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Capstone · 20 hours ago

Vice President, Institutional Sales

New York, NY

Full-time

Hybrid

Mid Level

$125K/yr - $170K/yr

3+ years exp

Capstone is a global policy research and consulting firm, and they are seeking a seasoned Vice President of Institutional Sales for their New York office. In this senior role, the candidate will engage with leading institutional investors and develop strategic business plans to expand the client base while managing long-term relationships and providing tailored research solutions.

AdviceProfessional Services

Work & Life Balance

No H1B

Responsibilities

Develop and execute a strategic business development plan to expand Capstone’s client base among top-tier institutional investors across sectors and asset classes (energy/renewables, healthcare, TMT, financial & business services, consumer, aerospace & defense, industrials, etc.)

Cultivate, manage, and grow long-term client relationships, leveraging your industry network and expertise to drive consistent revenue growth

Represent Capstone’s research and insights to portfolio managers & senior investment professionals, articulating differentiated policy perspectives and market implications

Partner closely with research and events teams to align client interests with the firm’s capabilities and coverage areas

Serve as a thought partner and trusted advisor to clients by anticipating their informational needs and offering tailored research solutions

Maintain disciplined pipeline management, accurate forecasting, and CRM hygiene

Support leadership efforts, provide strategic guidance, and act as a point of escalation for key client and team matters

Qualification

Institutional sales experienceClient relationship managementMarket dynamics understandingSales strategy developmentCFA designationCRM managementCommunication skillsPresentation skillsInterpersonal skillsMentoring experience

Required

+ 3 years of institutional sales or business development experience, ideally within traditional sales & trading, capital markets, investment research, or financial services

A demonstrable history of developing and converting high-value relationships with hedge funds, family offices, and asset managers

Deep understanding of market dynamics, investment strategies, and the intersection of public policy and capital markets

Proven ability to navigate complex sales cycles and drive strategic engagements with C-level or senior investment decision-makers

Exceptional communication, presentation, and interpersonal skills

Bachelor's degree required; advanced degree or relevant certifications a plus (MBA, CFA, etc.)

High academic achievement

Existing relationships with institutional investors across multiple channels (equities, fixed income, commodities, etc.)

Legally authorized to work in the U.S. without current or future visa sponsorship