Senior Institutional Equity Salesperson

Job Description

Senior Institutional Equity Salesperson | $300K+ Earning Potential | Fully Remote (U.S.)

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Coda Search | United States | Fully Remote

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We're proud to partner with a respected independent institutional research firm to identify a Senior Institutional Equity Salesperson. This opportunity is ideal for an experienced producer who has built strong institutional relationships and is looking for a platform with differentiated research, meaningful autonomy, and long-term growth.

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Location: Fully Remote (U.S.)

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Base Salary: Competitive, commensurate with experience

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Variable Compensation: Performance-based bonus and commission structure

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OTE: $300,000+ earning potential for successful producers

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Benefits: Comprehensive benefits package including health coverage, retirement offerings, and paid time off

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What's in it for you?

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• Established research platform: Join a firm recognized by institutional investors for delivering high-quality, differentiated investment research that helps clients navigate evolving markets.
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• Meaningful earning potential: Build on your existing relationships with a compensation structure designed to reward business development, client retention, and long-term growth.
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• Entrepreneurial environment: Enjoy the flexibility and autonomy of a lean organization where your contributions directly influence business success without unnecessary bureaucracy.
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• Collaborative culture: Work alongside experienced research professionals and sales colleagues who value intellectual curiosity, teamwork, and long-term client partnerships.
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• National reach: Engage with institutional investors across the country while working remotely and maintaining ownership of your territory and client relationships.
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A day in the life:

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• Develop institutional relationships: Expand and deepen relationships with portfolio managers, analysts, traders, and CIOs.
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• Promote differentiated research: Introduce clients to actionable macroeconomic, investment strategy, and equity research designed to generate investment ideas and support portfolio decisions.
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• Generate new business: Identify prospective institutional clients, cultivate opportunities, and grow wallet share across existing accounts.
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• Maintain client engagement: Conduct regular meetings, calls, and market discussions that reinforce the value of the firm's research and advisory capabilities.
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• Collaborate with research teams: Partner closely with analysts to communicate investment themes, market insights, and evolving client interests.
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• Monitor market developments: Stay informed on macroeconomic trends, geopolitical developments, and financial markets to facilitate informed conversations with clients.
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• Execute sales strategy: Develop territory plans, prioritize opportunities, and consistently achieve revenue objectives through disciplined business development.
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• Represent the firm professionally: Serve as a trusted advisor by delivering responsive service, thoughtful market perspectives, and a high standard of professionalism.
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Who are you?

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• Relationship builder: You have 5+ years of institutional equity sales experience and maintain productive relationships with active institutional investors.
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• Market focused: You possess a strong understanding of equity markets, macroeconomics, and the factors influencing institutional investment decisions.
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• Commercially driven: You've demonstrated consistent success growing revenue through consultative selling and long-term relationship management.
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• Strong communicator: You translate complex market ideas into clear, actionable conversations that resonate with sophisticated investment professionals.
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• Self-directed: You thrive in a remote environment, manage your own priorities effectively, and enjoy the accountability that comes with it.
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• Licensed professional: You maintain the appropriate FINRA registrations or have the ability to obtain them as required.
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Application & Contact Information

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To apply, please apply directly here on LinkedIn.

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Related Terms

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Institutional Equity Sales, Equity Sales, Institutional Sales, Investment Research, Sell Side Research, Equity Research, Capital Markets, Institutional Investors, Portfolio Management, Asset Management, Hedge Funds, Investment Banking, Wealth Management, Financial Markets, Business Development, Client Relationship Management, Equity Capital Markets, Investment Strategy, Macro Research, Financial Services