What are the responsibilities and job description for the Institutional Banking FX Sales Leader position at KeyBank National Association?
Location:
127 Public Square - Cleveland, Ohio 44114
Job Summary
Primary responsibilities include the development and execution of strategic and tactical sales plans for a regional foreign exchange team that are aligned with overall corporate strategy. This position has responsibility for driving and deepening client relationships and FX sales revenue as a player-coach through strong internal partnerships, prospecting, and management of the sales process. A Senior FX Sales Manager has supervisory responsibilities to oversee that the sales team meets all compliance requirements of the Swap-Dealer.
Responsibilities
Demonstrate mastery of foreign exchange market & products (including spot, forward, swaps, options & cross currency swaps)
Provide clients with value added consultative FX Risk Management and payment solutions (including: fx analytics, strategy, policy, implementing balance sheet and cash flow hedging programs, hedge accounting concepts and transactional fx)
Employ a strategic approach to business development built upon a structured sales management process
Assist clients and prospects to identify FX exposure, generate strategies for managing risk and then effectively execute the selected solution
Develop strategies for attracting, recruiting, developing and retaining talent
Actively seek opportunities for continual evolution and efficiency of our operations
Build strong relationships and engagement with the internal stakeholders and product partners
Adhere to supervisory responsibilities ensuring the sales team meets all compliance requirements of the Swap-Dealer.
Deliver excellence in customer service and trade execution
Maintain a quality FX pipeline in Salesforce
Organize and conduct client education and entertainment events
Contribute to a strong team orientated culture and live Key’s values
Strong comprehension of Risk Management in the overall business and industry context
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education Qualifications
Bachelor's Degree (preferred)
Master's Degree (preferred)
Experience Qualifications
10 years experience as a corporate FX sales representative or equivalent experience (required)
Extensive knowledge of foreign exchange products and services and the management and mitigation of related risks (preferred)
Previous management experience and/or coaching experience (preferred)
Licenses and Certifications
Complete NFA Associated Person Certification (already attained or ability to pass within 3 months of hire date) (required)
Chartered Financial Analyst (CFA) (preferred)
Tactical Skills
Familiarity with trading platforms such as Bloomberg, FXAll, 360T
Proficient with Bloomberg and Reuters
Salesforce and/or other Sales CRM proficiency
In depth knowledge of the cross-border payments industry
Experience in corporate foreign exchange or FinTech industry
Strong understanding of USGAAP
Excellent written and oral communication
Exceptional analytical and problem-solving ability
Strong critical thinking combined with business intuition and intellectual curiosity.
Team player with a competitive drive to win
Proficiency Microsoft Office Suite (Excel, PowerPoint and Word)
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Routine and frequent travel to include overnight stay.
Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $200,000.00 to $250,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.
Job Posting Expiration Date: 03/14/2025
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
#LI-Remote
127 Public Square - Cleveland, Ohio 44114
Job Summary
Primary responsibilities include the development and execution of strategic and tactical sales plans for a regional foreign exchange team that are aligned with overall corporate strategy. This position has responsibility for driving and deepening client relationships and FX sales revenue as a player-coach through strong internal partnerships, prospecting, and management of the sales process. A Senior FX Sales Manager has supervisory responsibilities to oversee that the sales team meets all compliance requirements of the Swap-Dealer.
Responsibilities
Demonstrate mastery of foreign exchange market & products (including spot, forward, swaps, options & cross currency swaps)
Provide clients with value added consultative FX Risk Management and payment solutions (including: fx analytics, strategy, policy, implementing balance sheet and cash flow hedging programs, hedge accounting concepts and transactional fx)
Employ a strategic approach to business development built upon a structured sales management process
Assist clients and prospects to identify FX exposure, generate strategies for managing risk and then effectively execute the selected solution
Develop strategies for attracting, recruiting, developing and retaining talent
Actively seek opportunities for continual evolution and efficiency of our operations
Build strong relationships and engagement with the internal stakeholders and product partners
Adhere to supervisory responsibilities ensuring the sales team meets all compliance requirements of the Swap-Dealer.
Deliver excellence in customer service and trade execution
Maintain a quality FX pipeline in Salesforce
Organize and conduct client education and entertainment events
Contribute to a strong team orientated culture and live Key’s values
Strong comprehension of Risk Management in the overall business and industry context
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education Qualifications
Bachelor's Degree (preferred)
Master's Degree (preferred)
Experience Qualifications
10 years experience as a corporate FX sales representative or equivalent experience (required)
Extensive knowledge of foreign exchange products and services and the management and mitigation of related risks (preferred)
Previous management experience and/or coaching experience (preferred)
Licenses and Certifications
Complete NFA Associated Person Certification (already attained or ability to pass within 3 months of hire date) (required)
Chartered Financial Analyst (CFA) (preferred)
Tactical Skills
Familiarity with trading platforms such as Bloomberg, FXAll, 360T
Proficient with Bloomberg and Reuters
Salesforce and/or other Sales CRM proficiency
In depth knowledge of the cross-border payments industry
Experience in corporate foreign exchange or FinTech industry
Strong understanding of USGAAP
Excellent written and oral communication
Exceptional analytical and problem-solving ability
Strong critical thinking combined with business intuition and intellectual curiosity.
Team player with a competitive drive to win
Proficiency Microsoft Office Suite (Excel, PowerPoint and Word)
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Routine and frequent travel to include overnight stay.
Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $200,000.00 to $250,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.
Job Posting Expiration Date: 03/14/2025
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
#LI-Remote
Salary : $200,000 - $250,000
