Product Sales (Structured Notes)
BCI - Brokerage Consultants
 New York, NY

Product Sales (Structured Notes)

East Coast / West Coast openings

As member of the sales team, will generate new structured note business. Must have at least two years of sales/wholesaling experience in the financial industry and an understanding of structured notes, fixed income, and equity derivatives. Candidates lacking specific product experience who have relevant client relationships will be considered.


Initiate/execute new client relationships for assigned region

Develop/execute business plan to generate new structured notes business in independent wealth management channel

Develop new leads and originate calls/in-person meetings

Market structured solutions offerings to prospects/clients

Develop customized solutions for clients to address investment objectives

Service existing client relationships; fulfill any request for assistance/information; liaise with internal teams to ensure client needs are met in timely fashion

Prepare presentations/materials on behalf of senior sales professional for client meetings

Develop expertise on all firm products/business activities/infrastructure

Assist Marketing in creating materials to educate/promote structured solutions

Special projects/additional responsibilities based on capacity/skill/interest


2-4+ years of experience wholesaling structured products/ETFs/mutual funds/financial products including strong background in fixed income, equity derivatives, and structured notes

Bachelor’s degree in business/economics/finance/related discipline

Impeccable written/verbal communication skills, client service aptitude/attitude; high level of personal integrity and ability to consistently deliver high quality work product; experience coordinating multiple competing priorities in a fast-paced and changing environment

Advanced working knowledge of Microsoft Office (specifically Excel) and CRM experience (Salesforce pref)

Series 7, 63, 65, and/or 66