Osaic · 2 months ago
VP Institutional Equity Sales
New York
Full-time
Onsite
Mid, Senior Level
5+ years expOsaic is seeking a Vice President, Institutional Equity Sales. The chosen candidate will become a key member of Ladenburg’s Institutional Sales team, responsible for identifying and qualifying institutional investors to market the firm’s equity transactions.
Business DevelopmentFinancial ServicesWealth Management
Responsibilities
Identifying and qualifying institutional investors (mutual funds, hedge funds, pension funds, family offices) to market firm’s equity transactions
Offer corporate access to investors
Booking roadshows
Ability to effectively communicate with clients and client prospects on equity markets and firm research
Required to comply with applicable regulation, conduct rules, internal policies and procedures
Other duties as assigned
Qualification
Required
Willingness to spend time traveling and socializing with clients
IT skills, including all standard Office applications
Strong communication skills, ability to foster relationships
Demonstrated ability to perform under pressure in a fast-paced environment
Minimum of 5 Years of Institutional Sales experience
Series 7, 63 licensed
Preferred
Bachelor's degree preferred or equivalent experience
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
Investment News
2026-01-22
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