Associate - Institutional Sales
$50k - $70kMonex USA
Job Description
Job Description
Job Title : Associate – Institutional Sales
Location : New York, NY; (In-person)
Status : Full-time; Exempt
Reports to : Institutional Sales Leadership
Typical Work Hours : 8:30 a.m. to 5:00 p.m. Monday to Friday; Fully In-person
Institutional Relationship Development
- Manage and develop early-stage institutional relationships.
- Qualify opportunities and identify client needs.
- Support client meetings and proposal development.
- Assist with 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.
- Qualified pipeline creation.
- Opportunity progression.
- Client engagement quality.
- Relationship development.
- Product knowledge advancement.
- 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).
- Salary is commensurate with experience. The annual salary range for this position is $50,000 to $70,000, with a competitive commission package.
- 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
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Vacancy posted 9 days ago
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