Coda Search│Staffing · 1 week ago
Vice President Institutional Equity Sales
United States
Full-time
Remote
Senior Level
7+ years expCoda Search│Staffing is representing an independent equity research platform in search of a VP of Equity Sales. This role focuses on managing client relationships and driving new business development within institutional equity sales.
ConsultingRecruitingStaffing Agency
Responsibilities
Build, nurture, and grow strong relationships with institutional investors, traders, and portfolio managers
Work closely with Analysts and Strategists to deliver insights and perspectives that go beyond the balance sheet
Develop a nuanced understanding of client needs, maintaining a proactive approach to portfolio construction
In addition to inheriting an existing book, this person will be incentivized to prospect, network, and perform outbound tasks within new logos and existing accounts
Qualification
Required
7-15+ years of experience in institutional equity sales, with an established book of business
Strong understanding of equity markets, trading strategies, and the competitive landscape of investment management
Excellent verbal and written communication skills. Ability to concisely communicate complex financial concepts with poise
A strong client-centric mindset with a sales methodology designed to win new business and expand existing relationships
A degree in Finance, Economics, or a related field
Ability to collaborate effectively with research teams and operate in a collegial sales environment
Preferred
CFA/CPA designation is a plus
Company
Coda Search│Staffing
At Coda, we believe the best way to serve our clients is through an inclusive and personalized approach. We’re not order-takers, we’re consultants.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Linh Nguyen
Chief Operating Officer
Recent News
2025-08-13
Company data provided by crunchbase