Job Description:We are looking for individuals with diverse backgrounds-including experience in commodities, private credit, venture capital, and wealth management-as we expand our institutional sales efforts. We need more talented sales professionals to help drive this growth.
In this senior role, you will engage with leading institutional investors-including hedge funds, family offices, and asset managers-across asset classes and investment strategies within both public and private markets. This opportunity is ideal for a strategic, entrepreneurial sales professional with strong client relationships, a sophisticated understanding of financial markets and policy, and a consistent track record of exceeding revenue targets in a consultative sales environment.
Key Responsibilities- Develop and execute a strategic business development plan to expand Capstone's client base among top-tier institutional investors across sectors and asset classes (energy/renewables, healthcare, TMT, financial & business services, consumer, aerospace & defense, industrials, etc.)
- Cultivate and manage long-term client relationships, leveraging your network and expertise to drive consistent revenue growth
- Represent Capstone's research and insights to portfolio managers and senior investment professionals, clearly articulating our differentiated policy perspectives and market implications
- Collaborate closely with research and events teams to align client needs with firm capabilities and coverage areas
- Serve as a trusted advisor to clients by anticipating their informational needs and offering tailored research solutions
- Maintain disciplined pipeline management, accurate forecasting, and CRM best practices
- Provide strategic guidance and support leadership efforts, acting as a point of escalation for key client and team matters
Qualifications- 4-6 years of institutional sales or business development experience, within commodities, private credit, VC and wealth/
- Proven ability to develop and convert high-value relationships with hedge funds, family offices, and asset managers
- Deep understanding of market dynamics, investment strategies, and the intersection of public policy and capital markets
- Demonstrated success managing complex sales cycles and engaging senior decision-makers
- Excellent communication, presentation, and interpersonal skills
- Experience mentoring junior team members or contributing to sales strategy is a plus
- Series 7 and 63 licenses strongly preferred; CFA designation a plus
Requirements- Bachelor's degree required; advanced degrees or certifications (MBA, CFA, etc.) are a plus
- Strong academic track record
- Existing relationships with institutional investors across multiple channels (equities, fixed income, commodities, etc.)
- Legally authorized to work in the U.S. without current or future visa sponsorship
Compensation & BenefitsCapstone offers a competitive benefits package, including health, vision, and dental insurance, paid vacation, travel stipend, and a 401(k) plan. The expected compensation for this role is $130,000-$170,000 per annum, with uncapped earning potential.
This position is based in our Washington, D.C. office. Capstone operates in person Monday through Thursday, with flexible work-from-home Fridays.
