Executive - Institutional Sales

Monex

$80K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-6 years of institutional sales experience in FX or financial services
  • Proven track record of meeting or exceeding revenue targets
  • Established institutional network across relevant investor segments
  • Strong understanding of FX products and derivatives
  • Confident communicator with a strong presence with senior stakeholders
  • Self-starter capable of managing a high-volume pipeline independently
  • Strong organizational skills and commercial judgment
  • Ability to thrive in a fast-paced, performance-driven environment

Responsibilities

  • Own and grow a portfolio of institutional clients including private equity and hedge funds
  • Drive new business development through outreach and industry networking
  • Lead the full sales cycle independently from prospecting to closing
  • Present tailored FX and hedging solutions to CFOs, Treasurers, and Portfolio Managers
  • Meet and exceed quarterly revenue and pipeline targets
  • Build and maintain long-term relationships across institutional markets
  • Partner with internal trading and structuring teams to deliver tailored solutions
  • Stay informed on market trends and institutional investment activity
  • Represent Monex USA at industry events and client meetings
  • Collaborate with teams to ensure seamless execution and feedback to support strategy
  • Maintain disciplined pipeline management and accurate CRM reporting

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) with employer match
  • Paid time off
  • Disability benefits
  • Paid parental leave
  • Pet insurance
  • Catered lunches
Full Job Description
Job Title: Executive - Institutional Sales
Location: New York, NY (On-site)
Status: Full-time; Permanent
Reports to: Head of Institutional (International)

Monex USA is seeking a high-performing and entrepreneurial Institutional Sales Executive to join our growing New York team. This is a mid-tier revenue-generating role for a proven sales professional responsible for independently managing and expanding a portfolio of sophisticated institutional clients across global markets.

In this role, you will own institutional relationships and drive new business across private equity, private credit, venture capital, hedge funds, and real assets. You will manage the full sales lifecycle while partnering closely with trading and structuring teams to deliver tailored FX and hedging solutions to senior decision-makers including CFOs, Treasurers, and Portfolio Managers.

Responsibilities
  • Own and grow a portfolio of institutional clients including private equity, private credit, venture capital, hedge funds, and real asset managers
  • Drive new business development through targeted outreach, networking, and attendance at industry conferences
  • Lead the full sales cycle independently including prospecting, pitching, negotiating, and closing
  • Present bespoke FX and hedging solutions to senior decision-makers such as CFOs, Treasurers, and Portfolio Managers
  • Consistently meet and exceed quarterly revenue and pipeline targets
  • Build and maintain strong, long-term client relationships across institutional markets
  • Partner with trading and structuring desks to deliver tailored execution and hedging solutions
  • Stay informed on market trends, macroeconomic drivers, and institutional investment activity
  • Represent Monex USA at industry events, conferences, and client meetings
  • Collaborate with internal teams including trading, structuring, risk, compliance, and operations to ensure seamless execution
  • Provide market feedback and client insights to support product development and business strategy
  • Maintain disciplined pipeline management and accurate CRM reporting
Required Qualifications
  • 3-6 years of institutional sales experience in FX or a related financial services environment
  • Proven track record of consistently meeting or exceeding revenue targets
  • Established institutional network across relevant investor segments
  • Strong understanding of FX products, derivatives, and financial markets
  • Confident communicator with strong presence in front of senior stakeholders
  • Self-starter with the ability to manage a high-volume pipeline independently
  • Strong organizational skills and commercial judgment
  • Ability to thrive in a fast-paced, performance-driven environment
Preferred Qualifications
  • Experience covering institutional investors such as private equity, hedge funds, and asset managers
  • Exposure to FX options, structured products, or hedging solutions
  • Experience working alongside trading or structuring desks
  • Familiarity with CRM platforms and sales analytics tools
Compensation
  • The annual base salary range is $80,000 to $130,000 in addition to commissions. Salary is commensurate with experience and qualifications.
Benefits
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) and employer match
  • Paid time off
  • Disability benefits
  • Paid parental leave
  • Pet Insurance
  • Catered lunches

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