Equity Research Sales, Executive Director

Data Analysis - San Francisco, CA

Full-time - Senior

San Francisco, CA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The position involves selling William O'Neil's domestic and international stock buy and sell recommendations, data research, and bespoke analytic tools to qualified institutional clients. The role requires effective communication of the O'Neil Methodology and the proprietary PANARAY® research platform to clients and prospects, while also focusing on business development and maintaining client relationships.

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 duties as determined by management

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 activities 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

Nice-to-haves

• Master's degree, CFA or CMT