Director – Foreign Exchange Sales

Role Overview

• Provide leadership for the Foreign Exchange (FX), Commodities, and Interest Rate Derivatives business.
• Oversee client strategy, revenue growth, and risk management while guiding a high-performing team of Principals, Associates, and Analysts.
• Create and maintain a dynamic client portfolio review process to identify strategic clients and optimize coverage.
• Develop a semi-annual process to elevate high-value clients and reallocate low-touch clients to EFX or junior sales for development opportunities.
• Build and maintain relationships with internal partners and external clients to deliver risk mitigation solutions aligned with client objectives.
• Partner with Relationship Managers, Credit, Investment Bankers, and Capital Markets teams to deliver comprehensive solutions.
• Create, manage, and prioritize a pipeline of opportunities across multiple product lines.
• Deliver high-value financial analysis and strategic alternatives to top-tier clients and prospects.
• Lead development and implementation of a comprehensive client communication strategy.
• Oversee creation and delivery of customized presentations and related communications.
• Ensure regulatory compliance at all times and ensure adherence across the organization.

Requirements

• Bachelor’s degree in Finance, Economics, or related field; MBA, CFA, CPA strongly preferred.
• 10 years of experience in financial services, with significant leadership experience in Sales & Trading or Capital Markets.
• Strong working knowledge of debt underwriting/DCM, industry, competitive, and regulatory requirements.
• Proven track record of originating and closing complex financial transactions.
• Exceptional communication and presentation skills, both oral and written.
• Demonstrated leadership experience in driving strategic decisions and team development.
• Qualified candidates will bring professional proficiency, generally acquired through 10 years of relevant work or internship experience in finance, accounting, or a related field.
• Expert-level proficiency in Microsoft Excel, PowerPoint, and trading platforms/systems of record.
• Advanced analytical and quantitative skills; mastery of financial modeling and risk analysis.
• Strong organizational and strategic planning capabilities.
• Ability to manage multiple high-impact projects and lead cross-functional teams.

Benefits

• Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
• Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.