Vice President – Strategic Equity Transactions Sales; Origination & Structuring - Corporate

Overview

Strategic Transaction Group (equivalent of Strategic Equity or corporate equity derivatives) provides dedicated expertise and customized OTC derivative or loan solutions for managing concentrated equity positions for clients worldwide. Within the team, you will play a key role in originating, structuring, and executing complex equity derivatives transactions for corporate and financial sponsor clients. Products include margin loans, share repurchases (including ASRs), dilution hedging solutions (e.g., convert hedging), and other bespoke derivatives‑based financings.

• Serve as a trusted partner and back‑up to senior sales professionals in client coverage
• Coordinate client engagements across internal teams including Trading, Structuring, Engineering, Middle Office, and Operations
• Manage and “quarterback” client pricing requests—ensuring accurate interpretation and efficient delivery to pricing teams
• Provide seamless transaction follow‑through, ongoing after‑sales support, addressing client inquiries and strengthening relationships
• Coordinate order flow and execution logistics between Sales and Trading
• Track and analyze client activity, deal pipelines, and hit ratios to inform commercial strategy
• Initiate and manage credit approvals, liaising with various control functions
• Monitor credit line utilization and ensure compliance with internal frameworks
• Ensure adherence to product governance standards, including sales handbook guidelines
• Oversee new product workflows and identify opportunities to enhance operational efficiency
• Manage onboarding processes including KYC and client account/sub‑account setup
• Maintain accurate records, ensure data integrity
• Identify new client opportunities and contribute to business growth initiatives
• Support relationship expansion through proactive client engagement

• Excellent communication and interpersonal skills, engaging effectively with senior stakeholders
• Strong client focus and a proactive, self‑starter mindset
• Collaborative approach with proven ability to work across functions
• High energy, deal‑oriented professional with strong execution discipline
• Strong analytical and quantitative aptitude

• Knowledge of options pricing, modeling, and trading strategies

• SIE, Series 7, and Series 63 (or ability to obtain)

Base salary range does not include overtime pay, bonus and/or other benefits, where applicable; actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.