Equity Sales Associate

4 days ago


New York, New York, United States Wolfe Research Full time
Job Title: Equity Sales Assistant

Wolfe Research is seeking a highly motivated and detail-oriented Sales Assistant to join our NY-based Sales Team. As a Sales Assistant, you will play a critical role in supporting our Senior Sales Team in delivering exceptional client service and driving revenue growth.

Key Responsibilities:
  • Provide administrative support to the Senior Sales Team, including maintaining client CRM, extracting client resource utilization, and ensuring proper monetization.
  • Identify revenue-generating opportunities and assist in creating client presentations using Excel and PowerPoint.
  • Ensure the efficient distribution of research and provide organizational support for client and industry events.
  • Assist with client requests and needs, and participate in ad hoc group projects to improve sales team operations.
Requirements:
  • Bachelor's Degree from an accredited College/University with a strong academic track record.
  • Excellent organizational skills, attention to detail, and ability to work autonomously and collaboratively.
  • General interest in financial markets, with a familiarity of equity markets and the institutional equities marketplace.
What We Offer:

Wolfe Research is committed to equal pay for equal work and pay transparency. The compensation for this role is market competitive, with a base salary range of $60,000-$90,000. We offer an annual discretionary incentive bonus and competitive employee benefits, including medical, dental, and vision coverage, life, accident, and disability insurance, and paid time off packages.

We are an equal opportunity employer and welcome applications from diverse candidates. Wolfe Research is a mentoring shop dedicated to developing talent from within all levels of the firm. For more information, please visit our website at https://www.wolfe.com/.



  • New York, New York, United States RBC Capital Markets, LLC Full time

    Job SummaryRBC Capital Markets, LLC is seeking a highly skilled Equity Derivatives Sales Associate to join our team. As a key member of our sales team, you will be responsible for covering liquid products to US-based institutional clients, converting existing client relationships, and bringing new mature client relationships.Key ResponsibilitiesCoverage of...


  • New York, New York, United States RBC Capital Markets, LLC Full time

    Job SummaryRBC Capital Markets, LLC is seeking a highly skilled Equity Derivatives Sales Associate to join our team. As a key member of our sales team, you will be responsible for covering liquid products to US-based institutional clients, converting existing client relationships, and expanding our market share.Key ResponsibilitiesCoverage of US-based...


  • New York, New York, United States RBC Capital Markets, LLC Full time

    Job SummaryRBC Capital Markets, LLC is seeking a highly skilled Equity Derivatives Sales Associate to join our team. As a key member of our sales team, you will be responsible for covering liquid products to US-based institutional clients, converting existing client relationships, and bringing new mature client relationships to the desk.Key...


  • New York, New York, United States Spartan Research, Inc. Full time

    About the RoleWe are seeking a highly motivated and self-driven Associate to join our Institutional Equity Research Sales team at Spartan Research, Inc. As a key member of our team, you will be responsible for generating new business, building relationships with institutional investors, and presenting and selling equity research to drive growth and...


  • New York, New York, United States Wedbush Securities Full time

    Job DescriptionWedbush Securities is a leading securities firm and investment bank with a strong presence in the nation. Our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions provide innovative financial solutions to our clients.Our Equity Sales team is seeking an experienced Senior Equity Sales professional to...

  • Sales Associate

    1 month ago


    New Rochelle, New York, United States AutoNation Full time

    {"h1": "Sales Associate - Equity Mining", "p": "At AutoNation, we're committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We're seeking a highly motivated Sales Associate - Equity Mining to join our team. As a Sales Associate - Equity Mining, you will be responsible for driving incremental sales...


  • New York, New York, United States CIBC Full time

    About the RoleWe are seeking a highly skilled and experienced Event-Driven Sales professional to join our Global Markets team at CIBC. As a key member of our Equities business, you will be responsible for generating business and collaborating with our Equity Sales team, Equity Trading, Equity Derivatives, Prime Services, and Research team.Key...


  • New York, New York, United States Leerink Partners LLC Full time

    Job Title:Vice President/Associate of Equity Derivative SalesCorporate Title:Vice PresidentReports to:Managing Director, Head of Equity DerivativesDepartment:DerivativesLocation:New YorkSalary Range:$150,000 - $250,000We are seeking a skilled professional to join our fast-growing Equity Derivatives Team in New York. The role involves working closely with a...


  • New York, New York, United States CIBC Full time

    About the RoleWe're seeking a talented Equity Sales Specialist to join our Global Markets team. As a key member of our team, you will be responsible for generating business for CIBC's Equities business, collaborating with the broader Equity Sales team, Equity Trading, Equity Derivatives, Prime Services, and our Research team.Key ResponsibilitiesDrive...


  • New York, New York, United States CIBC Full time

    About the RoleWe are seeking a highly skilled and experienced Equity Sales Specialist to join our Global Markets team. As a key member of our team, you will be responsible for generating business for CIBC's Equities business, collaborating with the broader Equity Sales team, Equity Trading, Equity Derivatives, Prime Services, and our Research team.Key...


  • New York, New York, United States CIBC Full time

    About the RoleWe are seeking a highly skilled and experienced Equity Sales Specialist to join our Global Markets team at CIBC. As a key member of our team, you will be responsible for generating business for our Equities business and collaborating with our Equity Sales team, Equity Trading, Equity Derivatives, Prime Services, and Research team.Key...


  • New York, New York, United States Neuberger Berman Group LLC Full time

    Job SummaryNeuberger Berman Group LLC is seeking a highly skilled Private Equity Associate to join our team in New York City. As a key member of our Private Markets group, you will be responsible for building deep relationships with Japanese investors and providing exceptional service to our clients.ResponsibilitiesDevelop a thorough understanding of our...


  • New York, New York, United States Wolfe Research Full time

    Job Title: Equity Sales AssistantWolfe Research is seeking a highly motivated and organized Sales Assistant to join our NY-based Sales Teams. This role is an excellent opportunity for a strong candidate with a genuine interest in financial markets and a passion for sales.Key Responsibilities:Support Senior Sales Team in maintaining client relationships and...


  • New York, New York, United States Wolfe Research Full time

    Job Title: Equity Sales AssistantWe are seeking a highly motivated and organized Sales Assistant to join our NY-based Sales Team at Wolfe Research. As a Sales Assistant, you will play a critical role in supporting our Senior Sales Team and contributing to the success of our clients.Key Responsibilities:Support Senior Sales Team members in their daily...


  • New York, New York, United States Leerink Partners LLC Full time

    Job Title: Vice President/Associate of Equity Derivative SalesCorporate Title: Vice PresidentReports to: Managing Director, Head of Equity DerivativesDepartment: DerivativesLocation: New YorkSalary Range: $150,000 - $250,000We are seeking a highly skilled and experienced professional to join our Equity Derivatives Team based in New York. The successful...


  • New York, New York, United States Wolfe Research Full time

    Job Title: Equity Sales AssistantWolfe Research is seeking a highly motivated and detail-oriented Sales Assistant to join our NY-based Sales Team. As a Sales Assistant, you will play a critical role in supporting our Senior Sales Team and contributing to the success of our sales operations.Key Responsibilities:Provide administrative support to the Senior...


  • New York, New York, United States CIBC Bank Full time

    Job Title: Event Driven Equity Sales SpecialistWe are seeking a highly skilled Event Driven Equity Sales Specialist to join our team at CIBC Bank. As a key member of our Global Markets team, you will be responsible for generating business for our Equities business by collaborating with our Equity Sales team, Equity Trading, Equity Derivatives, Prime...


  • New York, New York, United States Wolfe Research Full time

    Job SummaryWe are seeking a highly motivated and organized Sales Assistant to join our NY-based Sales Team at Wolfe Research. The successful candidate will provide exceptional support to our Senior Sales Team, maintaining client relationships and identifying revenue-generating opportunities.Key Responsibilities:Support Senior Sales Team in maintaining client...


  • New York, New York, United States Leerink Partners LLC Full time

    Job Title:Vice President/Associate of Equity Derivative SalesCorporate Title:Vice PresidentReports to:Managing Director, Head of Equity DerivativesDepartment:DerivativesLocation:New YorkSalary Range:$150,000 - $250,000We are seeking a skilled professional to join our fast-growing Equity Derivatives Team in New York. The ideal candidate will work closely with...


  • New York, New York, United States D.A. Davidson Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Equity Research Associate to join our team at D.A. Davidson. As a key member of our research team, you will be responsible for supporting our Research Analysts in making bold calls and producing actionable research for our institutional clients.Key ResponsibilitiesConduct in-depth research...