Fixed Income Sales Professional – Bank Funding Instruments

BTG Pactual • New York City, NY

1d

About The Position

We are seeking an experienced Financial Sales Professional to lead the origination, marketing, and distribution of bank funding instruments—primarily Certificates of Deposit (CDs), time deposits, and similar products—to U.S. financial institutions. This role focuses on developing and expanding relationships with midsize U.S. banks, as well as select regional and community banks. The ideal candidate has a proven track record selling financial instruments, strong existing relationships across the U.S. banking sector, and deep knowledge of funding structures, treasury needs, and regulatory considerations. Candidates must have current authorization to work in the United States. Key Responsibilities Originate, structure, and distribute funding instruments including CDs, time deposits, and other short-term bank funding products. Develop and maintain strong relationships with treasurers, CFOs, funding managers, and other key decision-makers at midsize U.S. banks. Prospect and onboard new institutional banking clients to expand the firm’s funding distribution footprint. Conduct needs assessments to understand a bank’s liquidity objectives and match them to appropriate funding solutions. Collaborate with internal capital markets, treasury, and compliance teams to execute transactions smoothly and efficiently. Maintain deep awareness of competitor offerings, market pricing, regulatory changes (e.g., FDIC insurance rules), and liquidity trends. Deliver accurate market intelligence to clients and internal stakeholders. Meet or exceed revenue, volume, and account-growth targets. Qualifications Robust experience selling financial instruments to U.S. banks—preferably CDs, time deposits, brokered deposits, or other balance-sheet funding products. Strong network of relationships within U.S. midsize and regional banks (required). Excellent understanding of bank treasury operations, ALM considerations, and deposit-funding strategies. Demonstrated success in an institutional sales or bank funding role. Exceptional communication, negotiation, and relationship-management skills. Ability to work independently, manage a pipeline, and close transactions. Bachelor’s degree in Finance, Economics, or related field; advanced degrees or licenses (e.g., Series 7/63) are a plus. Authorization to work in the United States is required.

Requirements

• Robust experience selling financial instruments to U.S. banks—preferably CDs, time deposits, brokered deposits, or other balance-sheet funding products.
• Strong network of relationships within U.S. midsize and regional banks (required).
• Excellent understanding of bank treasury operations, ALM considerations, and deposit-funding strategies.
• Demonstrated success in an institutional sales or bank funding role.
• Exceptional communication, negotiation, and relationship-management skills.
• Ability to work independently, manage a pipeline, and close transactions.
• Bachelor’s degree in Finance, Economics, or related field
• Authorization to work in the United States is required.

Nice To Haves

• advanced degrees or licenses (e.g., Series 7/63) are a plus.

Responsibilities

• Originate, structure, and distribute funding instruments including CDs, time deposits, and other short-term bank funding products.
• Develop and maintain strong relationships with treasurers, CFOs, funding managers, and other key decision-makers at midsize U.S. banks.
• Prospect and onboard new institutional banking clients to expand the firm’s funding distribution footprint.
• Conduct needs assessments to understand a bank’s liquidity objectives and match them to appropriate funding solutions.
• Collaborate with internal capital markets, treasury, and compliance teams to execute transactions smoothly and efficiently.
• Maintain deep awareness of competitor offerings, market pricing, regulatory changes (e.g., FDIC insurance rules), and liquidity trends.
• Deliver accurate market intelligence to clients and internal stakeholders.
• Meet or exceed revenue, volume, and account-growth targets.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees