Equity Research Sales, Executive Director
- Compensation
- Not disclosed
- Location
- San Francisco, US
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- 10+ years
- Category
- Sales
- Posted
Must have
- Minimum of 10-15 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 travel 25% to 50% of the time
- Ability to effectively articulate and explain financial services and strategies to a professional, institutional audience
- Ability to work with a CRM system, along with sales reporting
- Ability to develop creative solutions to complex problems
- Bachelor’s degree in Business or related field
- Master’s degree, CFA or CMT a plus
- Perform all work and activites with honesty and integrity
- Take personal responsibility for productivity, quality and timeliness of work of self and team
- Effectively communicate (and listen) clearly, professionally, politely and persuasively in all situations; respond well and in a reasonable, timely manner
- Challenge conventional practices in a collaborative fashion and use creativity and information to lead, innovate, problem solve, and implement ideas to contribute to the growth of the organization
- Collaborate with co-workers to achieve common goals
Full description
About Us
William O’Neil + Co. Incorporated (WON) is an independent advisory firm providing U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Co.’s recommendations draw from a rich history of more than 55 years of equity research experience using the O’Neil Methodology, a unique combination of fundamental and technical analysis proven over the past half-century to identify outperformers in the stock market. William O’Neil + Co. developers and analysts conceptualize, model, and integrate unique quantitative research discoveries into William O’Neil + Co.’s historic database and PANARAY® research platform. William O’Neil + Co. is regulated by the Securities and Exchange Commission, The Financial Conduct Authority, and the State of California.
Summary
Sell the William O’Neil domestic and international stock buy and sell recommendations, data research, and bespoke analytic tools to qualified institutional clients.
Duties and Responsibilities
- 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
- Other dutes as determined by management
Qualifications & Requirements
- Minimum of 10-15 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 travel 25% to 50% of the time
- Ability to effectively articulate and explain financial services and strategies to a professional, institutional audience
- Ability to work with a CRM system, along with sales reporting
- Ability to develop creative solutions to complex problems
- Bachelor’s degree in Business or related field
- Master’s degree, CFA or CMT a plus
- Perform all work and activites with honesty and integrity