Equity Research Sales, Executive Director

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

Title: Equity Research Sales, Executive Director

About Us

William O’Neil + Co. Incorporated (WON) is an independent advisory firm providing U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Co.’s recommendations draw from a rich history of more than 55 years of equity research experience using the O’Neil Methodology, a unique combination of fundamental and technical analysis proven over the past half-century to identify outperformers in the stock market. William O’Neil + Co. developers and analysts conceptualize, model, and integrate unique quantitative research discoveries into William O’Neil + Co.’s historic database and PANARAY® research platform. William O’Neil + Co. is regulated by the Securities and Exchange Commission, The Financial Conduct Authority, and the State of California.

Summary

Sell the William O’Neil domestic and international stock buy and sell recommendations, data research, and bespoke analytic tools to qualified institutional clients.

Duties and Responsibilities

• Effectively present stock ideas, the O'Neil Methodology and our proprietary platform Panaray to clients and prospects
• Prospect, qualify, and close new business within the top 500 institutional prospects (AUM)
• Effectively contact and follow-up with all prospects and clients to ensure product/service satisfaction
• Successfully meet and exceed quarterly and annual revenue quotas/goals
• Achieve profitable revenue growth by capturing new business and expanding business within an existing client base
• Establish and maintain professional relationships with Portfolio Managers and Research Analysts to identify new business opportunities
• Other dutes as determined by management

Qualifications & Requirements

• 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 (test could be taken as well)
• Deep understanding and knowledge of equity investments and overall financial market
• Ability to travel 25% to 50% of the time
• Ability to effectively articulate and explain financial services and strategies to a professional, institutional audience
• Ability to work with a CRM system, along with sales reporting
• Ability to develop creative solutions to complex problems
• Bachelor’s degree in Business or related field
• Perform all work and activites with honesty and integrity
• Take personal responsibility for productivity, quality and timeliness of work of self and team
• Effectively communicate (and listen) clearly, professionally, politely and persuasively in all situations; respond well and in a reasonable, timely manner
• Challenge conventional practices in a collaborative fashion and use creativity and information to lead, innovate, problem solve, and implement ideas to contribute to the growth of the organization
• Collaborate with co-workers to achieve common goals

Salary Range

This is a Salary and Commission Position:

Base Salary for this position is $175,000-$200,000 per year + commission

Working Conditions

Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

Equal Opportunity Employer

William O'Neil + Co. Incorporated is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland