Director - F&O Institutional Sales

StoneX Group Inc.; Miami (FL); On-site; USD 180,000 - 260,000; Full time

Job summary

A leading financial services company is seeking a Director - Institutional Sales to establish and manage client relationships. Responsibilities include developing new business opportunities, managing execution accounts, and analyzing performance metrics. Candidates must have a Bachelor’s degree in relevant fields and a current book of business exceeding $500,000. Strong sales ability, analytical skills, and proficiency in Microsoft Office are essential. This is a permanent, full-time position based in Miami, Florida.

Qualifications

• Must have a current book of business exceeding $500,000.
• Extensive knowledge of the futures industry.
• Ability to work in a team environment, well organized and detail-oriented.
• Markets the firm’s services to existing clients and new prospects.

Responsibilities

• Prospects and develops new client relationships.
• Develops a structured sales plan targeting new business.
• Manages clearing and execution accounts ensuring client satisfaction.
• Monitors your book of business and analyzes daily reports (PNL, risk, revenue, return on capital).
• Maintains leads, opportunities, and current book of business on Salesforce.

Skills

Sales ability

Analytical abilities

Interpersonal skills

Written communication

Verbal communication

Education

Bachelor’s Degree in Business, Finance, Mathematics, Economics or related field

Tools

Microsoft Office (Word, Excel)

Salesforce

Job description

Join to apply for the Director - Institutional Sales role at StoneX Group Inc.

Overview

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.

Job purpose

Establish new listed futures and options clearing and execution accounts as well as introducing their existing relationships to StoneX Inc. Expand the client base by exploring new business opportunities and products. Cross‑sell among multiple StoneX departments and divisions.

Responsibilities

• 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 StoneX’s products and servicing to identify cross‑sell opportunities.
• Understanding StoneX internal platforms such as MyStoneX, 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.

Qualifications

• 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).

Licenses

Series 3, SIE, Series 7, Series 63

Employment type

Permanent, full‑time

Seniority level

Mid‑Senior level

Job function

Finance and Sales