Director - Institutional Sales

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X Group Inc.

With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

Establish new listed futures and options clearing and execution accounts as well as introducing their existing relationships to Stone

X Inc. Expand the client base by exploring new business opportunities and products. Cross‑sell among multiple Stone

X departments and divisions.

• Prospects and develops new client relationships within our marketplace.
  
  - Develops new clearing and execution relationships
• Develops a structured sales plan to target new business such as: attending conferences, utilizing industry conference lists of attendees, networking with existing client base.
• Manages clearing and execution accounts to ensure the satisfaction of the client relationship.
• Monitors your book of business and analyzes several daily reports which include daily PNL fluctuations, risk, revenue generated, and return on capital.
• Maintains your leads, opportunities, current book of business on Salesforce.
• Understanding client’s financial condition and retrieving updated financials annually.
• Understanding all Stone
  
  X’s products and servicing to identify cross‑sell opportunities.
• Understanding Stone
  
  X internal platforms such as MyStone
  
  X, Engage, Position Manager, and Power BI.
• Understands marketplace dynamics and key players.
• Earns the respect and confidence of the client organization by consistently delivering a high level of service.

• Bachelor’s Degree in Business, Finance, Mathematics, Economics or related field.
• Must have a current book of business. Should have annual production (revenue / P&L) exceeding $500,000. Current book of business in listed futures and options. Market the firm’s services to existing clients as well as new prospects.
• Extensive knowledge of the futures industry – Must possess excellent sales ability / experience – Ability to plan, prioritize, and balance multiple tasks and projects to ensure target dates and goals.
• Effective analytical abilities.
• Proficient in Microsoft Office (Word, Excel).
• High ethical standards.
• Strong interpersonal skills, and good verbal and written communication skills.
• Ability to work in a team environment, well organized and detail oriented.
• Ability to travel to clients as required.
• Maintains prompt and regular attendance (office).

Series 3, SIE, Series 7, Series 63

Permanent, full‑time

Mid‑Senior level

Finance and Sales