BTG Pactual · 1 day ago
Fixed Income Sales Professional – Bank Funding Instruments
United States
Full-time
Remote
Senior LevelBTG Pactual is seeking an experienced Financial Sales Professional to lead the origination, marketing, and distribution of bank funding instruments. The role focuses on developing relationships with midsize U.S. banks and managing the sales of financial instruments such as Certificates of Deposit and time deposits.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Originate, structure, and distribute funding instruments including CDs, time deposits, and other short-term bank funding products
Develop and maintain strong relationships with treasurers, CFOs, funding managers, and other key decision-makers at midsize U.S. banks
Prospect and onboard new institutional banking clients to expand the firm’s funding distribution footprint
Conduct needs assessments to understand a bank’s liquidity objectives and match them to appropriate funding solutions
Collaborate with internal capital markets, treasury, and compliance teams to execute transactions smoothly and efficiently
Maintain deep awareness of competitor offerings, market pricing, regulatory changes (e.g., FDIC insurance rules), and liquidity trends
Deliver accurate market intelligence to clients and internal stakeholders
Meet or exceed revenue, volume, and account-growth targets
Qualification
Required
Robust experience selling financial instruments to U.S. banks—preferably CDs, time deposits, brokered deposits, or other balance-sheet funding products
Strong network of relationships within U.S. midsize and regional banks (required)
Excellent understanding of bank treasury operations, ALM considerations, and deposit-funding strategies
Demonstrated success in an institutional sales or bank funding role
Exceptional communication, negotiation, and relationship-management skills
Ability to work independently, manage a pipeline, and close transactions
Bachelor's degree in Finance, Economics, or related field; advanced degrees or licenses (e.g., Series 7/63) are a plus
Authorization to work in the United States is required
Company
BTG Pactual
BTG Pactual is a financial company that operates in the markets of investment banking, wealth management, and asset management.
Founded in 1983
5001-10000 employees
H1B Sponsorship
BTG Pactual has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2023 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$2.67BKey Investors
Asian Infrastructure Investment BankEuropean Investment Bank
2025-07-13Post Ipo Debt· $160M
2024-11-25Post Ipo Debt· $210M
2024-10-17Post Ipo Debt· $500M
Leadership Team
K
Kathleen Romagnano
President and CEO
Roberto Sallouti
CEO
Recent News
The Rio Times
2026-01-05
MarketScreener
2026-01-05
Company data provided by crunchbase