VP, Institutional Sales – Capital Markets & Policy

Capstone; New York (NY); On-site; USD 125,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

Paid vacation

Travel stipend

401(k)

Job summary

Capstone is seeking a seasoned Vice President, Institutional Sales for our New York office. In this senior role, you will report directly to the Head of Institutional Sales and engage with leading institutional investors—hedge funds, family offices, and asset managers—across asset classes and investment strategies within public and private markets.

This position rewards a strategic, entrepreneurial sales professional with a deep understanding of financial markets and policy, and a proven track

Qualifications

• Bachelor's degree required; advanced degree or relevant certifications a plus (MBA, CFA, etc.).
• 3+ years of institutional sales or business development experience in capital markets or financial services.
• Proven ability to develop high-value relationships with hedge funds, family offices, and asset managers.
• Deep understanding of market dynamics, investment strategies, and policy impacts on capital markets.

Responsibilities

• Develop and execute a strategic business development plan to expand Capstone's client base among top institutional investors across sectors and asset classes.
• Cultivate, manage, and grow long-term client relationships to drive revenue growth.
• Represent Capstone's research and insights to portfolio managers and senior investment professionals.
• Collaborate with research and events teams to align client interests with Capstone's capabilities.
• Act as a trusted advisor by anticipating informational needs and offering tailored research solutions.
• Maintain disciplined pipeline management, accurate forecasting, and CRM hygiene.
• Support leadership, provide strategic guidance, and escalate key client or team matters.

Skills

Institutional sales

Relationship management

Market dynamics understanding

Sales cycle navigation

Communication skills

Mentoring teammates

Series 7 & 63 licenses

CFA designation

Education

Bachelor's degree

MBA or CFA

Job description

Capstone is seeking a seasoned Vice President, Institutional Sales for our New York office. In this senior role, you will report directly to the Head of Institutional Sales and engage with leading institutional investors—hedge funds, family offices, and asset managers—across asset classes and investment strategies within public and private markets.

This position rewards a strategic, entrepreneurial sales professional with a deep understanding of financial markets and policy, and a proven track