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Global Equities, Institutional Equity Sales

San Francisco, California

Job Description:

The Bank of America San Francisco based Equity Sales team leverages the firm’s top rated research platform to interact with the Institutional Client base: capturing mind share, delivering alpha and enhancing flows across all equity-linked products. The salesforce is the integral part of the platform, connecting Portfolio Managers, Analysts, Traders and everyone in between with the various product groups across BofAML Equities. We work closely with our partners in Trading/Sales Trading, Financing, Capital Markets, Derivatives and Corporate Access to maximize firm-to-firm connectivity and drive revenues. Our core capabilities include:

  • Idea generation / content creation around: Single stock ideas, Global Macro, Derivatives and Cross Product
  • Corporate Access: Connect CEOs, CFOs and other management from corporates around the globe with our client base. Sit in on meetings with Investors as they gain insights  directly from the top mgmt.
  • Capital Markets: Partner with Corporates to raise capital via Primary and Secondary offerings
  • Daily interaction with research analysts, gaining insights on sector themes and best ideas
  • Direct connectivity with key decision makers at the largest investment institutions in the world

To help facilitate the Equity Advisory needs of our clients, we are looking for a salesperson with exceptional communication skills and the ability to thrive in a fast-paced, team oriented environment. The candidate must be highly organized, diligent, and be able to multi-task at all times. The individual needs to be a very motivated self-starter who has the ability to creatively solve problems.

Required Qualifications

  • An undergraduate degree is required
  • Previous experience in Equity Advisory Sales is required, minimum of 10+ years
  • Series 7 and 63 licenses required
  • Existing client relationships


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 25% of the time


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
101 CALIFORNIA ST, CA, San Francisco, 94111