Job Posting Title Director - Institutional Equity Sales (West Coast)
$100,000 per year
Apply (opens in a new tab)Job Posting Title Director - Institutional Equity Sales (West Coast)
Posted yesterday
SENIORITY
Manager
SALARY
$100,000 per year
About the role
- Develop, manage, and expand relationships with institutional clients, including asset managers, hedge funds, and other professional investors across the West Coast
- Deliver timely equity research, market insights, and actionable investment ideas to clients
- Serve as the primary point of contact between institutional clients and the firm's research analysts
- Originate new client relationships and grow revenue across the equity research sales franchise
- Promote the firm's research product, analyst coverage, and corporate access offerings
- Partner with research analysts and trading desks to deliver a seamless, high-quality client experience
- Monitor market developments, sector trends, and client needs to proactively identify opportunities
- Represent the firm at client meetings, conferences, and industry events
- Collaborate across Sales, Trading, Research, and other internal teams to support client objectives
- Maintain compliance with all relevant regulatory and internal policies
- Perform additional duties and responsibilities as assigned by management
- 7+ years of equity sales experience
- Bachelor's degree
- Strong network of institutional investor relationships
- Deep understanding of equity markets, research products, and the investment decision-making process
- Demonstrated ability to originate new business and grow client revenue
- Excellent communication, presentation, and relationship-management skills
- Ability to translate complex research into clear, actionable investment ideas
- Collaborative mindset with the ability to work across research, trading, and sales teams
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
