Institutional Equity Research Sales Executive Director


: $118,575.00 - $118,575.00 /year *

Employment Type

: Full-Time


: Sales

William O Neil is currently seeking an Institutional Research Sales Executive to be based at our New York regional office. The ideal candidate will be an experienced and self-motivated institutional sales professional with a successful track record in meeting and exceeding expectations.


  • Sell the William O Neil domestic and international stock buy and sell recommendations, data research, and bespoke analytic tools to qualified institutional clients
  • Effectively present stock ideas, the O''Neil Methodology and our proprietary platform Panaray to clients and prospects
  • Prospect, qualify, and close new business within the top 500 institutional prospects (AUM)
  • Effectively contact and follow-up with all prospects and clients to ensure product/service satisfaction
  • Successfully meet and exceed quarterly and annual revenue quotas/goals
  • Achieve profitable revenue growth by capturing new business and expanding business within an existing client base
  • Establish and maintain professional relationships with Portfolio Managers and Research Analysts to identify new business opportunities
  • Work independently and effectively in an entrepreneurial environment comprised of highly intelligent, self-driven sales professionals
  • Maintain a high level of client satisfaction and retention, contributing to client s performance objectives and possessing an ethical and professional behavior


  • Minimum of 10 years sales experience in the equity markets or financial services industry
  • Active series 65/66 with no disclosures on U-4 (test could be taken as well)
  • Deep understanding and knowledge of equity investments and overall financial market
  • Ability to effectively articulate and explain financial services and strategies to a professional, institutional audience
  • Ability to travel 25% to 50% of the time
  • Ability to work with a CRM system, along with sales reporting
  • Excellent interpersonal skills with a history of successfully seeking, building and maintaining professional relationships
  • Self-motivated with a proven track record in meeting sales and profitability goals
  • Experience in working under pressure and meeting sales deadlines
  • Highest level of integrity, strong work ethic and team oriented
  • Solutions-driven sales approach with a customer-centric mindset
  • Entrepreneurial spirit and the ability to develop creative solutions to complex problems
  • Bachelor s degree in Business or related field
  • Master s degree, CFA or CMT a plus


  • Highly competitive base salary plus an aggressive commission payout
  • Excellent and competitive benefits package including: Medical, dental, vision, & life insurance
  • Flexible benefits account
  • 401(k)
  • Generous vacation accrual schedules sick time
  • Holidays

Working Conditions: While performing the duties of this job, the employee is regularly required to sit, stand and walk. This position is performed in a traditional office environment.

by Jobble

Associated topics: business, business analyst, commercial, credit, market, estate, financial, gs 0110 12, pricing, real estate * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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