Institutional Sales

7 months ago


Sydney, Australia Interactive Brokers Full time

**Job Description & Requirements**

The Representative will focus on account acquisitions for institutional and high-net-worth (HNW) clients. The Representative will handle the entire sales process, from identifying prospective clients to relationship management once the client is onboarded. Applicants will work closely with our onboarding team but should be prepared to see this process through, from inception to completion.

**Responsibilities**:

- Taking advantage of the multilingual skills, act as a key sales contact to Interactive Brokers' various institutional and HNW clients.
- Understand the needs of prospects to convert them into new clients.
- Rapidly attain the required knowledge of our global product offering (including equities, options, futures, foreign exchange, fixed income, commodities)
- Work with internal teams to ensure new clients are efficiently managed through a proper start-‐up & engagement process (including. Client Integration Services, Sales Engineering, and New Account Services)
- Expectation of continuous study and learning about the broad spectrum of analytics, investment tools and general services made available through IBKR's institutional platform

**Requirements & Qualifications**:
**Minimum Requirements**:

- An interest in trading and knowledge of the financial markets
- 2+ years of sales experience selling to financial industry clients such as Hedge Funds, Financial Advisors and Introducing Brokers is preferred.
- Excellent communication skills (verbal and written)
- Good understanding of the investment needs of the Australian marketplace, specifically Hedge Funds, Financial Advisors and other HNW clients

**To be successful, you will**:

- Be a quick learner and technically orientated
- Be well-versed in industry knowledge in the Global Equity and Derivatives Markets
- Need or obtain various industry licenses, specifically RG146 qualifications and US FINRA series 7
- Be a team player and willing to deeply understand our product, offering and service

**Company Benefits & Perks**:

- Competitive salary, annual performance-based bonus and stock grant
- Excellent health and welfare benefits, including medical, dental, specialist and in-patient
- Competitive package of Annual Leave
- Modern offices with multi-monitor setups
- Great work-life balance
- Unique opportunity to gain exposure to global financial products, markets and clientele
- Opportunities for career progression and job scope expansion in a global company with a growing local presence
- Hybrid work arrangement role permitting

**Company Overview**:
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.


  • Institutional Sales

    7 months ago


    Sydney, Australia Interactive Brokers Full time

    Institutional Sales **Job Description & Requirements** The Representative will focus on account acquisitions for institutional and high-net-worth (HNW) clients. The Representative will handle the entire sales process, from identifying prospective clients to relationship management once the client is onboarded. Applicants will work closely with our...

  • Head of Apac

    2 weeks ago


    Sydney, Australia RIVA Recruitment Full time

    Lead and drive institutional implementation sales across APAC - Liaise with the organisation's global executive team - Growing organisation with impactful leadership - **Lead and drive institutional implementation sales across APAC**: - **Liaise with the organisation's global executive team**: - **Growing organisation with impactful leadership.** **About...


  • Sydney, New South Wales, Australia Guidepoint Full time

    As a Client Acquisition Specialist at Guidepoint, you'll be responsible for further developing our business with major Institutional clients in Australia.The estimated salary for this role is $90,000 - $110,000 per year, depending on experience.Your primary responsibilities will include conducting outbound prospecting to qualify new business leads and...


  • Sydney, New South Wales, Australia OKX Full time

    About the OpportunityThis is an exciting chance to drive institutional sales growth at OKX, a leading company in Australia's rapidly evolving crypto market.You will be responsible for identifying and driving institutional sales opportunities, building a strong pipeline through strategic sourcing and conversion of prospective opportunities.Key...


  • Sydney, Australia Partners Group Full time

    **What it's about** The CIient Solutions team at Partners Group delivers innovative private market investment solutions to private wealth and institutional clients worldwide. In this position you will be part of the Australian institutional sales team. Partners Group's Australia has experienced significant growth over the last fifteen years. In order to...


  • Sydney, Australia MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- PermanentOur client is a leading Institutional equity broker and advisory firm seeking an experienced Institutional Equity Salesperson with an established Asia market domiciled client list to complement their Australian sales desk and lead the broadening of their distribution network in Asia With an established and proven...


  • Sydney, Australia MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...


  • Sydney, Australia Hatch Full time

    ** This role is at Challenger Limited (not for Hatch)** Hatch is supporting Challenger Limited to find a great Institutional Client Manager to join their Sales and Customer Success team. Hatch exists to level the playing field for people as they discover a career that’s right for them. We model this in our hiring process for our partners like Challenger...


  • Sydney, Australia Bank of America Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...


  • Sydney, Australia TIAA Full time

    Global Client Group, AVP Institutional Sales, Based in Sydney **Overview of the Role** Our Australia Institutional Sales team is seeking an AVP to support Nuveen Australia's growing client base out of the Sydney, Australia office. **Key responsibilities will include**: - Establish and maintain strong relationships with existing and prospective clients to...


  • Sydney, New South Wales, Australia Goldman Sachs Bank AG Full time

    Role OverviewWe are seeking an experienced institutional sales professional to join our Client Solutions Group in Melbour. This role is a key opportunity for someone looking to progress their career and work with top-tier clients.The successful candidate will be responsible for managing relationships with existing clients, identifying new business...


  • Sydney, Australia MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...


  • Sydney, Australia TAFE NSW Full time

    **Student Sales Advisor** **Located at the Institute of Applied Technology, Kingswood TAFE Campus** **Temporary part time position available immediately, until November 2025** **Eligibility list for Temporary full time positions** **$84,647.43 package includes salary ($74,912 - $82,688), superannuation and leave loading (pro-rata).** At TAFE NSW, we are...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Asset Management- PermanentOur client is a leading Asset Manager that is looking for a Senior Institutional Business Development Manager to head their institutional business. The organisation is looking for a sharp senior BDM with a proven track record of business development within institutional funds management market. The BDM will have strong...


  • Sydney, Australia T. Rowe Price Group, Inc. Full time

    Relationship Management Analyst - Institutional There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore...


  • Sydney, Australia T. Rowe Price International Full time

    There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career...


  • Sydney, Australia Guidepoint Full time

    **Overview**: Guidepoint's Business Development teams are passionate about expanding our reach with both new and existing clients. We support all Guidepoint's service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings...


  • Sydney, Australia Westpac Institutional Banking Full time

    Permanent Role - Transaction Banking - Sydney based - hybrid working, WFH 2 days per week - Incredible opportunity to join the Westpac Institutional Bank’s Global Transaction Services team **How will I help?** Reporting into the Director, Team Leader Client Development - GTS, as the Associate Director, Client Development Manager you will drive our...


  • Sydney, Australia QIC Full time

    Institutional Distribution Associate **About the role** The key accountabilities are not limited to but include: - Assist in developing and executing sales and engagement plans for investors and consultants, regularly providing updates on progress and suggest actionable ideas. - Coordinate and respond promptly to queries from investors, consultants, and...