Structured Product Sales Specialist

3 weeks ago


Boca Raton, Florida, United States Mesirow Financial Full time

About the Opportunity

Mesirow Financial is a leading independent, employee-owned firm founded in 1937. We specialize in investment, risk management, and advisory services, committed to helping our clients achieve their objectives. Our positive culture, volunteerism, and opportunities for advancement make us 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 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 who is self-motivated, enthusiastic, and team-oriented with in-depth knowledge and understanding of fixed income sales.

Key Responsibilities

  • Sell and distribute structured products across various business channels, including RIAs, FA's, Family Offices, Banks, and BDs.
  • Profile and target new account relationships in structured products.
  • Work directly with the trading desk to customize 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.

Qualifications

Skills

Behaviors

Motivations

Education

Experience

Licenses & Certifications



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