Associate – Institutional Sales

Institutional Relationship Development

• Manage and develop early-stage institutional relationships.
• Qualify opportunities and identify client needs.
• Support client meetings and proposal development.
• Aid in institutional coverage initiatives across targeted sectors.
• Develop expertise in FX markets, forwards, and institutional hedging strategies.
• Contribute to business development initiatives and market intelligence efforts.

Client Service & Internal Partnership

• Partner with trading and operations teams to ensure a seamless client experience.
• Maintain accurate pipeline forecasting and CRM discipline.
• Create qualified pipeline.
• Progress opportunity.
• Enhance client engagement quality.
• Advance relationship development.
• Expand product knowledge.

Requirements

• 1–4 years of experience in institutional sales, financial services, or capital markets.
• Working understanding of institutional investment structures.
• Strong commercial awareness and relationship-building ability.
• Excellent communication and organizational skills.
• Demonstrated ability to work independently while collaborating across teams.
• Strong interest in FX, capital markets, and institutional investing.
• Series 63/65 or equivalent licensing (or willingness to obtain).

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Long Term Disability
• Short Term Disability
• AD&D insurance
• Commuter Benefits
• 401K and Roth with company match
• 16 days of PTO
• Pet Insurance