Vice President, Institutional Sales

Job description

Job Description

We are looking for individuals with diverse backgrounds—including experience in commodities, private credit, venture capital, and wealth management—as we expand our institutional sales efforts. We need more talented sales professionals to help drive this growth. In this senior role, you will engage with leading institutional investors—including hedge funds, family offices, and asset managers—across asset classes and investment strategies within both public and private markets. This opportunity is ideal for a strategic, entrepreneurial sales professional with strong client relationships, a sophisticated understanding of financial markets and policy, and a consistent track record of exceeding revenue targets in a consultative sales environment.

About Capstone

Capstone is a global policy research and consulting firm with offices in Washington, D.C., Houston, London, and Mumbai. We help clients anticipate policy shifts, assess their financial impact, and develop revenue-driving strategies. Our success depends on attracting and retaining top-tier talent. We offer an environment that fosters both professional and personal growth, enabling our employees to reach their fullest potential.

Capstone is a global strategy firm helping corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. With offices in Washington DC, New York City, Houston, London, Paris, Brussels and Mumbai, our work explores how policy affects companies, industries, and investments in the financial services, healthcare, energy, and technology, media, and telecommunications sectors. We work with a diverse group of corporate and investor clients producing actionable investment research based on our deep-dive analysis of public policy.

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

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

Collaborate closely with research and events teams to align client needs with firm capabilities and coverage areas

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

Maintain disciplined pipeline management, accurate forecasting, and CRM best practices

Provide strategic guidance and support leadership efforts, acting as a point of escalation for key client and team matters

Qualifications

4–6 years of institutional sales or business development experience, within commodities, private credit, VC and wealth/

Proven ability to develop and convert 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

Demonstrated success managing complex sales cycles and engaging senior decision-makers

Excellent communication, presentation, and interpersonal skills

Experience mentoring junior team members or contributing to sales strategy is a plus

Series 7 and 63 licenses strongly preferred; CFA designation a plus

Requirements

Bachelor’s degree required; advanced degrees or certifications (MBA, CFA, etc.) are a plus

Strong academic track record

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

Compensation & Benefits

Capstone offers a competitive benefits package, including health, vision, and dental insurance, paid vacation, travel stipend, and a 401(k) plan.

The expected compensation for this role is $130,000–$170,000 per annum, with uncapped earning potential.

This position is based in our Washington, D.C. office.

Capstone operates in person Monday through Thursday, with flexible work-from-home Fridays.

Equal Opportunity Employer

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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Worksite address

washington, DC, 20022, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.