Director- RIA, FA & Wealth Management Channel
Core
Lead sales coverage for 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
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
listed derivatives sales expertise, RIA/FA ecosystem relationships, revenue forecasting, strategic client advisory, market intelligence, educational content delivery, cross-functional partnership
Preferred skills
exchange or market maker experience, model portfolio construction knowledge, options overlay strategies expertise, advisor platform ecosystem networks
Technologies
SPX, VIX, ETF options, futures, CAIS, iCapital, Envestnet
Responsibilities
Identify and develop new client prospects; manage a robust pipeline and forecast revenue; partner with Listings, Data Vantage, and Marketing to create wealth-channel content; represent Cboe at industry conferences as a thought leader; provide expert market intelligence to senior leadership; develop educational programming (webinars, white papers); coordinate with international sales colleagues; drive revenue growth for listed derivatives products; act as a trusted advisor delivering tailored trading strategies
Seniority
Director, Senior Expert (P6), hands-on IC with strategic influence