Equity Sales Assistant

Search Influence; New York (NY); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonus

Medical insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Job summary

Wolfe Research in New York is seeking a motivated Sales Assistant to support a senior sales team and help grow client relationships. The role offers mentorship with eventual progression into a Sales Associate position and exposure to equity markets.

You will manage the client CRM, prepare presentations in Excel and PowerPoint, and assist with events and ad hoc projects. A Bachelor's degree and strong organizational skills are required, with a genuine interest in financial markets and the ability

Qualifications

• Bachelor's Degree from an accredited College/University with a strong academic track record.
• Organizational skills and strong attention to detail.
• General interest in financial markets with a familiarity of equity markets and the institutional equities marketplace.
• Self-starter with the ability to work both autonomously and collaboratively.

Responsibilities

• Support to Senior Sales Team
• Maintaining the client CRM, including extracting client resource utilization to ensure proper monetization
• Help identify revenue generating opportunities
• Continually ensure proper and efficient distribution of research
• Assist with client requests and needs
• Participate in ad hoc group projects to help improve the operations of the greater sales team
• Create client presentations using Excel & PowerPoint
• Provide organizational support for client and industry events

Skills

Organizational skills

Attention to detail

Self-starter

Interest in financial markets

Education

Bachelor's degree

Tools

Excel

PowerPoint

Job description

About the Role

*This role is open year round, as we are always looking to connect and keep a pipeline of candidates for current & future openings.

Wolfe Research is seeking a motivated Sales Assistant to join one of our NY-based Sales Teams. The Sales Assistant role is a great opportunity for a strong candidate with a personality that lends itself to Sales and possesses a genuine interest in financial markets. This role will have the unique opportunity for mentorship with eventual progression into a Sales Associate role.

Responsibilities:

• Support to Senior Sales Team
• Maintaining the client CRM, including extracting client resource utilization to ensure proper monetization
• Help identify revenue generatingopportunities
• Continually ensure proper and efficient distribution of research
• Assist with client requests and needs
• Participate in ad hoc group projects to help improve the operations of the greater sales team
• Create client presentations using Excel & PowerPoint
• Provide organizational support for client and industry events

Requirements:

• Bachelor's Degree from an accredited College/University with a strong academic track record
• Organizational skills and strong attention to detail
• General interest in financial markets with a familiarity of equity markets and the institutional equities marketplace
• Self-starter with the ability to work both autonomously and collaboratively

At Wolfe Research we feel passionately about equal pay for equal work and pay transparency is an integral practice for that. The compensation for this role is market competitive with a base salary range of $80,000-$90,000. We intend to offer the selected candidate a base salary within this range, based on non-discriminatory factors including but not limited to skill set, job-related experience, and location. In addition, we offer an annual discretionary incentive bonus and competitive employee benefits including: medical, dental and vision coverage; life, accident and disability insurance. Wolfe also offers paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave.

About Wolfe

Wolfe Research, LLC is a premier independent sell-side research firm with a commitment to best-in-class content and ongoing strategic growth. We produce the most objective and distinguished research across our covered sectors, and deliver our services with intense care and specificity to each of our institutional clients. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.

The firm has established a leading reputation for sector and macro research. Our QES product provides leading stock selection models, cutting edge portfolio analytics and hedging tools, highly ranked ESG product, and back-tested alternative data. Wolfe Research’s analysts were voted #6 on a weighted basis for equity research during 2025 by institutional clients in the prestigious “Extel” (formerly Institutional Investor) All-America Research Poll, trailing only significantly larger bulge bracket firms, who have historically not been viewed as our peers.

We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.

For more information about Wolfe Research, please visit us at: www.wolferesearch.com

Wolfe Research recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics. At Wolfe Research, we strive to be the place where a diverse mix of talented people want to come, to stay and do their best work. We pride ourselves on bringing integrity and objectiveness to our research process and we know our company’s biggest strength is the hard work, collaboration and diverse views and opinions of our passionate and creative employees. We are fully focused on equality and believe deeply that diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different, also make us stronger.