Job Application for Institutional Sales Executive at Moment

FULL-TIME | NYC (IN-PERSON)

About Moment

Moment is building the first operating system for fixed income, the largest financial market in the world valued at $150T+ globally. We work with the largest financial institutions to bring all of their fixed income operations into a single platform. Founded by former quants at Citadel Securities and Jane Street, Moment serves global financial institutions with over $3.5T in assets after publicly launching in 2024.

The fixed income market is undergoing rapid transformation:

Electronic trading has skyrocketed, with corporate bond electronic volumes growing 10x over the last decade
Rising rates - from near zero to roughly 5% - have sparked a surge in demand
Financial institutions are increasingly partnering with fintechs to modernize legacy infrastructure
AI advances are enabling workflow automation that was once thought impossible

Despite the market’s scale, most workflows remain incredibly manual: traders juggle multiple screens, portfolio managers exchange sprawling spreadsheets, and critical coordination still happens by phone or chat. Moment is unlocking a new automation paradigm for the industry by unifying these workflows into one system.

We're backed by world class investors including Index, A16Z, and Lightspeed, and have raised $56M in funding. We recently raised a $36M Series B by Index. You can read Bloomberg's coverage of it here and the memo Index wrote on why they invested.

The Role

The Institutional Sales Executive will spearhead sales efforts targeting RIAs, banks, trust companies, and small broker/dealers, driving adoption of Moment’s best-in-class fixed income trading, portfolio management, and workflow solutions. The role requires a motivated, self-starter with a proven track record in selling software or services to financial institutions. The candidate will be able to leverage their industry expertise and relationships to identify opportunities, build a pipeline, close deals, and drive revenue growth.

Responsibilities

Prospect and Develop Relationships: Identify and engage prospective clients, including RIAs, banks, trust companies, and small broker/dealers, to build a robust sales pipeline.
Drive Sales Cycle: Manage the end-to-end sales process, from initial outreach and product demonstrations to contract negotiation and closing, ensuring timely and successful deal execution.
Understand Client Needs: Collaborate with clients to understand their fixed income trading, portfolio management, and advisory workflows, tailoring solutions to address pain points.
Product Expertise: Develop a deep understanding of Moment’s platform to effectively communicate its value proposition and technical capabilities.
Market Intelligence: Stay informed on industry trends, competitor offerings, and regulatory changes in the fixed income space to position our solutions strategically.
Cross-Functional Collaboration: Work closely with product and development teams to ensure client needs are met and feedback is incorporated into product development.
Achieve Sales Targets: Consistently meet or exceed quarterly and annual sales quotas, contributing to the company’s revenue growth.
Sales Administration: Maintain accurate records of sales activities, client interactions, and pipeline status in the company’s CRM system and produce customized sales collateral for prospects.

Qualifications

Experience: 3-10 years of sales experience, preferably in electronic trading, SaaS, separate account (SMA) or fund sales.
Proven Track Record: Demonstrated success in meeting or exceeding sales targets in a B2B or financial services environment.
Self-Starter Mindset: Highly motivated, proactive, and able to work independently in a fast-paced startup environment.
Passion for Innovation: Enthusiasm for thinking outside the box and developing new solutions for neglected industry problems or universally accepted analog workflows.
Technical Aptitude: Comfortable discussing software solutions, APIs, and integration with client systems, with the ability to learn technical product details quickly.
Communication Skills: Excellent verbal and written communication skills, with the ability to present complex solutions clearly to diverse stakeholders.
Travel: Willingness to travel as needed for client meetings and industry events (up to 50%).

Preferred Skills

Experience selling SaaS or cloud-based financial software solutions
Existing relationships with decision-makers at RIAs, banks, trust companies, or small BDs.
Fixed income knowledge across trading, portfolio management, and advisory workflows
Familiarity with custodial platforms (e.g., Fidelity, Schwab, Pershing)
Proficiency in Hubspot, Gong, and Notion

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