Finance
Prime Brokerage Salesperson Onboarding
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Prime Brokerage Salesperson Onboarding

1
Complete all human resources paperwork
2
Attend general company orientation
3
Meet with manager to discuss role and responsibilities
4
Field-Train with an experienced Prime Brokerage Salesperson
5
Initiate the setting up of all the necessary software and tools
6
Attend Prime Brokerage Sales specific training
7
Guidance on understanding the client base
8
Approval: Understanding Client Base
9
Receive client list from manager
10
Manager-initiated introductions to key client contacts
11
Stakeholder introductions conducted by Manager
12
Review regulatory compliance issues and company policies relevant to role
13
Approval: Understanding of compliance and policies
14
Receive product training from Product Team
15
Shadowing sessions with other Prime Brokerage Sales team members
16
Receive training in company sales processes
17
Engage in mock client engagement scenarios
18
Approval: Client Engagement Proficiency
19
Receive feedback from manager on progress
20
Begin official client duties under close supervision by Manager