Connecting clients to markets – and talent to opportunity.
With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.
In this fast-paced, client-driven role, your relationships, product insight, and execution will directly shape the growth of our SBA and USDA business. You’ll collaborate with seasoned professionals and gain exposure to a wide range of asset classes – including fixed income, equities, options, and advanced trading and research technologies – all within a best-in-class institutional infrastructure.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
With boots on the ground authenticity at the heart of everything we do, our comprehensive array of commercial products and services enable you to work directly with our clients, across hedging, risk management, execution and clearing, OTC products, commodity finance and more.
Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.
RESPONSIBILITIES
Responsible for sales and distribution of SBA & USDA pools, loans, and structured funding solutions into an institutional end-user base (banks, credit unions, financial institutions). You will own your institutional book, originate new demand, and partner with internal origination, trading, banking, and structuring teams to deliver tailored solutions. Primary duties will include: Maintain and expand relationships with institutional end-users (banks, credit unions, depositories, etc.) for SBA & USDA products. Originate new demand, activate client potential, cross-sell other fixed income or structured opportunities. Prepare and present client proposals, cashflow analyses, product overviews, and trade ideas Collaborate with trading, origination, and operations to negotiate terms, price transactions, and ensure delivery. Monitor product performance, prepayment & credit risk, reporting, and client servicing. Track pipeline, forecast revenues, manage KPIs, and sales metrics. Represent the firm in client conferences, roadshows, and industry forums. Stay current on SBA, USDA, regulatory, and market developments. QUALIFICATIONS
To land this role you will need: 5 to 10+ years of institutional sales, distribution, or capital markets experience, preferably in SBA, USDA, agency-backed, or structured credit products. Deep, existing institutional relationships with banks, credit unions, and other financial institutions. Solid understanding of fixed income, cashflow models, prepayment, and credit risk, structure dynamics. Education / Certification Requirements
Bachelor’s degree in Finance, Economics, Business, or related field. Series 7 and Series 63 (or equivalent) required. What makes you stand out
Excellent communication, presentation, negotiation, and relationship management skills. Ability to work under pressure and handle multiple priorities. Motivated, entrepreneurial mindset, self-starter, proactive in finding opportunities. Working Environment & Conditions
Onsite/In-office setting (compliant with firm’s RTO/attendance policies). Dynamic, time-sensitive trading and client environment. Climate-controlled professional office environment. Travel required for client visits, conferences, and roadshows. Hiring Salary Range $150,000-$200,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data). Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan. This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered.
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Responsible for sales and distribution of SBA & USDA pools, loans, and structured funding solutions into an institutional end-user base (banks, credit unions, financial institutions). You will own your institutional book, originate new demand, and partner with internal origination, trading, banking, and structuring teams to deliver tailored solutions. Primary duties will include: Maintain and expand relationships with institutional end-users (banks, credit unions, depositories, etc.) for SBA & USDA products. Originate new demand, activate client potential, cross-sell other fixed income or structured opportunities. Prepare and present client proposals, cashflow analyses, product overviews, and trade ideas Collaborate with trading, origination, and operations to negotiate terms, price transactions, and ensure delivery. Monitor product performance, prepayment & credit risk, reporting, and client servicing. Track pipeline, forecast revenues, manage KPIs, and sales metrics. Represent the firm in client conferences, roadshows, and industry forums. Stay current on SBA, USDA, regulatory, and market developments. QUALIFICATIONS
To land this role you will need: 5 to 10+ years of institutional sales, distribution, or capital markets experience, preferably in SBA, USDA, agency-backed, or structured credit products. Deep, existing institutional relationships with banks, credit unions, and other financial institutions. Solid understanding of fixed income, cashflow models, prepayment, and credit risk, structure dynamics. Education / Certification Requirements
Bachelor’s degree in Finance, Economics, Business, or related field. Series 7 and Series 63 (or equivalent) required. What makes you stand out
Excellent communication, presentation, negotiation, and relationship management skills. Ability to work under pressure and handle multiple priorities. Motivated, entrepreneurial mindset, self-starter, proactive in finding opportunities. Working Environment & Conditions
Onsite/In-office setting (compliant with firm’s RTO/attendance policies). Dynamic, time-sensitive trading and client environment. Climate-controlled professional office environment. Travel required for client visits, conferences, and roadshows. Hiring Salary Range $150,000-$200,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data). Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan. This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered.
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