Senior Institutional Equity Sales
Location : San Francisco Bay Area, CA, Chicago, IL or New York, NY
Role Summary:
Our Client is a diversified financial services firm seeking an experienced Institutional Equity Salesperson to expand our global program trading and algorithmic execution business. This high-impact role is designed for a candidate who understands trading workflows and can confidently discuss execution strategy, market structure, and performance measurement. You will have direct responsibility for new business development and revenue growth.
Key Responsibilities:
- Develop and execute a strategy to originate and convert new institutional clients.
- Drive growth in global program trading and algorithmic execution, including non-U.S. markets.
- Engage clients on market structure, liquidity, execution venues, and trading strategy.
- Leverage Transaction Cost Analysis (TCA) to support performance discussions and strengthen client relationships.
- Manage and grow assigned accounts with a high level of responsiveness.
- Partner with trading and internal teams to deliver coordinated client coverage.
- Support RFPs, due diligence, and industry engagement.
Requirements:
- Bachelor's Degree - Required
- 8+ years of institutional equity sales experience.
- Proven experience selling trading services in non-U.S. markets.
- Strong knowledge of market structure, execution venues, and algorithmic strategies.
- Comfortable analyzing and discussing TCA and execution benchmarking.
- Demonstrated success sourcing and closing new institutional relationships.
- Clear communicator with strong organizational skills and drive.
- Proficient in MS Office and CRM systems.
- SIE, Series 7, and Series 63 required upon hire.
- Willing to travel up to 25 percent.
Nice to Haves:
- Experience with CRM systems like Zoho.
- Established relationships with clients from previous roles.
- An energetic and enthusiastic personality with a strong drive and "fire in the belly" for sales.
Why Join Us? You will have a direct impact on revenue growth, collaborate with an experienced global trading team, and have the opportunity to build and expand a meaningful institutional franchise.