Join our dynamic Prime Finance Sales (PFS) team, where your work will be instrumental in shaping the financial landscape for asset owners and managers on the West Coast. As a PFS Analyst based in California, you'll engage in selling prime brokerage, clearing services, and securities services to alternative managers. Your contributions will directly impact our growth and client satisfaction.

Job Responsibilities:

Originate new business opportunities with asset owners and managers. Expand existing client relationships by cross-selling additional products. Protect and maintain market share with current clients. Collaborate with Margin Trading, Credit, and product teams. Coordinate with other sales teams, including Cap Intro and Research Sales. Drive channel sales through partnerships with Private Bank.

Required Qualifications, Capabilities, and Skills:

Familiarity with Securities Services and/or Prime/Clearing product lines. Series 3 and 7 licenses are required but not mandatory. Ability to collaborate with various internal teams to deliver comprehensive solutions to clients.

Preferred Qualifications, Capabilities, and Skills:

Quick learner with the ability to master our 38 product offerings and drive sales effectively. Entrepreneurial self-starter with a proactive approach.