Equity Research Sales, Executive Director

William O'Neil + Co. Incorporated

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Base: $175,000-$200,000 py; bonus/equity: commissi...
On-site
10-15 years sales experience in equity markets
Active series 65/66 license with no disclosures
Deep understanding of equity investments and financial markets
William O’Neil + Co. Incorporated is seeking an Executive Director for Equity Research Sales to sell their proprietary stock recommendations and analytics to institutional clients. The ideal candidate should possess extensive experience in equity markets, strong sales skills, and a deep understanding of financial strategies

Job Summary

  • The role involves selling William O'Neil domestic and international stock buy and sell recommendations along with bespoke analytic tools to qualified institutional clients.
  • Candidates must prospect, qualify, and close new business within the top 500 institutional prospects while meeting quarterly and annual revenue quotas.
  • The position requires establishing professional relationships with Portfolio Managers and Research Analysts to identify new business opportunities.

Matching Summary

Match Score: 85

William O’Neil + Co. Incorporated is seeking an Executive Director for Equity Research Sales to sell their proprietary stock recommendations and analytics to institutional clients. The ideal candidate should possess extensive experience in equity markets, strong sales skills, and a deep understanding of financial strategies.

Salary

Base: $175,000-$200,000 per year; Bonus/Equity: Commission included; Benefits: Not specified

Skills & Requirements

Must-have

  • 10-15 years sales experience in equity markets
  • Active Series 65/66 license with no disclosures
  • Deep understanding of equity investments and financial markets

Nice-to-have

  • Bachelor's degree in Business or related field
  • Master's degree, CFA or CMT certification
  • Ability to travel 25% to 50% of the time

Key Requirements

  • Minimum 10-15 years sales experience
  • Active Series 65/66 license required
  • Bachelor's degree preferred

Work Rights

Not specified

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