Vice President, Cross-Asset Distribution Sales
$150k - $225kCrédit Agricole Group
Summary Cross-Asset Solutions Sales part of the Americas Solutions Sales desk, responsible for distributing Cross-Asset Structured Notes, OTC Derivatives and Investment Solutions to Financial Institutions, with a focus on USbased clients. The customer base includes Private Banks, Broker-Dealers and RIA channels. Key Responsibilities Strategy and Business Planning Take on sales responsibilities within Cross-Asset Distribution Sales, part of the Americas Solutions Sales team, focused on US based clients. Pricing, execution and post sales/booking of Equity and Fixed Income Structured Notes Plan and organize client visits and meetings to pitch the bank’s product capabilities in line with internal procedures. Identify, target and solicit new accounts/customers where appropriate; initiate and drive internal procedures necessary to on-boarding new clients (account opening, documentation, etc.) Ensure all usual sales and business KPIs are monitored; work with structuring and trading to ensure an improvement of the desk KPIs in line with the objectives of the desk and the department. Contribute to desk operations improvement, including documented automation project, API connectivity to platforms and overall enhancement of workflow Work with structuring and trading teams to develop new products & innovations Management and Reporting Report to the Head of Cross-Asset Distribution Sales Americas on a regular basis to review on the progress of the business and specific issues. Actively participate in sales meeting with structuring and trading teams to review market strategy, exchange ideas, and receive updates on any important matters Control & Risk Take ownership and responsibility for all types of risks in relation to client activities: credit risk, reputation risk, product suitability risk and the bank’s Retail Distribution Policy around distribution of products to Retail clients. Ensure adherence to all company policies Contribute to a responsible risk culture in GMD Americas Communication Key Internal Contacts
- Trading and Structuring teams
- Middle and Back Offices
- Legal and Compliance
- Coverage
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#J-18808-Ljbffr Crédit Agricole Group- Crédit Agricole CIB in New York is seeking a Cross-Asset Solutions Sales professional to distribute Cross-Asset Structured Notes, OTC Derivatives, and Investment Solutions to US-based financial institutions. The role focuses on Private Banks, Broker-Dealers, and RIA channels...Asset
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