Derivatives Sales
Senior sales professional expanding institutional client base for U.S. derivatives platform, delivering tailored trade ideas and cross-selling across derivatives and multi-asset products. Requires 4+ years institutional sales experience and Series 7/63 licenses.
About the job
Key Responsibilities
- Serve as a senior member of the U.S. institutional sales team, driving idea generation, execution, and distribution across both opportunistic and thematic derivative strategies
- Develop and execute a scalable U.S. sales strategy, partnering with global teams to enhance sales processes, client coverage, and relationship management
- Engage directly with institutional clients to deliver tailored trade ideas aligned with market dynamics and portfolio objectives
- Partner with trading desks to originate and refine single-name and thematic investment opportunities
- Educate clients on Clear Street’s platform capabilities while identifying and driving cross-selling opportunities across products and geographies
- Collaborate with Product and Technology teams to enhance client-facing tools and infrastructure, contributing to a best-in-class user experience
- Build and maintain strong relationships across a broad spectrum of institutional investors
Qualifications
- At least 4 years of experience in institutional sales covering derivatives and multi-asset products (equities, fixed income, and structured solutions)
- Established relationships with institutional clients, including hedge funds, asset managers, family offices, banks, and sovereign entities
- Deep understanding of equity derivatives, including listed/flex options, synthetic stock loan, OTC products, and swaps
- Demonstrated ability to originate and execute complex transactions and deliver actionable investment ideas
- Proven track record of consultative selling and delivering customized client solutions
- Strong analytical skills with the ability to distill complex concepts into clear, actionable insights
- Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment
- Collaborative mindset with the ability to work effectively across trading, product, and technology teams
- Required licenses: Series 7 and 63
- Preferred: Series 3, 4, 24 and 55
Skills
Institutional Sales, Derivatives, Equity Derivatives, Multi-Asset Products, Consultative Selling, Series 7, Series 63, Series 3, Series 4, Series 24, Series 55
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