William O'Neil + Co., Inc.
Join to apply for the
Research Sales, Executive Director
role at
William O'Neil + Co., Inc. 2 months ago Be among the first 25 applicants Join to apply for the
Research Sales, Executive Director
role at
William O'Neil + Co., Inc. Get AI-powered advice on this job and more exclusive features. Date Posted: Jul 13, 2025
Company: William O'Neil + Co. Incorporated
Title: 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
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.
Salary Range
This role is commission focused and includes a base salary of $175,000 - $200,000 per year.
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.
Nearest Major Market:
Manhattan
Nearest Secondary Market:
New York City
Seniority level
Seniority level Executive Employment type
Employment type Full-time Job function
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Research Sales, Executive Director
role at
William O'Neil + Co., Inc. 2 months ago Be among the first 25 applicants Join to apply for the
Research Sales, Executive Director
role at
William O'Neil + Co., Inc. Get AI-powered advice on this job and more exclusive features. Date Posted: Jul 13, 2025
Company: William O'Neil + Co. Incorporated
Title: 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
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.
Salary Range
This role is commission focused and includes a base salary of $175,000 - $200,000 per year.
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.
Nearest Major Market:
Manhattan
Nearest Secondary Market:
New York City
Seniority level
Seniority level Executive Employment type
Employment type Full-time Job function
Job function Sales and Business Development Referrals increase your chances of interviewing at William O'Neil + Co., Inc. by 2x Get notified about new Sales Executive jobs in
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Account Executive 3, Online Sales, Marketing Solutions
New York, NY $167,000.00-$255,000.00 6 days ago Mid-Market Account Executive, Search & Staffing - Talent Solutions
New York, NY $125,000.00-$180,000.00 2 weeks ago New York, NY $85,000.00-$115,000.00 2 weeks ago New York, NY $138,000.00-$150,000.00 2 weeks ago Sales & Education, Account Executive - NYC
New York, NY $80,000.00-$90,000.00 2 weeks ago New York, NY $110,000.00-$135,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr