Fixed Income - Financial Institutions Group Sales

Your Responsibilities

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

Executive Client Relationship Management

• Build and maintain long-term relationships with key institutional clients, serving as a primary advisor on fixed income strategies.
• Identify and pursue new business opportunities to expand market share and achieve revenue goals.
• Deliver tailored market updates, trade ideas, and strategic recommendations to senior-level decision-makers.

Sales Leadership & Strategic Growth

• Lead regional sales initiatives and campaigns to drive profitability and client engagement.
• Collaborate with senior leadership to set annual objectives and monitor progress toward performance targets.
• Represent the organization at industry conferences, trade shows, and client forums to enhance brand visibility.

Market Analysis & Advisory Services

• Apply advanced knowledge of economics, fixed income markets, and capital markets to inform client strategies.
• Provide market feedback to traders and underwriters to optimize product offerings and pricing strategies.
• Stay current on new products, industry trends, and regulatory developments impacting institutional sales.

Transaction Oversight & Operational Excellence

• Oversee the structuring and execution of complex fixed income transactions, ensuring accuracy and compliance.
• Maintain CRM systems (e.g., IRIS, FI Client Portal) for client data integrity and sales reporting.
• Develop strong working relationships with back-office teams to ensure seamless operational support.

Leadership & Talent Development

• Provide timely, candid, and constructive feedback to team members.
• Mentor Associates and Analysts, fostering technical development and career growth.
• Build a strong talent pipeline to ensure bench strength and succession planning.
• Recognize and reward employees for outstanding performance.

Minimum Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or related field; MBA or CFA preferred.
• Minimum of 10 years of experience in institutional sales, fixed income, or capital markets.
• Securities Industry Essentials (SIE), Series 7, and Series 63 licenses required; Series 24 strongly preferred for supervisory responsibilities.
• Proven track record of leading complex transactions and managing senior-level client relationships.

Required Skills

• Exceptional leadership and team development capabilities.
• Advanced understanding of fixed income markets, products, and transaction structures.
• Strong business development and strategic advisory skills.
• Excellent communication and presentation skills for executive-level client interactions.
• High level of integrity and commitment to regulatory compliance.
• Proficiency in Microsoft Excel and PowerPoint; advanced familiarity with Bloomberg and CRM systems.

Skills for Success

• Executive Relationship Management – Ability to cultivate and sustain high-value client partnerships at the executive level.
• Strategic Sales Leadership – Expertise in originating and executing complex transactions to achieve revenue goals.
• Organizational Leadership – Skilled in building high-performing teams and driving talent development.
• Regulatory Acumen – Comprehensive understanding of compliance standards and risk management practices.
• Market Insight & Advisory – Ability to interpret market trends and deliver actionable recommendations to clients.

Doing The Right Thing

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you.