Senior U.S. Equity Sales Director

BMO Harris Bank; Boston (MA); On-site; USD 260,000 - 300,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Capital Markets in Boston is seeking a Director, U.S. Equity Sales to lead relationships with hedge funds and institutional investors. The role focuses on delivering investment ideas, market intelligence, corporate access, and execution capabilities within the U.S. equity franchise.

The candidate will collaborate with Research, Sales Trading, and other teams to drive revenue growth, maintain CRM insights, and ensure regulatory compliance across all client interactions.

Qualifications

• Typically 7+ years of relevant experience in institutional equity sales or related capital markets role.
• Established relationships with U.S.-based hedge funds and mutual funds.
• Ability to generate revenue and grow institutional client relationships.
• Strong knowledge of U.S. equity markets, investment strategies, market structure, and institutional research and execution.
• Excellent communication, presentation, organizational, and relationship-management skills.

Responsibilities

• Develop and expand relationships with hedge funds, mutual funds, and other institutional investors.
• Generate revenue by distributing U.S. equity research, investment ideas, market intelligence, corporate access, and execution capabilities.
• Deliver timely, relevant, and actionable content aligned with each client's investment strategy and portfolio priorities.
• Maintain understanding of client investment processes, sector interests, and service requirements.
• Coordinate across Research, Sales Trading, Electronic Trading, Derivatives, Prime Brokerage, Corporate Access, and Equity Capital Markets to deliver integrated client solutions.
• Develop account plans, establish revenue objectives, grow wallet share, and identify new client opportunities.
• Provide feedback on investor sentiment, positioning, and client activity to internal stakeholders.

Skills

Relationship management

Revenue generation

U.S. equity markets knowledge

Communication & presentation

Regulatory & compliance awareness

Education

Post-secondary degree

Tools

FINRA registrations

Job description

BMO Capital Markets in Boston is seeking a Director, U.S. Equity Sales to lead relationships with hedge funds and institutional investors. The role focuses on delivering investment ideas, market intelligence, corporate access, and execution capabilities within the U.S. equity franchise.

The candidate will collaborate with Research, Sales Trading, and other teams to drive revenue growth, maintain CRM insights, and ensure regulatory compliance across all client interactions.