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Vice President, Institutional Sales

Capstone DC
  • Washington, DC
  • $130,000–$170,000 Per Year
2 days ago

Job Description

Job Description:

We are looking for individuals with diverse backgrounds-including experience in commodities, private credit, venture capital, and wealth management-as we expand our institutional sales efforts. We need more talented sales professionals to help drive this growth.

In this senior role, you will engage with leading institutional investors-including hedge funds, family offices, and asset managers-across asset classes and investment strategies within both public and private markets. This opportunity is ideal for a strategic, entrepreneurial sales professional with strong client relationships, a sophisticated understanding of financial markets and policy, and a consistent track record of exceeding revenue targets in a consultative sales environment.

About Capstone

Capstone is a global policy research and consulting firm with offices in Washington, D.C., Houston, London, and Mumbai. We help clients anticipate policy shifts, assess their financial impact, and develop revenue-driving strategies. Our success depends on attracting and retaining top-tier talent. We offer an environment that fosters both professional and personal growth, enabling our employees to reach their fullest potential.

Key Responsibilities

  • 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 & Benefits

Capstone offers a competitive benefits package, including health, vision, and dental insurance, paid vacation, travel stipend, and a 401(k) plan. The expected compensation for this role is $130,000-$170,000 per annum, with uncapped earning potential.

This position is based in our Washington, D.C. office. Capstone operates in person Monday through Thursday, with flexible work-from-home Fridays.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Numbers & Facts

LocationWashington, DC
IndustryStaffing/Employment Agencies
Salary$130,000–$170,000 Per Year
Company Size100 to 499 employees
Year Founded1999
Websitehttps://capstonec.com

About Company

We believe that true transformation starts with the recognition that behind every organization and professional we partner with are real human beings and real-life stories. These are the people we seek to serve and empower with the technology and opportunities to succeed, grow, and do something bigger. And Capstone IT does that by delivering partner-enabled technology solutions and specialized IT staffing services.

Our Values

Capstone IT is your Servant Partner. Your needs come first, and your success is paramount to our own. Our values aren’t just aspirational taglines – we quite literally do what we say and say what we do. And we’re here to serve you. 

Act selflessly and serve others with humility.

Demonstrate empathy and understand other perspectives.

Drive execution and get it done the right way.

Model integrity and always do the right thing.

Be forthright and say what needs to be said.

Skills

  • Aerospace and Defenseunmatched
  • Alternative Energyunmatched
  • Asset Managementunmatched
  • Best Practicesunmatched
  • Business Administrationunmatched
  • Business Developmentunmatched
  • Business Planunmatched
  • Business Servicesunmatched
  • Capital Marketsunmatched
  • Chartered Financial Analyst (CFA)unmatched
  • Communication Skillsunmatched
  • Consultative Salesunmatched
  • Consultingunmatched
  • Customer Escalationsunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Diversityunmatched
  • Entrepreneurshipunmatched
  • Exceeded Sales Goalunmatched
  • Financial Analysisunmatched
  • Financial Policiesunmatched
  • Financial Servicesunmatched
  • Fixed Income Investmentsunmatched
  • Forecastingunmatched
  • Healthcareunmatched
  • Hedge Fundsunmatched
  • Interpersonal Skillsunmatched
  • Investment Managementunmatched
  • Investment Strategyunmatched
  • Leadershipunmatched
  • Mentoringunmatched
  • Public Policyunmatched
  • Revenue Growthunmatched
  • Revenue Planningunmatched
  • Revenue/Sales Reportingunmatched
  • Salesunmatched
  • Sales Cycleunmatched
  • Sales Managementunmatched
  • Sales Pipelineunmatched
  • Sales Strategyunmatched
  • Series 7unmatched
  • Stock Marketunmatched
  • Strategic Planningunmatched
  • Venture Capitalunmatched
  • Wealth Managementunmatched

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