Vice President, Cross-Asset Distribution Sales

Credit Agricole SA

NEW YORK, NY

JOB DETAILS
SALARY
$150,000–$225,000 Per Year
SKILLS
Application Programming Interface (API), Automation, Brokerage, Business Plan, Credit Risk, Customer Relations, Derivatives, Distribution Channel, Documentation, Fixed Income Investments, Legal, Maintain Compliance, Marketing Strategy, Onboarding, Operational Improvement, Performance Metrics, Post-Sales, Pricing, Private Banking, Product Development, Registered Investment Advisor (RIA), Retail, Retail Banking, Risk, Risk Management, Sales, Solution Sales, Strategic Planning
LOCATION
NEW YORK, NY
POSTED
3 days ago

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· CoverageKey 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

About the Company

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Credit Agricole SA