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Institutional Equity Research Sales Jobs (NOW HIRING)

Specific activities may change from time to time. 1. Creating and publishing proprietary equity ... sales, and trading to help leverage the analyst's research product into the institutional client ...

Specific activities may change from time to time. 1. Creating and publishing proprietary equity ... sales, and trading to help leverage the analyst's research product into the institutional client ...

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Institutional Equity Research Sales information

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$149.5K

$162.5K

$174K

How much do institutional equity research sales jobs pay per year?

As of Aug 9, 2026, the average yearly pay for institutional equity research sales in the United States is $162,500.00, according to ZipRecruiter salary data. Most workers in this role earn between $156,000.00 and $169,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an institutional equity research sales professional?

To thrive as an Institutional Equity Research Sales professional, you need a deep understanding of financial markets, equity products, and investment strategies, typically supported by a finance or business degree. Familiarity with Bloomberg Terminal, financial modeling software, CRM systems, and relevant certifications like the Series 7 and 63 is highly valuable. Outstanding interpersonal skills, persuasive communication, and strong client relationship management are crucial for building and maintaining institutional client trust. These skills enable professionals to effectively deliver actionable research insights and drive revenue growth in a competitive environment.

How does an institutional equity research sales professional typically collaborate with research analysts and clients?

As an Institutional Equity Research Sales professional, you serve as a vital link between research analysts and institutional clients. You’ll regularly communicate with research teams to understand key findings and market insights, then distill and present this information to clients such as asset managers and hedge funds. Building strong relationships and tailoring research to meet client investment strategies are core responsibilities. Success in this role depends on proactive communication, deep market knowledge, and the ability to match client needs with relevant research.

What is institutional equity research sales?

Institutional equity research sales is a specialized role within investment banks and brokerage firms that focuses on selling research insights, investment ideas, and market analysis to institutional clients such as mutual funds, pension funds, and hedge funds. Professionals in this position act as a bridge between research analysts and clients, helping translate research findings into actionable investment strategies. Their responsibilities also include maintaining client relationships, understanding client investment needs, and staying informed about market trends. This role requires strong communication skills, a deep understanding of financial markets, and the ability to interpret complex research reports.

What is the difference between Institutional Equity Research Sales vs Equity Research Analyst?

AspectInstitutional Equity Research SalesEquity Research Analyst
Primary RoleBuild client relationships and sell research productsConducts company analysis and produces research reports
Required SkillsSales, communication, client managementFinancial analysis, valuation, industry expertise
Work EnvironmentClient-facing, sales-drivenResearch department, analytical focus
CredentialsFinance background, possibly certifications like CFAFinance degree, CFA often preferred

Institutional Equity Research Sales focuses on client relationships and selling research insights, while Equity Research Analysts analyze companies and produce detailed reports. Both roles require finance knowledge and often similar credentials, but their daily activities and interactions differ significantly.

More about Institutional Equity Research Sales jobs
What cities are hiring for Institutional Equity Research Sales jobs? Cities with the most Institutional Equity Research Sales job openings:
Infographic showing various Institutional Equity Research Sales job openings in the United States as of August 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 82% Physical, 1% Hybrid, and 17% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.

Equity Research Sales Director for Institutional Clients (San Francisco)

O'Neil Digital Solutions, LLC

San Francisco, CA • On-site

$175K - $200K/yr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.


O'Neil Digital Solutions rating

7.0

Company rating: 7.0 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

150th of 223 rated it services


Job description

A leading equity research firm in San Francisco is seeking an Executive Director for Equity Research Sales. You will sell domestic and international stock recommendations to institutional clients, presenting ideas and building new business. The ideal candidate has 10-15 years of sales experience and a deep knowledge of equity investments. The compensation includes a base salary of $175,000-$200,000 plus commission, within a supportive office setting.
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