Equity Research Sales Director for Institutional Clients

O'Neil Digital Solutions, LLC; San Francisco (CA); On-site; USD 175,000 - 200,000; Full time

Job summary

A leading equity research firm in San Francisco is seeking an Executive Director for Equity Research Sales. You will sell domestic and international stock recommendations to institutional clients, presenting ideas and building new business. The ideal candidate has 10-15 years of sales experience and a deep knowledge of equity investments. The compensation includes a base salary of $175,000-$200,000 plus commission, within a supportive office setting.

Qualifications

• Minimum of 10-15 years’ sales experience in the equity markets or financial services industry.
• Active series 65/66 with no disclosures on U-4.
• Ability to travel 25% to 50% of the time.

Responsibilities

• Effectively present stock ideas to clients and prospects.
• Prospect and close new business within top 500 institutional prospects.
• Meet and exceed quarterly and annual revenue quotas.

Skills

Sales experience in equity markets

Knowledge of financial markets

CRM system proficiency

Articulation of financial strategies

Creative problem-solving

Collaborative teamwork

Education

Bachelor’s degree in Business or related field

Job description

A leading equity research firm in San Francisco is seeking an Executive Director for Equity Research Sales. You will sell domestic and international stock recommendations to institutional clients, presenting ideas and building new business. The ideal candidate has 10-15 years of sales experience and a deep knowledge of equity investments. The compensation includes a base salary of $175,000-$200,000 plus commission, within a supportive office setting.