LinkedIn and 3rd parties use essential and non-essential cookies to provide, secure, analyze and improve our Services, and to show you relevant ads (including professional and job ads) on and off LinkedIn. Learn more in our Cookie Policy.
Select Accept to consent or Reject to decline non-essential cookies for this use. You can update your choices at any time in your settings.
Job Title: Associate – Institutional Sales Location: New York, NY; (In-person) Status: Full-time; Exempt Reports to: Institutional Sales Leadership Typical Work Hours: 8:30 a.m. to 5:00 p.m. Monday to Friday; Fully In-person
Monex is a global financial services firm specializing in foreign exchange risk management, international payments, and institutional currency solutions. We help corporations, financial institutions, asset managers, and private capital firms navigate global markets through tailored FX strategies, market intelligence, and execution expertise.
With operations spanning North America, Europe, and Asia, Monex combines global market access with local expertise. We serve over 66,000 clients worldwide through 40 offices.
Monex is seeking an Associate – Institutional Sales to join our growing institutional sales team. This role is responsible for developing qualified opportunities into active institutional relationships. Working alongside senior sales professionals, the Associate supports client engagement efforts, develops commercial expertise, and gains exposure to the full institutional sales process. The role serves as the bridge between opportunity generation and revenue production.
Responsibilities Institutional Relationship Development
Manage and develop early-stage institutional relationships.
Qualify opportunities and identify client needs.
Support client meetings and proposal development.
Assist with institutional coverage initiatives across targeted sectors.
Product & Market Development
Develop expertise in FX markets, forwards, and institutional hedging strategies.
Contribute to business development initiatives and market intelligence efforts.
Client Service & Internal Partnership
Partner with trading and operations teams to ensure a seamless client experience.
Maintain accurate pipeline forecasting and CRM discipline.
Success Measures
Qualified pipeline creation.
Opportunity progression.
Client engagement quality.
Relationship development.
Product knowledge advancement.
Required Qualifications
1–4 years of experience in institutional sales, financial services, or capital markets.
Working understanding of institutional investment structures.
Strong commercial awareness and relationship-building ability.
Excellent communication and organizational skills.
Demonstrated ability to work independently while collaborating across teams.
Strong interest in FX, capital markets, and institutional investing.
Series 63/65 or equivalent licensing (or willingness to obtain).
Compensation
Salary is commensurate with experience. The annual salary range for this position is $50,000 to $70,000, with a competitive commission package.
Benefits
Medical insurance
Dental insurance
Vision insurance
Long Term Disability
Short Term Disability
AD&D insurance
Commuter Benefits
401K and Roth with company match
16 days of PTO
Pet Insurance
Seniority level
Entry level
Employment type
Full-time
Job function
Information Technology
Industries
Wireless Services, Telecommunications, and Communications Equipment Manufacturing
Referrals increase your chances of interviewing at Monex USA by 2x