Director- RIA, FA & Wealth Management Channel
Listed on 2026-08-07
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Finance & Banking
Wealth Management
Job Description:
Building trusted markets — powered by our people At Cboe Global Markets, we inspire our people to solve complex challenges together because what we do matters. We provide the financial infrastructure that powers the global economy. As a leading provider of market infrastructure and tradable products, Cboe delivers cutting‑edge trading, clearing and investment solutions to market participants around the world.
We’re building meaningful ways to support professional and personal development while strengthening the trust we’ve earned as a global market leader. Our teams are empowered to share ideas, actively pursue them and bring on a challenge. As champions of internal mobility and access to opportunity, we encourage our people to “go for it” and equip our managers with the training to coach their teams to the next level.
We strive to provide employees a safe space to network, share ideas and create opportunities.
Please note:
To support strong partnership and team connection, this role follows a four day in office work model in either our Chicago or NYC office.
Role overview Cboe Global Markets is seeking a Director and senior producer to lead coverage of the Registered Investment Advisor (RIA), Financial Advisor (FA), and broader Wealth Management channel across the United States. This is a senior, client‑facing sales role within the Global Derivatives Sales team and represents a strategic priority for Cboe as wealth platforms rapidly expand their use of listed derivatives for income generation, portfolio protection, and capital‑efficient exposure.
This role is classified internally as a Professional, P6 – Senior Expert, reflecting the seniority, specialized expertise, and enterprise‑level impact required. The Director will serve as the lead and senior‑most producer on the Wealth Management coverage team and will be recognized both internally and externally as a leading industry authority on listed derivatives for the advisor and wealth channel, applying mastery of the field to shape strategy, resolve the most complex client and market challenges, and influence Cboe’s long‑term direction in this space.
The Director will own and grow a high‑value client franchise spanning independent RIAs, wirehouse and independent broker‑dealer financial advisors, family offices, and bank wealth management platforms. Reporting directly to Natalie Reed, this individual will serve as the primary point of contact for wealth‑channel clients, driving adoption of Cboe’s full suite of listed options and futures products, and translating the power of exchange‑traded derivatives into actionable solutions for advisors and their end clients.
The role historically also involves heavy interplay with Cboe’s Options Institute, Listings and Data Vantage teams, partnering closely on product education, market structure insights, and data‑driven content that supports the wealth channel.
Your responsibilities will be Works on enterprise‑critical, highly specialized, or strategically important projects. The role may provide direction with or across functions, advise on the most complex matters, and shape future practices, standards, products, services, or functional strategy. Impacts business or functional direction through expert judgment, new approaches, or resolution of critical issues. Decisions and recommendations may inform long‑term plans, standards, or strategic choices.
Provides expert guidance on critical issues and applies extensive field, business, and technical knowledge to develop new approaches or resolve problems with significant functional or business impact. Accountable protection, capital efficiency, defined outcome) Identify and develop new client prospects; manage a robust pipeline and accurately forecast revenue and engagement metrics for senior leadership. Partner closely with Cboe Listings and Data Vantage Solutions, alongside Cboe Labs, Marketing, Options Institute, Derivatives Market Intelligence, and Global Sales, to create wealth‑channel‑specific content, research, and go‑to‑market campaigns.
Represent Cboe at industry conferences, client forums, advisor platforms, and educational events;…
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