Senior Institutional Equity Sales Executive

B. Riley Securities; Arlington (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

B. Riley Securities is seeking a full-time Institutional Equity Salesperson to maintain knowledge of research and services and to engage directly with institutional investors.

You will facilitate meetings, calls, and delivery of research while building business relationships and striving to exceed revenue targets. The role requires strong communication, market understanding, and the ability to multi-task under pressure in a fast-paced environment.

Qualifications

• 6+ years of experience in financial services or institutional sales.
• Series 7 and 63 licenses required.
• Proven ability to cultivate client relationships and drive revenue.
• Strong communication, negotiation and analytical skills.
• Ability to multitask and perform under pressure.

Responsibilities

• Build and nurture relationships with institutional investors to drive sales of securities.
• Develop insights into clients’ investment styles to provide tailored solutions.
• Collaborate with the Trading Desk to resolve issues and ensure seamless client experiences.
• Achieve and exceed revenue targets through proactive client engagement.
• Stay informed on market trends and competitor activities to identify opportunities.
• Communicate investment ideas effectively to clients and sales teams.
• Train and mentor junior staff and contribute to hiring processes.
• Ensure compliance with firm policies and high standards of client service.

Skills

Institutional sales

Client relationship management

Negotiation

Communication skills

Multitasking under pressure

Mentoring juniors

Tools

Financial software systems

Job description

B. Riley Securities is seeking a full-time Institutional Equity Salesperson to maintain knowledge of research and services and to engage directly with institutional investors.

You will facilitate meetings, calls, and delivery of research while building business relationships and striving to exceed revenue targets. The role requires strong communication, market understanding, and the ability to multi-task under pressure in a fast-paced environment.