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Full-service broker-dealer

Head of Clearing Sales

Confirmed open August 6, 2026

Location
New York, NY
Compensation
Competitive base + bonus
Firm Type
Full-service broker-dealer

What You'll Be Doing

As the Head of Clearing Sales you will lead the firm's clearing and correspondent sales efforts. Your core responsibilities will include:

  • Developing and executing the overall clearing sales strategy to drive revenue growth.

  • Sourcing, originating, and closing new fully disclosed and omnibus clearing relationships.

  • Building relationships with broker-dealers, RIAs, fintech firms, and institutional clients.

  • Leading complex RFPs, pricing negotiations, and contract discussions.

  • Collaborating with Operations, Compliance, Technology, and Client Service teams for seamless onboarding.

  • Developing strategic partnerships with trading technology vendors and fintech platforms.

  • Representing AmerX at industry conferences and client meetings.

  • Maintaining a robust pipeline and providing accurate sales forecasting.

  • Monitoring competitive trends and regulatory changes affecting clearing businesses.

  • Mentoring and building a high-performing institutional sales team.

Who We're Looking For

  • 10+ years of institutional financial services sales experience.

  • Significant experience selling clearing and custody solutions.

  • Established network across the broker-dealer ecosystem.

  • Proven history of generating new business and managing complex sales cycles.

  • Strong understanding of U.S. clearing, custody, and capital markets infrastructure.

  • Excellent communication and negotiation skills.

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