Director, U.S. Equity Sales

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

Role Overview

We are seeking an experienced Director, U.S. Equity Sales to join our Boston-based Institutional Equity Sales team. The successful candidate will develop and manage relationships with hedge funds, mutual funds, and other institutional investors, with a primary focus on U.S. equities.

This individual will deliver differentiated investment ideas, research, market intelligence, corporate access, and execution solutions while connecting clients with the firm’s broader global equities platform. The role requires strong institutional relationships, deep equity market knowledge, sound commercial judgment, and a demonstrated ability to generate revenue.

Key Responsibilities

• Develop and expand relationships with hedge funds, mutual funds, and other institutional investors.

• Generate revenue by distributing U.S. equity research, investment ideas, market intelligence, corporate access, and execution capabilities.

• Deliver timely, relevant, and actionable content aligned with each client’s investment strategy and portfolio priorities.

• Maintain a detailed understanding of client investment processes, sector interests, trading activity, commission allocation, and service requirements.

• Partner with Research, Sales Trading, Electronic Trading, Derivatives, Prime Brokerage, Corporate Access, and Equity Capital Markets to deliver integrated client solutions.

• Coordinate analyst marketing, management meetings, conferences, non-deal roadshows, and other corporate access opportunities.

• Develop account plans, establish revenue objectives, grow wallet share, and identify new client opportunities.

• Provide timely feedback on investor sentiment, positioning, market themes, and client activity to internal stakeholders.

• Maintain accurate client activity and relationship information in the firm’s CRM systems.

• Conduct all client interactions in accordance with applicable regulations, internal policies, and the firm’s standards of conduct.

Qualifications

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

• Relevant experience in institutional equity sales, research sales, sales trading, or a related capital markets role.

• Established relationships with U.S.-based hedge funds and mutual funds.

• Demonstrated ability to generate revenue and grow institutional client relationships.

• Strong knowledge of U.S. equity markets, investment strategies, market structure, and institutional research and execution.

• Ability to translate research and market developments into concise, actionable client discussions.

• Strong understanding of commission allocation, broker voting, research valuation, and client profitability.

• Excellent communication, presentation, organizational, and relationship-management skills.

• Collaborative approach and ability to work effectively across products, sectors, and geographies.

• Strong judgment, integrity, and commitment to regulatory and compliance standards.

• Appropriate FINRA registrations required, or the ability to obtain them within the required timeframe.

Preferred Qualifications

• Existing institutional relationships that complement the team’s current coverage.

• Experience covering fundamental long/short hedge funds, multi-manager platforms, and traditional long-only asset managers.

• Demonstrated success monetizing research, corporate access, execution, and broader equity platform capabilities.

• Familiarity with electronic trading, prime brokerage, equity derivatives, and equity capital markets.

• Experience working across U.S., Canadian, and international equity markets.

• CFA designation or another relevant professional qualification is considered an asset.

Please note the base salary for this role is $275,000 USD

Salary:

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.