Demo

Institutional Sales / Client Coverage – North America

iO Associates
York, NY Full Time
POSTED ON 4/20/2026
AVAILABLE BEFORE 5/23/2026

About the Company

We are partnering with a global exchange seeking an experienced institutional derivatives sales person to drive new business growth across North America.



About the Role

In this role you will be responsible for originating, developing, and closing new revenue opportunities with institutional investors across the US and Canada. You will leverage your established network with pension funds, asset managers, insurers, and other long‑only buy‑side institutions to deliver growth in a rapidly evolving market structure. The environment is entrepreneurial and fast‑paced, suiting a true “hunter” sales profile with strong market credibility in derivatives.


Responsibilities

  • Originate and win new institutional clients in the US and Canada, focusing on pension funds, asset managers, insurers, and other long‑only buy‑side firms.
  • Build and manage a high‑quality pipeline from first contact through to negotiation, onboarding, and revenue ramp‑up.
  • Promote and position the firm’s derivatives and trading solutions, tailoring proposals to client investment and risk‑management needs.
  • Act as a senior point of contact for key decision makers, including CIOs, portfolio managers, and heads of trading.
  • Collaborate closely with product, trading, technology, and risk teams to structure and deliver client solutions.
  • Stay current on regulatory developments and market structure changes, ensuring client conversations are informed and compliant.
  • Represent the firm at industry conferences, roadshows, and client events to enhance brand visibility and deepen relationships.


Qualifications

  • 10-15 years of senior, client-facing experience in institutional sales, hedge fund sales, electronic trading, listed derivatives, QIS, or delta one sales or inter-dealer brokerage roles.
  • Demonstrated ability to originate new relationships, open and advance senior‑level dialogue, and expand coverage.
  • Deep, active network across North American long‑only institutional investors (pension funds, asset managers, and insurance firms).
  • Strong derivatives background with credibility across listed and/or OTC products and associated market structure.
  • Demonstrable track record of originating, structuring, and closing new business with institutional clients.
  • Working knowledge of regulatory frameworks relevant to trading and derivatives.
  • Asian connectivity: understanding of Asian markets, investor base, and cross‑border investment flows is highly advantageous.
  • Excellent commercial judgement, negotiation skills, and executive presence in senior client meetings.


Required Skills

  • Hunter mentality: entrepreneurial, energetic, persistent, and comfortable with clear revenue targets.
  • Highly credible relationship builder with a trusted reputation among institutional clients.
  • Analytical and solutions‑oriented, able to translate complex client needs into clear commercial opportunities.
  • Collaborative team player who can work effectively across product, trading, technology, and senior management.


Pay range and compensation package

The firm offers an attractive base salary, a market‑leading performance‑based incentive scheme, and a comprehensive benefits package aligned to experience and revenue contribution.


Equal Opportunity Statement

We are committed to diversity and inclusivity.

Salary : $180 - $230

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Institutional Sales / Client Coverage – North America?

Sign up to receive alerts about other jobs on the Institutional Sales / Client Coverage – North America career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$70,511 - $130,383
Income Estimation: 
$127,222 - $193,925
Income Estimation: 
$124,630 - $237,053
Income Estimation: 
$63,227 - $94,954
Income Estimation: 
$116,498 - $172,747
Income Estimation: 
$71,829 - $108,969
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at iO Associates

  • iO Associates Kansas, MO
  • Position Summary The ERP Developer plays a critical role in maintaining, enhancing, and developing the organization's enterprise resource planning (ERP) en... more
  • 3 Days Ago

  • iO Associates Niles, IL
  • Exciting Leadership Opportunity in Healthcare Revenue Management Join Our Client, a respected organisation dedicated to delivering compassionate home-based... more
  • 13 Days Ago


Not the job you're looking for? Here are some other Institutional Sales / Client Coverage – North America jobs in the York, NY area that may be a better fit.

  • Jefferies York, NY
  • Asia (Emerging Markets) Equity Sales — North America Coverage Role Summary We are seeking an equity sales professional (5–6 years’ experience) to grow and ... more
  • 12 Days Ago

  • JPMorgan Chase York, NY
  • At J.P. Morgan Asset Management, we are committed to harnessing the power of Generative AI to transform our marketing capabilities. We seek candidates who ... more
  • 2 Months Ago

AI Assistant is available now!

Feel free to start your new journey!