Equity Sales Associate-Quantitative Sales

Wolfe Research is seeking an experienced, market-savvy professional who will drive relationships between our quantitative research team and institutional clients. The ideal candidate brings proven success in data or tech sales, deep analytical capabilities, and superior relationship management skills, positioning them to expand our market presence in our fast-paced, data-driven environment. This role will be reporting directly to the Quantitative Sales Specialist.

Responsibilities:

Lead client relationships and drive revenue growth through strategic account planning and execution
Analyze CRM data to identify trends, optimize resource utilization, and develop strategies for revenue expansion
Proactively identify and capture new business opportunities through deep understanding of client needs and market dynamics
Own client relationships and serve as the primary point of contact between clients and internal quantitative researchers
Develop and execute strategic initiatives to enhance team performance and market penetration
Lead and organize high-impact client and industry events
Build and maintain key data vendor relationships while identifying new partnership opportunities
Mentor junior team members and contribute to team development

Requirements:

2-4 years of experience in data sales, tech sales, or related financial services roles
Proven track record of meeting or exceeding sales targets and growing client relationships
Bachelor's Degree from an accredited College/University with a strong academic track record
Advanced quantitative skills with expertise in Excel, PowerPoint, and data analysis tools
Strong understanding of data structures and demonstrated experience working with financial quantitative data
Exceptional project management and organizational skills
Deep knowledge of financial markets, particularly equity markets and the institutional equities marketplace
Demonstrated leadership ability with experience managing client relationships independently
History of successful collaboration with research and technical teams

At Wolfe Research we feel passionately about equal pay for equal work and pay transparency is an integral practice for that. The compensation for this role is market competitive with a base salary range of $100,000-$120,000. We intend to offer the selected candidate a base salary within this range, based on non-discriminatory factors including but not limited to skill set, job-related experience, and location. In addition, we offer an annual discretionary incentive bonus and competitive employee benefits including: medical, dental and vision coverage; life, accident and disability insurance. Wolfe also offers paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave.

About Wolfe

Wolfe Research, LLC is a premier independent sell-side research firm with a commitment to best-in-class content and ongoing strategic growth. We produce the most objective and distinguished research across our covered sectors, and deliver our services with intense care and specificity to each of our institutional clients. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.

The firm has established a leading reputation for sector and macro research. Our QES product provides leading stock selection models, cutting edge portfolio analytics and hedging tools, highly ranked ESG product, and back-tested alternative data. Wolfe Research’s analysts were voted #6 on a weighted basis for equity research during 2024 by institutional clients in the prestigious “Institutional Investor” All-America Research Poll, trailing only significantly larger bulge bracket firms, who have historically not been viewed as our peers.

We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.

For more information about Wolfe Research, please visit us at: www.wolferesearch.com

Wolfe Research recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics. At Wolfe Research, we strive to be the place where a diverse mix of talented people want to come, to stay and do their best work. We pride ourselves on bringing integrity and objectiveness to our research process and we know our company’s biggest strength is the hard work, collaboration and diverse views and opinions of our passionate and creative employees. We are fully focused on equality and believe deeply that diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different, also make us stronger.

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