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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.

New York, NYAccount ExecutiveHybrid4+ YOE

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
  • Required licenses: Series 7 and 63
  • Preferred: Series 3, 4, 24 and 55

Skills

Institutional SalesDerivativesEquity DerivativesMulti-Asset ProductsConsultative SellingSeries 7Series 63Series 3Series 4Series 24Series 55

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