NAM Futures Strategy Salesperson, Director
Core
Senior-level salesperson and strategic advisor assisting clients in raising capital and providing advisory services for mergers and acquisitions.
Role type
Director-level institutional salesperson
Builds
Capital raising solutions and strategic advisory for mergers and acquisitions
Domain
Financial services / Capital markets
Deliverable
client delivery
Required skills
Capital raising, M&A advisory, client relationship management, strategic positioning, risk assessment, regulatory compliance
Preferred skills
Buy-side community experience, broad client network, Master's degree
Technologies
Series 3, 7, 55, 63 licenses
Responsibilities
Refine and implement sales/marketing strategy to maximize revenue, leverage contact network to introduce offerings and increase client satisfaction, advise team on strategic positioning and closing transactions, lead governance and controls, assess risk/reward of transactions, obtain and maintain required licenses
Seniority
Director, senior IC
