements

• Bachelor's degree in Finance, Economics, Accounting, or a related field.

• MBA or CFA preferred.

• A minimum of 10 years of experience in institutional sales, fixed income, or capital markets.

• SIE, Series 7, and Series 63 licenses are required.

• Series 24 is strongly preferred for supervisory roles.

• Proven success in leading complex transactions and managing relationships with senior-level clients.

• Exceptional leadership and team development skills.

• Advanced knowledge of fixed income markets, products, and transaction structures.

• Strong skills in business development and strategic advisory.

• Excellent communication and presentation skills for interactions with executive-level clients.

• High integrity and a strong commitment to regulatory compliance.

• Proficiency in Microsoft Excel and PowerPoint.

• Advanced familiarity with Bloomberg and CRM systems.

• Professional proficiency typically gained through 10 years of relevant work or internship experience in finance, accounting, or a related field.

🏝️ Benefits

• Comprehensive benefits programs promoting physical, financial, emotional, and social well-being.

• Distinctive compensation offerings.

• Incentive compensation based on company, line of business, and/or individual performance.

• Base salary or draw combined with incentive compensation to determine total cash compensation.

• Employee recognition and rewards for exceptional performance.