Attend industry events, seminars etc., to deepen and broaden knowledge and expertise on industry trends and the competitive landscape. Serve in a consultative role to prospects and apply defined processes and tools to screen and evaluate prospects by analyzing market strategies, deal requirements, growth potential, financials and product offerings 10+ years of relevant experience in a sales or strategy role at a buy-side or sell-side institution. In-depth knowledge of US and global capital markets, financial instruments, market structure, and regulatory landscape, with a focus on buy-side market participants (asset managers, asset owners, etc.). Experience in working with Product and Trading teams to define, design, and implement commercial solutions for multi-asset trading and / or portfolio transitions. Strong interpersonal and relationship-building skills, including ability to articulate complex issues and incorporate feedback. Continuously educate and upskill, leveraging internal and external resources including but not limited to seminars, conferences, training, etc. Demonstrated ability to innovate and identify new process and technology solutions, especially through usage of AI. Collaborative, team-oriented, service-oriented, and with a drive to win business while mitigating risk. Strong track record of building client relations with complex institutions and an ability to work under pressure in a fast-paced lean environment. FINRA Series 7 required.
