Director- RIA, FA & Wealth Management Channel

Job Description:

Building trusted markets — powered by our people  

At Cboe Global Markets, we inspire our people to solve complex challenges together because what we do matters. We providethe financial infrastructure that powers the global economy. As a leading provider of market infrastructure and tradable products, Cboe deliverscutting-edge trading, clearing and investment solutions to market participants around the world.  

We’re building meaningful ways to support professional and personal development while strengthening the trustwe’ve earned as a global market leader. Our teams are empowered to share ideas, actively pursuethem and bring on a challenge. As champions of internal mobility and access to opportunity, we encourage our people to “go for it” and equip our managers with the training to coach their teams to the next level. We strive toprovideemployees a safe space to network, shareideas and create opportunities.   

Please note: To support strong partnership and team connection, this role follows a four day in office work model in either our Chicago or NYC office. 

Role overview 

Cboe Global Markets is seeking aDirector and senior producer to lead coverage of the Registered Investment Advisor (RIA), Financial Advisor (FA), and broader Wealth Management channel across the United States. This is a senior, client-facing sales role within the Global Derivatives Sales team and represents a strategic priority for Cboe as wealth platforms rapidly expand their use of listed derivatives for income generation, portfolio protection, and capital-efficient exposure. 

This role is classified internally as a Professional, P6 – Senior Expert, reflecting the seniority, specializedexpertise, and enterprise-level impactrequired. The Director will serve as thelead andsenior-most producer on the Wealth Management coverage team and will be recognized both internally and externally as a leading industry authority on listed derivatives for the advisor and wealth channel, applying mastery of the field to shape strategy, resolve the most complex client and market challenges, and influenceCboe’s long-term direction in this space. 

The Director will own and grow a high-value client franchise spanning independent RIAs,wirehouse and independent broker-dealer financial advisors, family offices, and bank wealth management platforms. Reporting directly to Natalie Reed, this individual will serve as the primary point of contact for wealth-channel clients, driving adoption ofCboe’s full suite of listed options and futures products, and translating the power of exchange-traded derivatives into actionable solutions for advisors and their end clients. The role historically also involves heavy interplay withCboe’sOptions Institute,Listings and Data Vantageteams, partnering closely on product education, market structure insights, and data-driven content that supports the wealth channel.

Your responsibilities will be

• Works on enterprise-critical, highly specialized, or strategically important projects. The role may provide direction with or across functions, advise on the most complex matters, and shape future practices, standards, products, services, or functional strategy. 

• Impacts business or functional direction through expert judgment, new approaches, or resolution of critical issues. Decisions and recommendations may inform long-term plans, standards, or strategic choices. 

• Provides expert guidance on critical issues and applies extensive field, business, and technical knowledge to developnew approaches or resolve problems with significant functional or business impact. Accountableprotection, capital efficiency, defined outcome)

• Identify and develop new client prospects; manage a robust pipeline and accurately forecast revenue and engagement metrics for senior leadership. 

• Partner closely with Cboe Listings and Data Vantage Solutions, alongside Cboe Labs, Marketing, Options Institute, Derivatives Market Intelligence, and Global Sales, to create wealth-channel-specific content, research, and go-to-market campaigns. 

• Represent Cboe at industry conferences, client forums, advisor platforms, and educational events; serve as a senior thought leader and spokesperson for listed derivatives in the wealth space. 

• Provide expert-level market intelligence and client feedback to senior leadership and product teams to inform and shape Cboe’s strategic roadmap for the wealth channel. 

• Develop and deliver educational programming and content, including webinars, training sessions, and white papers, tailored to advisors at varying levels of derivatives fluency. 

• Coordinate with international sales colleagues to share best practices and identify cross-border opportunities within global wealth platforms.

• Serve as the senior producer on the Wealth Management coverage team, owning end-to-end coverage of the U.S. RIA, FA, and wealth management client segment; build, maintain, and deepen relationships with key decision-makers across RIAs, wirehouses, IBDs, family offices, and wealth management platforms. 

• Drive revenue and volume growth across Cboe’s listed derivatives product suite, including SPX, VIX, and other index options, within the wealth channel. 

• Act as the recognized industry expert and trusted advisor for wealth management clients, delivering market insights, product education, and tailored trading strategies (e.g., income generation, downside. 

The ideal candidate has

Required

• 14+ years of financial services sales experience, with deep,established coverage of RIAs, financial advisors, or wealth management firms; candidates must be recognized as a senior producer and industry expert in listed derivatives for the wealth channel.

• Deep, expert-level knowledge of listed equity and index options (SPX, VIX, ETF options) and/or futures; ability to serve as the definitive derivatives authority for both sophisticated and emerging advisor audiences.

• Well-established, long-standing relationships within the U.S. RIA and/or wirehouse/IBD ecosystem, reflecting a mature, senior-level network built over 14+ years in the industry. 

• Demonstrated, sustainedtrack record as a top-producing sales professional, consistently meeting and exceeding sales targets in a client-facing derivatives or structured products role. 

• Exceptional communication, presentation, and relationship management skills, with the gravitas to operate as a senior representative of Cboe with C-suite and executive-level clients.

• Ability to operate independently and as a senior, high-impact contributor within a collaborative, global team. 

• Willingness to travel across the U.S. to visit clients and attend industry events. 

Preferred

• Prior senior-level experience at an exchange, options market maker, bank/broker-dealer, or asset manager with a derivatives-focused mandate. 

• Familiarity with model portfolio construction, separately managed accounts (SMAs), and the operational workflows of RIA custodians (e.g., Schwab, Fidelity, Pershing). 

• Experience with options overlay strategies, defined outcome/buffered ETF products, or risk management programs marketed to the advisor channel.

• Strong network across advisor platform ecosystems such as CAIS, iCapital, Envestnet, or simila for outcomes that shape standards, direction, or strategic choices within the function or broader enterprise. 

Benefits and Perks of working for Cboe Global Markets 

We value the total wellbeing of our people – including health, financial,personal and social wellness. We believe standard benefits like health insurance and fair pay area givenat any organization. Still, you shouldknow we offer: 

• Fair and competitive salary and incentive compensation packages with an upside for overachievement  

• Generous paid time off, including vacation, personal days, sickdays and annual community service days  

• Health, dental and vision benefits, including access to telemedicine and mental health services  

• 2:1 401(k) match, up to 8% matchimmediately upon hire  

• Discounted Employee Stock Purchase Plan   

• Tax Savings Accounts for health,dependent and transportation  

• Employee referral bonus program   

• Volunteer opportunities to help you give back to your communities   

Some of our associates’ favorite benefits andperks include:  

• Complimentary lunch,snacks and coffee in any Cboe office  

• Paid Tuitionassistance and education opportunities  

• Generous charitable giving company match  

• Paid parental leave and fertility benefits   

• On-site gyms and discounts to other fitness centers  

• Paid Time Off 

More About CboeGlobal Markets 

We’re reimagining the future of the workplace by focusing on what matters most, our people. Our journey is an inclusive one.We’re investing deeply in leadership programs and career development initiatives that ensure everyone has an equal chance to succeed.   

We work with purpose, solving problems with ingenuity, collaboration, and a lot of passion.We’re an engaged and excited team connecting markets across borders and embracing growth in all its forms to achieve incredible outcomes.  

Learn more about life at Cboe onour website andLinkedIn. 

Equal Employment Opportunity 

We're proud to be an equal opportunity employer do not discriminate against any employee or applicant for employment based on any legally protected characteristic, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status. We are committed to fostering a workplace where all individuals are valued and respected.   

#LI-CP2

This position is not eligible for visa sponsorship. Candidates must be legally authorized to work in the United States without the need for employer sponsorship now or in the future.

Salary Ranges (applicable for US locations only)

This role may also be eligible for annual incentive compensation and, where applicable, participation in Cboe's long-term equity programs.

Additional information about Cboe's total rewards program, including benefits and other compensation components, can be found here:Total Rewards at CBOE.​
 

Any communication from Cboe regarding this position will only come from a Cboe recruiter who has a @cboe.com email or via LinkedIn Recruiter. Cboe does not use any other third party communication tools for recruiting purposes.