10-15 years of sales experience in equity markets or financial services
Active series 65/66 license with no disclosures
In-depth knowledge of equity investments and financial markets
Willingness to travel 25-50% of the time
Bachelor's degree in Business or related field, with Master's, CFA, or CMT preferred
Proficient with CRM systems and sales reporting
Strong problem-solving and creative thinking abilities
Responsibilities
Present stock recommendations and proprietary platforms to clients
Identify and close new business within top institutional prospects
Follow up with clients to ensure satisfaction with services
Meet and exceed revenue quotas and goals
Grow revenue by capturing new business and expanding current accounts
Build relationships with Portfolio Managers and Research Analysts
Perform additional duties as required by management
Benefits
Commission-focused compensation structure
Base salary range of $175,000 - $200,000 per year
Opportunity to work with a leading advisory firm in equity research
Access to proprietary research tools and methodologies
Collaborative work environment focused on innovation and growth
Full Job Description
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
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
Working Conditions
Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.
Salary Range
This role is commission focused and includes a base salary of $175,000 - $200,000 per year.
