Director- RIA, FA & Wealth Management Channel
Core
Lead coverage of the Registered Investment Advisor (RIA), Financial Advisor (FA), and Wealth Management channel across the US, driving adoption of listed derivatives for income generation and portfolio protection.
Role type
Senior Director / Senior Producer, client-facing sales
Builds
Revenue and volume growth for Cboe's listed options and futures product suite (SPX, VIX, index options)
Domain
Financial Services / Derivatives / Wealth Management
Required skills
listed derivatives expertise (equity/index options, futures), RIA/FA ecosystem relationships, strategic sales planning, market intelligence, executive presentation, cross-functional partnership
Preferred skills
exchange/options market maker/bank experience, model portfolio construction, SMA workflows, options overlay strategies, advisor platform ecosystem knowledge (CAIS, iCapital)
Technologies
SPX, VIX, ETF options, futures, CAIS, iCapital, Envestnet
Responsibilities
Identify and develop new client prospects; manage robust pipeline and forecast revenue; partner with Listings, Data Vantage, and Marketing to create content and campaigns; represent Cboe at industry conferences as a thought leader; deliver educational programming (webinars, white papers); coordinate with international sales; drive revenue growth for listed derivatives; act as trusted advisor delivering market insights and trading strategies.
Seniority
Director, Senior Expert (P6), hands-on IC with strategic influence