Vice President, Cross-Asset Distribution Sales

Crédit Agricole S.A.

$150K — $225K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent in finance or related field.
  • 3-5 years' experience in structured products for the US market.
  • Proven skills in pricing and executing trades for Cross-Asset Structured Products.
  • Strong communication and negotiation skills.
  • Mathematically proficient with a solid understanding of equity derivatives.

Responsibilities

  • Drive sales for Cross-Asset Structured Notes and OTC Derivatives targeting US clients.
  • Organize and conduct client meetings to showcase product capabilities.
  • Identify and onboard new client accounts, managing necessary internal procedures.
  • Monitor and improve sales KPIs in collaboration with structuring and trading teams.
  • Enhance workflow and product innovation through automation and API connectivity.

Benefits

  • Supportive work environment focused on innovation and teamwork.
  • Opportunities for professional development and further education.
  • Access to a diverse portfolio of financial products and markets.
  • Involvement in strategic planning and decision-making processes.
Full Job Description
Job description

Business type

Types of Jobs - Finance / Accounting

Job title

Vice President, Cross-Asset Distribution Sales

Contract type

Permanent Contract

Job summary

Summary
• Cross-Asset Solutions Sales part of the Americas Solutions Sales desk, responsible for distributing Cross-Asset Structured Notes, OTC Derivatives and Investment Solutions to Financial Institutions, with a focus on USbased clients.
• The customer base includes Private Banks, Broker-Dealers and RIA channels.

Key Responsibilities

1. Strategy and Business Planning
• Take on sales responsibilities within Cross-Asset Distribution Sales, part of the Americas Solutions Sales team, focused on US based clients.
• Pricing, execution and post sales/booking of Equity and Fixed Income Structured Notes
• Plan and organize client visits and meetings to pitch the bank's product capabilities in line with internal procedures.
• Identify, target and solicit new accounts/customers where appropriate; initiate and drive internal procedures necessary to on-boarding new clients (account opening, documentation, etc.)
• Ensure all usual sales and business KPIs are monitored; work with structuring and trading to ensure an improvement of the desk KPIs in line with the objectives of the desk and the department.
• Contribute to desk operations improvement, including documented automation project, API connectivity to platforms and overall enhancement of workflow
• Work with structuring and trading teams to develop new products & innovations

2. Management and Reporting
• Report to the Head of Cross-Asset Distribution Sales Americas on a regular basis to review on the progress of the business and specific issues.
• Actively participate in sales meeting with structuring and trading teams to review market strategy, exchange ideas, and receive updates on any important matters

3. Control & Risk
• Take ownership and responsibility for all types of risks in relation to client activities: credit risk, reputation risk, product suitability risk and the bank's Retail Distribution Policy around distribution of products to Retail clients.
• Ensure adherence to all company policies
• Contribute to a responsible risk culture in GMD Americas

4. Communication

Key Internal Contacts
• Trading and Structuring teams
• Middle and Back Offices
• Legal and Compliance
• Coverage

Key External Contacts
• Clients (All range of US clients)

SPECIAL ROLE REQUIREMENTS
• Knowledge of Cross-Asset Structured Products (Equity/Fixed income) pricing mechanics
• Good understanding of US Structured Products distribution channels and clients

Salary Range: $150k - $225k

#LI-DNI

Position location

Geographical area

America, United States Of America

City

NEW YORK

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

  • Education Essential:
    • Bachelor's/Undergraduate Degree
    • Required licenses and professional certifications


Level of minimal experience

3-5 years

Experience

  • Experience Essential:
    • 3-5 years' experience covering clients in the structured products space for US market, pricing and executing trades
  • Competencies Required:
    • Motivated
    • Good communicator
    • Creative
    • Innovative
    • Team-Oriented
    • Entrepreneurial mindset
  • Skills & Knowledge Requirement:
    • IT literate
    • Mathematically minded
    • Good understanding equity derivatives products
    • Superior sales skills
    • Extensive market knowledge
  • Relevant Information:
    • Role requires some travel to visit clients in designated areas of responsibility


Languages

Proficiency in English (both written and verbal)

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