Prime Brokerage, Sales, Vice President

The Vice President in Prime Brokerage Sales at BTIG is responsible for marketing the BTIG Prime Brokerage platform to hedge funds and family offices, collecting due diligence information to ensure client suitability, and cross-selling services across all divisions within the firm. Building and maintaining relationships with various service providers in the hedge fund community is also a key aspect of the role, allowing for a collaborative approach in meeting client needs.

To qualify for the Vice President position in Prime Brokerage Sales at BTIG, candidates must have 4-8 years of direct experience in Prime Brokerage sales. Excellent communication skills, proficiency in Microsoft Office, and a strong understanding of global markets and financial instruments are essential. Additionally, candidates must hold Series 7 and 63 licenses and possess strong organizational skills to manage a multifaceted workload.

BTIG is committed to fostering an environment where career growth is a priority. As a Vice President in Prime Brokerage Sales, you'll be part of a dynamic team focused on innovation and success. We provide resources for continuing education, professional development, and mentorship programs to help you refine your skills and advance your career within the organization.

The Vice President role in Prime Brokerage Sales at BTIG offers a competitive compensation and benefits package. The estimated base salary range for this position is $150,000 to $300,000 per year, with possibilities for additional incentives such as discretionary bonuses or overtime, depending on performance and business needs.

At BTIG, the company culture emphasizes teamwork, innovation, and integrity. The Prime Brokerage Sales team offers a supportive yet challenging environment where every team member is encouraged to contribute their ideas. With a focus on collaboration and connection within the industry, the team thrives on building strong relationships both internally and with external partners.

In your response, share specific examples from your past roles where you successfully marketed Prime Brokerage services or engaged with clients. Highlight any strategies that led to successful client acquisition and retention, and be sure to mention your understanding of the market dynamics and competition.

Discuss your methods for establishing rapport and trust with clients, including attending networking events, following up regularly, and personalizing your communication. Providing examples of successful relationships you’ve built can illustrate your effectiveness in this area.

Mention specific sales tracking tools you are familiar with and how you’ve used them to assess your performance. Discuss any methods you employ to refine your approach based on sales data analytics and how you adjust your strategies accordingly.

Your answer should reflect your organizational skills and strategies for multitasking. Discuss how you assess client needs, the importance of deadlines, and communication – emphasizing how you ensure every client feels valued while managing competing priorities.

Highlight the importance of understanding the client’s needs, competitive insight, and delivering value propositions tailored to specific circumstances. Use past experiences to illustrate your successful pitching process and what differentiates your approach from competitors.

Share a detailed story that demonstrates your problem-solving skills, resilience, and resourcefulness. Talk about the situation, the actions you took, and the positive outcome, focusing on what you learned from the experience.

Explain your understanding of BTIG’s offerings and how you identify opportunities for cross-selling. Discuss techniques you've used to integrate services seamlessly and how to communicate the benefits of additional services to existing clients.

Discuss the resources you rely on, such as industry publications, webinars, and networking with peers. Explain how staying informed has positively impacted your approach to client relations and decision-making in past positions.

Talk about the due diligence process you utilize to gather necessary 'Know Your Customer' information. Discuss how you analyze the information to ensure that services align with the client's investment goals and risk tolerance.

Reflect on your intrinsic motivations, such as career aspirations, the excitement of achieving targets, or the satisfaction from building long-term client relationships. Connect how these drive your performance and contribute positively to BTIG’s objectives.