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