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Job description
Equity Research Sales, Executive Director
Date Posted: Aug 21, 2025
Company: William O'Neil + Co. Incorporated
Title: Equity Research Sales, Executive Director
About Us
William O’Neil + Co. Incorporated (WON) is an independent advisory firm providing U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Co.’s recommendations draw from a rich history of more than 55 years of equity research experience using the O’Neil Methodology, a unique combination of fundamental and technical analysis proven over the past half-century to identify outperformers in the stock market. William O’Neil + Co. developers and analysts conceptualize, model, and integrate unique quantitative research discoveries into William O’Neil + Co.’s historic database and PANARAY research platform. William O’Neil + Co. is regulated by the Securities and Exchange Commission, The Financial Conduct Authority, and the State of California.
Summary
Sell the William O’Neil domestic and international stock buy and sell recommendations, data research, and bespoke analytic tools to qualified institutional clients.
Duties And Responsibilities
Effectively present stock ideas, the O'Neil Methodology and our proprietary platform Panaray to clients and prospects
Prospect, qualify, and close new business within the top 500 institutional prospects (AUM)
Effectively contact and follow-up with all prospects and clients to ensure product/service satisfaction
Successfully meet and exceed quarterly and annual revenue quotas/goals
Achieve profitable revenue growth by capturing new business and expanding business within an existing client base
Establish and maintain professional relationships with Portfolio Managers and Research Analysts to identify new business opportunities
Other dutes as determined by management
Qualifications & Requirements
Minimum of 10-15 years’ sales experience in the equity markets or financial services industry
Active series 65/66 with no disclosures on U-4 (test could be taken as well)
Deep understanding and knowledge of equity investments and overall financial market
Ability to travel 25% to 50% of the time
Ability to effectively articulate and explain financial services and strategies to a professional, institutional audience
Ability to work with a CRM system, along with sales reporting
Ability to develop creative solutions to complex problems
Bachelor’s degree in Business or related field
Master’s degree, CFA or CMT a plus
Perform all work and activites with honesty and integrity
Take personal responsibility for productivity, quality and timeliness of work of self and team
Effectively communicate (and listen) clearly, professionally, politely and persuasively in all situations; respond well and in a reasonable, timely manner
Challenge conventional practices in a collaborative fashion and use creativity and information to lead, innovate, problem solve, and implement ideas to contribute to the growth of the organization
Collaborate with co-workers to achieve common goals
Salary Range
This Is a Salary And Commission Position
Base Salary for this position is $175,000-$200,000 per year + commission
Working Conditions
Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.
Equal Opportunity Employer
William O'Neil + Co. Incorporated is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Locations
Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland
Seniority level
Executive
Employment type
Full-time
Job function
Sales and Business Development
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.