Associate/VP, US Equity Sales – San Francisco

Application Deadline:

10/30/2025

Address:

180 Montgomery St.

Job Family Group:

Capital Mrkts Sales & Service

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

We are seeking a highly motivated and experienced sales person to join our U.S. Equity Sales team, based in San Francisco. In this role, the individual will be responsible for driving equity sales and deepening client relationships across institutional investors on the West Coast, including asset managers, hedge funds, pensions, and family offices. The ideal candidate will bring a strong understanding of U.S. equity markets, current investment themes, and product offerings, while effectively communicating differentiated research, corporate access, and trading ideas to clients.

The salesperson will work closely with equity research, trading, and capital markets teams to deliver timely insights and generate client engagement. This individual will be expected to manage existing relationships while also identifying and cultivating new business opportunities across the region. A strong entrepreneurial mindset, outstanding communication skills, and a track record of delivering commercial results are essential. The role offers an excellent opportunity to grow within a collaborative and performance-driven environment at a leading financial institution.

Qualifications

• Typically 5+ years of relevant experience in Institutional Equity Sales, ideally on West Coast
• Thorough knowledge of capital markets, pricing, and sales/trading/hedging strategies.
• Strong understanding of broader regulatory and financial concepts.
• Series 7, 63
• Advanced deal execution and/or project management skills - ability to manage more than one client / major initiative.
• Strong financial analysis skills.
• Strong risk management skills.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Base Salary Range:

USD $135,000-250,000

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 http://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