Structured Product Sales

2 weeks ago


Boca Raton FL United States Mesirow Full time

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

We are actively seeking an experienced structured products salesperson to join our team and focus on new and existing account relationships to increase sales and distribution. The ideal candidate will have a proven track record of success combined with strong industry relationships. We are looking for someone that is self-motivated, enthusiastic and team oriented with in depth knowledge and understanding of fixed income sales.

Responsibilities:

  • Sell and distribute structured products across an array of business channels(RIAs, FA’s, Family Offices, Banks, BDs etc.).
  • Profile and target new account relationships in structured products.
  • Work directly with the trading desk customizing various structures that fit clients’ objectives.
  • Focused on selling both new issues and secondary inventory positions.
  • Work with Mesirow’s Wealth Advisors to sell products to their clients.
  • Work with the trading desk in presentations and education of structured products to targeted advisors.
  • Provide exceptional sales service and the ability to travel when needed.
  • Perform other job-related tasks as assigned.

Requirements:

  • Must have 5+ years’ experience selling structured products to accounts.
  • Bachelor’s Degree and FINRA Series 7 & 63 licenses.
  • Established list of account and industry relationships.
  • Strong knowledge and experience of structured products and fixed income sales.
  • Proven track record of consistently exceeding revenue targets.
  • Possess excellent analytical, problem solving, communication and negotiation skills.
  • Participation in working collaboratively with trading desks on improving workflows and implementing new processes.
  • Experience with Microsoft Office(Word, Excel, Outlook, PowerPoint), Bloomberg, Simon, Salesforce, and other CRM systems.
  • Entrepreneurial, self-motivated, and the ability to thrive and exceed goals in a fast-paced environment.
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