Associate Director, Quantitative Investment Solutions; QIS Sales

Associate Director, Quantitative Investment Solutions (QIS) Sales

Brand: HSBC

Area of Interest:
Investment Banking, Markets, and Research

Location:

New York, NY, US, 10001

Work style:
Office Worker

Date: 27 Feb 2026

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

We are seeking a sales and origination professional to drive growth and adoption of our equity derivative and systematic index (QIS) products across the US insurance landscape. This role requires deep, proactive client coverage and the ability to advance complex opportunities through multi‑stakeholder decision processes to committed outcomes and measurable adoption/flow. The ideal candidate is highly organized, persistent, and execution‑oriented, with strong executive presence and a proven ability to translate momentum into results.

As our Associate Director, Quantitative Investment Solutions (QIS) Sales, you will:

• Originate new mandates and expansions:
  Source and advance FIA/RILA/Fund linked QIS opportunities with carriers and platforms; maintain a credible pipeline with clear stages, probability, economics, and timelines
• Drive enterprise consensus:
  Build alignment across carrier stakeholders including Investments/CIO, ALM/Hedging, Risk/Model Risk, Actuarial, Product, and as needed Legal/Compliance, Ops/Implementation, and Procurement
• Create urgency and forward motion:
  Maintain direct senior client connectivity; run disciplined follow‑up; secure commitments with dated next steps; accelerate appropriately to drive timely decisions and avoid stalled opportunities
• Enable commercial adoption:
  Engage Sales leadership, Product Marketing, Distribution Strategy, and key external distributors (IMOs/BGAs/platform gatekeepers) to support current and upcoming product launches
• Own narrative and positioning:
  Lead a clear, differentiated product story for both technical and commercial audiences; position effectively versus competitor indices and alternatives; address objections with decision‑ready framing
• Partner with QIS Structuring and Research:
  Work closely with QIS Structuring (quant/product partners) to translate client needs into executable solutions and diligence materials that support approval and adoption
• Convert opportunities into committed mandates with clear attribution and realistic timelines
• Build coalitions across carrier decision‑makers and distribution stakeholders
• Maintain momentum through crisp asks, tight follow‑through, and strong accountability
• Launch translate into meaningful adoption/flow

You´ll likely have the following qualifications to succeed in this role:

• 5+ years of relevant experience in insurance origination/sales across insurance asset management sales, structured solutions, derivatives, or QIS‑related products
• Demonstrated success advancing complex mandates through multi‑stakeholder processes with measurable commercial outcomes
• Strong understanding of insurance ecosystem dynamics (carrier governance, ALM/hedging constraints, product lifecycle, distribution considerations)
• Executive communication skills with the ability to influence both technical and commercial audiences
• Highly organized (deal planning, action tracking, forecasting) and proactive (multi‑threading, in‑person engagement, persistence)

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive…