Director - Institutional Sales

Overview

With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, Stone

X Group is made up of four business segments that offer endless potential for progression and growth.

Establish new listed futures and options clearing and execution accounts as well as introducing their existing relationships to Stone

X Inc. Expand the client base by exploring new business opportunities and products. Cross-Sell among multiple Stone

X departments and Divisions.

• Prospects and develops new client relationships within our marketplace.
• Develops new clearing and execution relationships.
• Develops a structed sales plan to target new business such as: attending conferences, utilizing industry conference lists of attendees, networking with existing client base.
• Manages clearing and execution accounts to ensure the satisfaction of the client relationship.
• Monitors your book of business and analyze several daily reports which includes daily PNL fluctuations, risk, revenue generated, and return on capital.
• Maintaining your leads, opportunities, current book of business on Salesforce.
• Understanding client’s financial condition and retrieving updated financials annually.
• Understanding all Stone
  
  X’s products and servicing to identify cross-sell opportunities.
• Understanding Stone
  
  X internal platforms such as MyStone
  
  X, Engage, Position Manager, and Power BI.
• Understand marketplace dynamics and key players.
• Earns the respect and confidence of the client organization by consistently delivering a high level of service.

This list of responsibilities may not be all-inclusive and can be expanded to include other duties or responsibilities as needed.

• Bachelor’s Degree in Business, Finance, Mathematics, Economics or related field.
• Must have a current book of business. Should have annual production (revenue / P&L) exceeding $500,000. Current book of business in listed futures and options. Market the firm’s services to existing clients as well as new prospect.
• Extensive knowledge of the Futures industry.
• Must possess excellent sales ability / experience.
• Ability to plan, prioritize, and balance multiple tasks and projects to ensure target dates and goals.
• Effective analytical abilities.
• Proficient in Microsoft Office (Word, Excel).
• High ethical standards.
• Strong interpersonal skills, and good verbal and written communication skills.
• Ability to work in a team environment, well organized and detail oriented.
• Ability to travel to clients as required.
• Maintains prompt and regular attendance (office).

Licenses:
Series 3, SIE, Series 7, Series 63, Permanent, full-time, #LI-SD1