Financial Technology Advisor
7 days ago
Derivative Path is an award-winning financial technology firm providing innovative solutions to empower small & mid-size financial institutions. With a strong presence in the market, we offer a state-of-the-art trading platform for complex transactions that democratizes access to capital markets.
Our company was launched in 2013 and has since become a leader in the industry, offering a range of services including risk management, hedging capabilities, and operating efficiency. Our team of seasoned professionals comprises decades of industry experience, ensuring that our clients receive expert guidance and support.
We are dedicated to building a diverse environment and creating a sense of belonging for all employees. We welcome candidates from various backgrounds and industries who share our vision of empowering small & mid-size financial institutions.
The role we are looking to fill is for Advisory Sales, which involves signing up new clients interested in using our technology platform and services. This business development role requires identifying opportunities and leveraging existing relationships to drive growth. We will train the right candidate in the covered asset classes, but an existing Rolodex in the regional and community bank industry or a proven ability to sign up new banks in capital markets is essential for this position.
Salary: $120,000 - $180,000 per year, depending on skills, experience, and location. We also offer a comprehensive benefits package, including health, dental, vision, 401k contribution, flexible spend accounts, and a generous paid time off policy.
Requirements
- 7+ years of experience in a sales role focused on financial institutions, consistently exceeding quota
- Strong Rolodex in regional and community bank industry, calling on decision makers (CEO, CFO, Head of Treasury, Chief Lending Officer)
- Detailed understanding of Asset Liability Management (ALM) at community and regional banks
- Expert understanding of the sales process and knowing when to leverage others within the firm
- CORRESPONDENT BANKING, FIXED INCOME SALES, AND DERIVATIVES knowledge is a major plus
- Strong communication and writing skills
- Preference for experience using the MEDICC sales methodology
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