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Director, Sales Services

Brand: HSBC

Area of Interest: Investment Banking, Markets, and Research

Location:

New York, NY, US, 10001

Work style: Office Worker

Date: 13 Jan 2026

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

HSBC Securities Services provides industry leading Asset Servicing solutions to institutional clients worldwide. This senior Sales role is accountable to drive new business growth from existing and new clients. The individual will be part of the HSBC Institutional Sales team, with a primary accountability to originate new business contributing to Securities Services sales objectives.

The role will be primarily external client and market facing but with strong internal interaction with other Sales and Client functions, regional heads, product teams, change and delivery teams, Banking and Markets stakeholders including senior stakeholders within HSBC Securities Services and the wider Bank.

The role holder will ensure sales growth, effective talent management within the team and strong communication of the strengths of the HSBC MSS franchise to external and internal stakeholder.

We are currently seeking an experienced individual to join this team in the role of Director, Sales Services. This role will be responsible for:

+ Derive sales from existing Securities Services clients, new to Securities Services clients, or new to Bank clients

+ Be primarily responsible for achieving a minimum mandate target and / or $Xm of new revenue/balance growth per annum across Securities Services products and will lead his/her team to deliver against this

+ Jointly set the sales targets/KPI with the Managing Director(s) and Client Executive team (function of Product strategy/risk appetite/onboarding capacity; parameters agreed jointly) and ensure that all staff within his/her team have clear annual goals and objectives

+ Have strong securities services product expertise – ability to map private asset client needs to services such as custody/record‑keeping, fund administration, depositary/trustee, transfer agency, data/reporting, and to explain end‑to‑end operating models

+ Have deep understanding of private markets and fund structures – across private equity, private credit, real assets and fund‑of‑funds, including capital call/distribution mechanics, waterfalls, valuation practices and secondary transactions

+ Consultative, C‑suite‑level relationship and sales skills – capable of engaging GPs, LPs, family offices and asset owners on strategic topics (scalability, operating efficiency, regulation, data) and translating them into structured, multi‑product proposals and RFP responses

+ Translate client requirements into integrated solutions (custody, fund admin, FX, data, connectivity), coordinating across product, operations, legal and technology to deliver implementable proposals for target clients

+ Develop and implement the sales growth strategy across key client sectors and geographies and manage deal processes/frameworks

+ Data, technology and project‑management capability – able to work with client and internal tech/ops teams on integration (APIs, reporting formats, look‑through data), manage complex implementations and migrations, and use CRM/analytics to drive pipeline, pricing and cross‑sell

To be successful in this role you should meet the following requirements:

+ Have expertise in consultative sales methodology and managing complex institutional sales processes, with demonstration of experience in this area

+ Have excellent track record of established contacts in the target segment or proven ability to make senior level relationships quickly and with authority/credibility

+ Have proven experience of people management

+ Have proven experience of engaging at CXO level

+ Ability to organize and set up discipline around sales communication/the sales process and managing complex/virtual deal teams

+ Have a high level of presentation, written and verbal communication skills

+ Have a strong understanding of financial markets and products including traditional asset classes and alternative products

+ Be proficient in building and maintaining deep client relationships

+ Be independent, able to identify and close sales opportunities through an active client calling effort and partnership with product teams

+ Have strong strategic, creative, and problem-solving skills

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

**Nearest Major Market:** Manhattan

**Nearest Secondary Market:** New York City