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.
Salary not listed
Hybrid4+ YOEAccount Executive
About the role
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
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