Vice President, Institutional Sales
Capstone - Washington, DC
Hiring: Vice President, Institutional Sales Company: Capstone Location: Washington, DC Job Posted Time: 2026-09-02 18:05:00 Target Skills & Keywords : C, HBase, Plaid About the job Experience: •6 years of institutional sales or business development experience, within commodities, private credit, VC and wealth/ Required Skills: •Develop and execute a strategic business development plan to expand Capstone’s client base among top-tier institutional investors across sectors and asset classes (energy/renewables, healthcare, TMT, financial & business services, consumer, aerospace & defense, industrials, etc.) •Cultivate and manage long-term client relationships, leveraging your network and expertise to drive consistent revenue growth •Represent Capstone’s research and insights to portfolio managers and senior investment professionals, clearly articulating our differentiated policy perspectives and market implications •Collaborate closely with research and events teams to align client needs with firm capabilities and coverage areas •Serve as a trusted advisor to clients by anticipating their informational needs and offering tailored research solutions •Maintain disciplined pipeline management, accurate forecasting, and CRM best practices •Provide strategic guidance and support leadership efforts, acting as a point of escalation for key client and team matters Qualifications: •4–6 years of institutional sales or business development experience, within commodities, private credit, VC and wealth/ •Proven ability to develop and convert high-value relationships with hedge funds, family offices, and asset managers •Deep understanding of market dynamics, investment strategies, and the intersection of public policy and capital markets •Demonstrated success managing complex sales cycles and engaging senior decision-makers •Excellent communication, presentation, and interpersonal skills •Experience mentoring junior team members or contributing to sales strategy is a plus •Series 7 and 63 licenses strongly preferred; CFA designation a plus •Requirements •Bachelor’s degree required; advanced degrees or certifications (MBA, CFA, etc.) are a plus •Strong academic track record •Existing relationships with institutional investors across multiple channels (equities, fixed income, commodities, etc.) •Legally authorized to work in the U.S. without current or future visa sponsorship Compensation: •Capstone offers a competitive benefits package, including health, vision, and dental insurance, paid vacation, travel stipend, and a 401(k) plan. •This position is based in our Washington, D.C. office. Capst Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!