Director- RIA, FA & Wealth Management Channel

Role Overview

Cboe Global Markets is seeking a Director and senior producer to lead coverage of the Registered Investment Advisor (RIA), Financial Advisor (FA), and broader Wealth Management channel across the United States. This is a senior, client-facing sales role within the Global Derivatives Sales team and represents a strategic priority for Cboe as wealth platforms rapidly expand their use of listed derivatives for income generation, portfolio protection, and capital-efficient exposure.

Responsibilities

• Works on enterprise-critical, highly specialized, or strategically important projects.
• Impacts business or functional direction through expert judgment, new approaches, or resolution of critical issues.
• Provides expert guidance on critical issues and applies extensive field, business, and technical knowledge to develop new approaches or resolve problems with significant functional or business impact.
• Accountable for protecting, capital efficiency, defined outcome)
• Identify and develop new client prospects; manage a robust pipeline and accurately forecast revenue and engagement metrics for senior leadership.
• Partner closely with Cboe Listings and Data Vantage Solutions, alongside Cboe Labs, Marketing, Options Institute, Derivatives Market Intelligence, and Global Sales, to create wealth-channel-specific content, research, and go-to-market campaigns.
• Represent Cboe at industry conferences, client forums, advisor platforms, and educational events; serve as a senior thought leader and spokesperson for listed derivatives in the wealth space.
• Provide expert-level market intelligence and client feedback to senior leadership and product teams to inform and shape Cboe’s strategic roadmap for the wealth channel.
• Develop and deliver educational programming and content, including webinars, training sessions, and white papers, tailored to advisors at varying levels of derivatives fluency.
• Coordinate with international sales colleagues to share best practices and identify cross-border opportunities within global wealth platforms.
• Serve as the senior producer on the Wealth Management coverage team, owning end-to-end coverage of the U.S. RIA, FA, and wealth management client segment; build, maintain, and deepen relationships with key decision-makers across RIAs, wirehouses, IBDs, family offices, and wealth management platforms.
• Drive revenue and volume growth across Cboe’s listed derivatives product suite, including SPX, VIX, and other index options, within the wealth channel.
• Act as the recognized industry expert and trusted advisor for wealth management clients, delivering market insights, product education, and tailored trading strategies (e.g., income generation, downside protection).

Requirements

• 14+ years of financial services sales experience, with deep, established coverage of RIAs, financial advisors, or wealth management firms; candidates must be recognized as a senior producer and industry expert in listed derivatives for the wealth channel.
• Deep, expert-level knowledge of listed equity and index options (SPX, VIX, ETF options) and/or futures; ability to serve as the definitive derivatives authority for both sophisticated and emerging advisor audiences.
• Well-established, long-standing relationships within the U.S. RIA and/or wirehouse/IBD ecosystem, reflecting a mature, senior-level network built over 14+ years in the industry.
• Demonstrated, sustained track record as a top-producing sales professional, consistently meeting and exceeding sales targets in a client-facing derivatives or structured products role.
• Exceptional communication, presentation, and relationship management skills, with the gravitas to operate as a senior representative of Cboe with C-suite and executive-level clients.
• Ability to operate independently and as a senior, high-impact contributor within a collaborative, global team.
• Willingness to travel across the U.S. to visit clients and attend industry events.

Qualifications

• Prior senior-level experience at an exchange, options market maker, bank/broker-dealer, or asset manager with a derivatives-focused mandate.
• Familiarity with model portfolio construction, separately managed accounts (SMAs), and the operational workflows of RIA custodians (e.g., Schwab, Fidelity, Pershing).
• Experience with options overlay strategies, defined outcome/buffered ETF products, or risk management programs marketed to the advisor channel.
• Strong network across advisor platform ecosystems such as CAIS, iCapital, Envestnet, or similar for outcomes that shape standards, direction, or strategic choices within the function or broader enterprise.