Senior Institutional Coverage

FalconX; New York (NY); On-site; USD 128,000 - 162,000; Full time

Benefits offered by this job

Relocation assistance

Equity

401k retirement plan

Health, dental, and vision benefits

Job summary

FalconX is seeking a Senior Institutional Coverage professional to deepen relationships with large clients and identify opportunities across our product suite. You will drive adoption of derivatives trading and credit/lending solutions, coordinating across sales, trading, and operations to deliver value.

The role requires 3–5+ years in institutional finance, strong negotiation skills, and deep product fluency within FalconX’s ecosystem.

Qualifications

• 3–5+ years of experience in institutional finance or markets
• Deep knowledge of derivatives, structured products, and/or lending; crypto familiarity helpful
• Remarkable negotiation and communication skills with sophisticated stakeholders
• Ability to administer large, complex client accounts with high attention to detail
• Collaborative mindset to drive coordination across sales and trading teams
• Familiarity with FalconX product ecosystem, especially trading and prime brokerage services

Responsibilities

• Portfolio optimization: deepen footprint within existing institutional client base
• Service integration: qualify opportunities to utilize FalconX services, focusing on derivatives trading and lending solutions
• Relationship orchestration: build lasting relationships with senior executives and decision-makers
• Strategic alignment: partner with leadership to align sales deliverables with business objectives
• Cross-functional collaboration: work with middle and back office for seamless service delivery
• Market presence: identify trends and generate ideas to stay ahead of clients

Skills

Institutional finance experience

Derivatives knowledge

Negotiation skills

Attention to detail

Cross-functional collaboration

Product fluency

Job description

FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever-evolving cryptocurrency landscape.

Impact

We are looking to add a Senior team member to our Institutional Coverage team. This position is responsible for working with existing institutional clients and identifying opportunities across the full product suite. This role will be tasked with working with large complex clients, continuously establishing deep customer relationships, and providing valuable market color to clients, among other responsibilities.

Responsibilities

• Portfolio Optimization: Execute sophisticated account management strategies to deepen the footprint within the existing institutional client base.
• Service Integration: Identify and qualify opportunities for clients to utilize additional FalconX services, with a primary focus on driving adoption of derivatives trading and credit and lending solutions.
• Relationship Orchestration: Establish and maintain lasting relationships with senior executives and key decision-makers through proactive consultation.
• Strategic Alignment: Partner with leadership to ensure sales deliverables and account growth strategies align with broader business objectives.
• Cross-Functional Collaboration: Work seamlessly with middle and back office to deliver exemplary client satisfaction and integrated service delivery.
• Market Presence: Identify market trends and generate ideas to stay in front of clients.

Requirements

• Experience: 3–5+ years of experience in institutional finance, markets background preferred
• Technical Depth: Deep knowledge of various derivatives, structured products, and/or lending. Understanding of cryptocurrencies, underlying blockchain technology, and the evolving global regulatory landscape is helpful.
• Communication Skills: Remarkable negotiation skills and the ability to succinctly relay complex value propositions to sophisticated stakeholders.
• Operational Excellence: Ability to administer large, complex client accounts with superior attention to detail, organization, and time management.
• Mindset: You will be working very closely with teammates across sales and trading - ability to drive coordination and communication across teams is required.
• Product Fluency: Familiarity with the FalconX product ecosystem, specifically trading and prime brokerage services.

Compensation:

This is a full-time position with an expected annual base compensation of$128,000-$162,000. The actual compensation for a successful candidate may vary based on factors such as skill set, relevant experience, qualifications, and other relevant factors. This position also offers other forms of compensation and benefits consisting of overtime compensation (when applicable), relocation assistance (if applicable), performance-linked bonus, paid time off (including sick time) benefits, paid Company holidays, participation in the Company’s equity and 401k retirement plan, competitive employee health, dental, and vision benefits each subject to the terms and conditions of the governing plan documents and Company policies. In addition to base salary, this role will be eligible for both our commission and discretionary bonus.

Notice at Collection and Privacy Policy

Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here .

Inclusivity Statement

FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences!

As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self.

FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX’s People team at [e-mail], if you need assistance with participating in the application process.

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Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in FalconX’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

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