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outbound sales stakeholder management brokerage forex crm systems๐ Description
- Own retail client acquisition and institutional biz dev in US Forex.
- Lead revenue growth strategy for US retail forex market.
- Player/coach role; personally close high-value opportunities.
- Build and scale acquisition engine; manage team and pipeline.
- Drive partnerships with IBs, API partners, and affiliates.
- Collaborate with tastytrade leadership on cross-sell and revenue trajectory.
๐ฏ Requirements
- Bachelor's degree required.
- 5+ years in financial services sales; proven forex/futures/brokerage targets.
- Licensure: Series 3 and 34 (willing to obtain).
- Direct experience acquiring and closing high-value clients ($100k+ deposits) and institutional relationships.
- Proficiency with MetaTrader platforms, TradingView, and CRM systems.
- Strong outbound prospecting and relationship-building skills.
๐ Benefits
- Performance bonuses
- Stock purchase options
- 401k plan
- Medical/Dental/Vision benefits
- 20 paid vacation days + birthday off
- 10 paid sick days
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