Vice President, Equity Research, Wealth Management Solutions

Jobtailor; Minnesota; On-site; USD 150,000 - 190,000; Full time

Job summary

Jobtailor in Minnesota, United States, seeks a seasoned equity research leader to oversee a high-performing team and set research methodologies. You will direct the coverage strategy, collaborate with portfolio managers, and drive quality controls across all research outputs.

The role requires a track record of building and scaling research teams, with strong communication skills to prepare market commentary and investor communications for advisors and clients.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or related field
• MBA or CFA designation preferred
• Series 86/87, 65, 66 licensing or ability to obtain within timeframe
• 12+ years of equity research experience
• 5+ years leading research analysts or investment professionals
• Experience in asset management or related environments
• Strong governance and scalability experience
• Exceptional written and verbal communication skills

Responsibilities

• Lead, coach, and develop the equity research team
• Define and oversee research methodologies, standards, and quality controls
• Direct equity coverage strategy
• Partner with portfolio managers and cross-functional stakeholders
• Lead recruiting, onboarding, and talent pipeline efforts
• Oversee advisor-facing research content, market commentary, webinars, and investment communications

Skills

Equity research

Fundamental analysis

Financial modeling

Valuation

Investment thesis development

Team leadership

Communication

Education

Bachelor's degree in Finance/Economics/Accounting/Business

MBA or CFA designation preferred

Tools

Series 86/87

Series 65

Series 66

Job description

• Lead, coach, and develop the equity research team


• Define and oversee research methodologies, standards, and quality controls


• Direct equity coverage strategy


• Partner closely with portfolio managers and cross-functional stakeholders


• Lead recruiting, onboarding, and talent pipeline efforts


• Oversee advisor-facing research content, market commentary, webinars, and investment communications

Requirements

• 12+ years of equity research experience


• Expertise in fundamental analysis, financial modeling, valuation, and investment thesis development


• 5+ years leading research analysts or investment professionals


• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field


• Master of Business Administration, Chartered Financial Analyst designation, or advanced degree preferred


• Series 86/87, 65, 66, or other applicable licensing/registration, or ability to obtain required licenses within an established timeframe


• Experience within asset management, investment advisory, separately managed account, institutional investment, or equity research environments


• Strong ability to scale research processes and establish governance standards


• Exceptional written and verbal communication skills

Core Competencies

Demonstrates extensive expertise in equity research, including fundamental analysis, financial modeling, and valuation, while leading and developing high-performing research teams. Proven ability to establish research methodologies and governance standards, alongside exceptional communication skills for advisor-facing content.

Highest-signal resume keywords

• Equity Research Experience


• Fundamental Analysis


• Financial Modeling


• Team Leadership


• Chartered Financial Analyst

ATS Optimization Keywords

Hard Skills

• Valuation


• Investment Thesis Development


• Research Methodologies


• Quality Control


• Market Commentary

Soft Skills

• Coaching


• Communication

Certifications & Qualifications

• Master of Business Administration


• Chartered Financial Analyst


• Series 86/87


• Series 65


• Series 66

Industry Keywords

• Asset Management


• Investment Advisory


• Institutional Investment


• Equity Research

Tools & Technologies

• Investment Communications


• Webinars