Director - F&O Institutional Sales

Overview

Connecting clients to markets – and talent to opportunity.  With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 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, StoneX Group is made up of four business segments that offer endless potential for progression and growth. 

 

 

Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.  

Responsibilities

Job purpose:

 

Establish new listed futures and options clearing and execution accounts as well as introducing their existing relationships to StoneX Inc. Expand the client base by exploring new business opportunities and products. Cross-Sell among multiple StoneX departments and Divisions. 

 

 

Responsibilities 

• Prospect and develop new client relationships within our marketplace focused on 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 StoneX’s products and servicing to identify cross-sell opportunities
• Understands marketplace dynamics and key players and 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

Qualifications

Qualifications

• Bachelor’s Degree in Business, Finance, Mathematics, Economics or related field
• Transferable book of business and strong annual production in listed futures and options
• Market the firm’s services to existing clients as well as new prospect
• Extensive knowledge of the Futures industry with excellent sales experience
• Ability to plan, prioritize, and balance multiple tasks and projects to ensure target dates and goals 
• Effective analytical abilities and 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: SIE, Series 3, 7 & 63 

 

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