Senior Equity Research Sales Professional

4 days ago


Toronto, Ontario, Canada Veritas Investment Research Full time
About the Role

We are seeking a highly skilled and experienced Senior Equity Research Sales Professional to join our team. In this role, you will be responsible for driving revenue growth from existing institutional client relationships and ensuring the seamless delivery of equity research services to these clients.

Key Responsibilities

The successful candidate will have two primary responsibilities:

  • Business Development: Identify growth opportunities within existing accounts and ensure increased client spend. Build and maintain long-term relationships to drive client satisfaction and loyalty. Understand client investment strategies and research needs to deliver tailored solutions. Regularly engage with clients to showcase research insights and new offerings.
  • Coordination & Delivery: Act as a liaison between the equity research team and clients to ensure seamless communication, alignment on priorities, and timely delivery of insights. Organize high-impact interactions, such as client meetings, conference calls, and special events featuring Veritas analysts or executives. Manage bespoke client requests, ensuring high-quality, tailored responses to meet their unique investment questions. Gather and analyze client feedback to refine research offerings and enhance service delivery. Partner with internal teams to identify gaps or opportunities in research products based on market demand. Monitor equity markets, sector trends, and client activities to provide actionable insights.
Requirements

To be successful in this role, you will need:

  • A Bachelor's degree in finance, economics, accounting, or a related field.
  • Proven interpersonal and communication skills, with the ability to build credibility with clients.
  • Proactive problem-solving skills, with strong organizational and project management abilities.
  • A track record of achieving revenue growth targets.
  • Experience in account management in the financial services sector is an asset.
  • An understanding of equity markets, investment strategies, and equity research workflows is an asset.
  • Proficiency in financial databases and tools such as Bloomberg, FactSet, or similar platforms is an asset.


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