Sr. Institutional Equity Sales-Chicago or Bay Area

Penserra; Orinda (CA); Hybrid; USD 150,000 - 175,000; Full time

Job summary

A diversified financial services firm is seeking a Senior Equity Trading Salesperson to join their Institutional Sales team. The ideal candidate must have over 8 years of equity sales experience and a proven track record in building strong client relationships. The role involves prospecting clients, driving revenue growth, and ensuring satisfaction. This position provides a competitive salary ranging from $150,000 to $175,000 with bonuses, and requires strong communication skills and the ability to thrive in a fast-paced environment.

Qualifications

• 8+ years of experience in equity sales or financial services.
• Proven ability to build strong client relationships.
• Strong communicator with excellent presentation and writing skills.

Responsibilities

• Prospect investment managers and public pension funds.
• Drive revenue growth and retention for equity services.
• Manage relationships and ensure client satisfaction.

Skills

Equity sales experience

Relationship building

Communication skills

Organizational skills

Proficiency in MS Excel

Tools

CRM systems

PowerPoint

Word

Job description

Penserra is a diversified financial services firm providing global equity and fixed income trading, equity and debt capital markets, QTC tied hedge trading, ETF sub-advising, and global equity investment management to many of the nation’s largest institutions. We believe there is a better way to create value in financial services. Driven by our people and innovation, we deliver strong results and high-touch service while fostering an inclusive culture where every colleague feels valued.

Functional Title: Senior Equity Trading Salesperson

Location: San Francisco Bay Area or Chicago, IL

Experience: 8+ years of experience within the equity sales area or comparable financial services sales.

Salary: Base salary of $150,000 - $175,000 (based on experience) / Competitive Bonus Plan

Position Summary:

Our Institutional Sales team is seeking a driven sales professional who thrives in a fast-paced environment, works well both independently and as part of a team, and excels at building strong client relationships. Reporting to the Head of Global Equity Trading, this individual will partner closely with our equity trading team to grow our client base and deepen existing relationships. The role focuses on sales coverage for global equity program trading and algorithmic trading.

Essential Duties and Responsibilities:

• Prospect investment managers and public pension funds through calls, email, and in-person meetings.
• Drive revenue growth and retention by expanding use of our equity services and cross-selling across the firm.
• Manage day-to-day relationships for assigned accounts and ensure a high level of client satisfaction.
• Identify client needs and resolve trading or service issues promptly.
• Represent the firm at industry events and support RFPs, RFIs, and data requests.
• Contribute to sales and marketing initiatives and maintain deep knowledge of trade execution services and strategies.
• Work independently while managing multiple priorities.

Requirements:

• 8+ years of experience in equity sales or related financial services sales.
• Proven ability to build and maintain strong relationships with clients and internal partners.
• Strong communicator with solid presentation, writing, and interpersonal skills.
• Highly organized, detail-oriented, and able to manage multiple priorities and tight deadlines.
• Self-starter who works well independently and thrives in a dynamic, team-oriented environment.
• Professional, positive, and motivated, with a strong commitment to results.
• Proficient in MS Excel, Word, PowerPoint, and CRM systems.
• Willingness to travel domestically up to 25 percent.
• SIE, Series 7, and Series 63 required upon hire.

Penserra is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, discharge from the military service or based on a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job for which they applied.