Advisor Senior - Foreign Exchange
About The Position
The Advisor Senior - FX Sales position plays a critical role in driving the growth and success of our Foreign Exchange (FX) Sales Desk. This leadership role requires exceptional sales expertise, strategic vision, and the ability to help build and develop a high-performing team. The lead will be responsible for working with FX sales advisors, fostering a collaborative and results-driven culture, and ensuring the delivery of customized FX solutions to clients. This role calls for sales leadership and maintaining deep client relationships to execute sales strategies to achieve business objectives. The sales lead will work closely with internal and external stakeholders to drive revenue, coordinate team performance, and ensure seamless end-to-end execution of FX solutions while fostering a collaborative and results driven culture.
Requirements
- Bachelor's Degree or equivalent MBA and/or CFA preferred
- Minimum 10 years of experience in Foreign Exchange and/or Capital Markets sales and analysis.
- Minimum 8 years of experience using financial market-related software systems including Bloomberg and multi-dealer platforms.
Nice To Haves
- Deep expertise in FX products, pricing, and hedging strategies, including an understanding of credit, risk management, and regulatory frameworks.
- Strong leadership and team-building skills, with the ability to inspire, coach, and develop high-performing sales professionals.
- Exceptional strategic thinking with the ability to drive business growth while optimizing team performance.
- Excellent written and verbal communication skills, with strong attention to detail and the ability to articulate complex FX strategies to clients and team members.
- A results-driven and proactive mindset, with strong problem-solving and decision-making capabilities.
- Ability to work both independently and collaboratively, managing multiple priorities in a fast-paced environment
- Experience covering middle market and corporate banking clients as well as more specialized clients like asset management firms and /or entertainment firms.
- Good understanding of ISDA/CSA, XVA, CVA and FVA.
Responsibilities
- Drive revenue growth by overseeing the execution of FX solutions tailored to clients’ unique needs, ensuring a seamless process from identifying opportunities to execution.
- Identify and pursue new business opportunities by analyzing client foreign currency exposures, proposing risk mitigation strategies, and structuring FX transactions with precision and accountability.
- Directly manage, develop, and deepen engagement with select client coverage within the portfolio across middle market, retail, asset management and entertainment firms.
- Collaborate effectively with cross-functional teams, including trading, operations, compliance, and risk, to ensure successful execution of transactions and regulatory adherence.
- Act as a mentor and coach, ensuring team members develop their expertise in FX markets, pricing strategies, and risk management solutions.
- Promote a high-performance culture by recognizing top talent, fostering teamwork, and implementing best practices to enhance sales effectiveness.
- Ensure compliance with internal policies, industry regulations, and risk management frameworks while maintaining operational excellence.
- Represent the FX sales team with professionalism, serving as a senior leader and trusted partner to clients and internal stakeholders.
Benefits
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
1,001-5,000 employees
