Fixed Income Salesperson (Dallas)
On-siteDallas, Texas, United States
Job Summary
Develops and expands fixed income sales with institutional accounts by leveraging best-in-class products and deep market insights. Builds and maintains franchise relationships with banks, credit unions, middle-market accounts, and other financial institutions through proactive prospecting, in-person visits, and industry-conference engagement. Creates proposals to sell fixed income inventory, cross-sells across existing relationships, collaborates with the trading desk to deliver optimal solutions, and reports key client revenues to leadership. Requires a Bachelor’s degree in Finance or related field and at least three years of fixed income sales/trading experience, with Series 7 and 63 licenses and strong client-engagement skills, along with travel as needed.
Required Qualifications
- Bachelor's Degree in Finance, Financial Management, or a related field
- Minimum of three (3) years of experience in fixed income sales/trading
- Possess and maintain all applicable securities licenses (Series 7 and Series 63)
- Broad knowledge of the financial institution securities market and investment vehicles
- Strong understanding of financial institution lending and service operations
- Proven abilities in consulting with clients utilizing influencing and client engagement skills
- Excellent interpersonal, communication, and organizational skills
- Strong time management skills to balance all components of the sales process from prospecting leads to post-sale follow-up and reporting
- Proficiency in Microsoft Office products, including Word and Excel
- Ability to travel nationally and locally as required
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