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Institutional Equity Research Sales Jobs (NOW HIRING)

StoneX

Senior Vice President - Equity Sales

Manhattan, NY · On-site

$100K - $120K/yr

Our Institutional Equity division is seeking experienced sales people to partner with hedge funds and asset managers and provide our differentiated research content, corporate access and capital ...

CFA Institute

Equity Research Analyst

Milwaukee, WI · On-site

$65 - $95/hr

Baird's Equity Capital Markets group includes more than 500 professionals in research, institutional sales and trading, and investment banking. Baird delivers high-quality, objective research in the ...

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Baird

Equity Research Analyst

Milwaukee, WI · On-site

Baird's Equity Capital Markets group includes more than 500 professionals in research, institutional sales and trading, and investment banking. Baird delivers high-quality, objective research in the ...

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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 Sep 4, 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 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.

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 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.

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.

What do you do in institutional equity research sales?

Institutional equity research sales professionals act as intermediaries between equity research analysts and institutional investors, such as asset managers and hedge funds. They communicate research insights, provide market updates, and help clients make informed investment decisions, often using financial tools and data analysis. Strong communication skills and industry knowledge are essential for success in this role.
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The top searched job categories for Institutional Equity Research Sales jobs are:

Institutional Equity Research Sales jobs near you
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 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.

Head of Corporate Access - Institutional Group

StoneX

Manhattan, NY • On-site

$160 - $180/hr

Full-time

Re-posted 19 days ago

Job description

Connecting clients to markets – and talent to opportunity. 
 
With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. 
 
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth. 

Business Segment Overview -  Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.  

Position Purpose: The Global Head of Corporate Access will work closely with Institutional Equity Research, Sales & Trading, and Investment Banking to deliver global investormarketing opportunities for corporate clients. At Benchmark/StoneX, Corporate Access is facilitated through NonDeal Roadshows, conferences, 1x1 and group meetings, industryspecific events, site visits, and conference calls.


The Global Head of Corporate Access is responsible for the strategic planning, execution, and optimization of corporate access activities across Equity Research, Sales & Trading, and Investment Banking. This role ensures highquality engagement between issuers and institutional investors while driving operational excellence, datadriven insights, and crossfunctional coordination across the platform.

Partnering closely with the Director of Research, the role aligns regional and sectorspecific corporate access strategies with research and marketing priorities, while upholding the highest standards of professionalism, confidentiality, and regulatory compliance.

Key responsibilities include:

  • Leading the planning, coordination, and delivery of corporate access events, including roadshows, conferences, calls, and bespoke meetings.
  • Overseeing internal and external communication workflows to ensure seamless intake, promotion, and execution of events.
  • Serving as a strategic point of contact for corporate clients, complementing Research Analyst relationships.
  • Collaborating with Events, Sales, Research, and Investment Banking teams to deliver a consistent and highquality client experience.
  • Supporting investment banking initiatives through preparation of client materials and transactionrelated presentations.
  • Tracking, analyzing, and reporting on client engagement across sales, research, and banking to assess effectiveness and inform coverage strategy.
  • Providing actionable, datadriven insights to support account reviews and relationship management.
  • Managing databases, distribution lists, and reporting tools while driving process improvements and operational efficiencies.
  • This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary. 

  • U.S. undergraduate degree required
  • 4–6 years of relevant experience in corporate access, financial services, or a related field
  • Strong working knowledge of MeetMax and Microsoft Office (Excel, PowerPoint, Word)
  • Highly organized with strong attention to detail and operational rigor
  • Proven ability to manage multiple projects and priorities in a fastpaced environment
  • Excellent verbal and written communication skills

Base Salary Range $160.000-$180.000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.) Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan. This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered. 

Notice to Recruitment Agencies:   

Please be advised that any résumé or CV submitted to us without: (i) prior onboarding with StoneX as an approved recruitment partner; and (ii) prior written authorization/instruction from StoneX’s Talent Acquisition Team, will be treated as an unsolicited and unapproved submission. We may, at our discretion, review and consider such candidates; however, no placement fee, referral fee, or any other form of compensation will be payable to the submitting agency if the candidate is subsequently hired, and regardless of the agency’s involvement. Submission of a résumé/CV in these circumstances will be deemed acceptance of these terms, and these terms supersede any the agency seeks to impose on StoneX. 

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