The WEX Electronic Trading Sales and Client Relations Specialist is responsible for developing and originating new business opportunities with a primary focus on selling our Order Management System (OMS) and Execution Management Systems (EMS) to buy side trading desks. The ideal candidate has a strong track record selling OMS solutions to institutional clients and will drive OMS adoption, expansion, and cross-selling across the client base.
• Drive new OMS/EMS sales by prospecting, networking, and running the full sales cycle from initial outreach through close
• Manage and grow existing client accounts, identifying expansion opportunities to increase seat count and usage
• Collaborate with clients, product and sales teams in order to cross-sell and deliver OMS/EMS and other trading solutions
• Liaise with the WEX Support group to help resolve client issues
• Deliver product demonstrations and lead trials/evaluations for prospective clients
• Provide product feedback and development recommendations
• Schedule and maintain routine on-site visits
• Willingness to travel
• Understanding and adherence to compliance and regulatory requirements
• Manage and grow existing client accounts, identifying expansion opportunities to increase seat count and usage
• Collaborate with clients, product and sales teams in order to cross-sell and deliver OMS/EMS and other trading solutions
• Liaise with the WEX Support group to help resolve client issues
• Deliver product demonstrations and lead trials/evaluations for prospective clients
• Provide product feedback and development recommendations
• Schedule and maintain routine on-site visits
• Willingness to travel
• Understanding and adherence to compliance and regulatory requirements
• 5+ years of direct experience selling OMS and/or EMS software
• Deep working knowledge of OMS/EMS functionality, including order routing, trade allocation, compliance workflows, and portfolio/position management
• Established network of Institutional Buy Side and Sell Side relationships
• Proven experience supporting and positioning multi-asset class OMS/EMS software (equities, options, futures) to institutional clients
• Fundamental knowledge of FIX connectivity and software architecture
• Excellent communication skills and entrepreneurial attitude
• Understanding of competitive landscape with the ability to articulate WEX’s benefits and differentiators
• Series 7, 63, & 55
• Deep working knowledge of OMS/EMS functionality, including order routing, trade allocation, compliance workflows, and portfolio/position management
• Established network of Institutional Buy Side and Sell Side relationships
• Proven experience supporting and positioning multi-asset class OMS/EMS software (equities, options, futures) to institutional clients
• Fundamental knowledge of FIX connectivity and software architecture
• Excellent communication skills and entrepreneurial attitude
• Understanding of competitive landscape with the ability to articulate WEX’s benefits and differentiators
• Series 7, 63, & 55