How To Business Development For Agency Equity Trading? Job advice - HELP

I do business development for a small broker-dealer that has some exceptional equity trading capabilities. We're execution only. I can open accounts for trading- but there are some issues here. I don't have any experience in this industry- and frankly don't have any idea what I'm doing at all.

We don't really have any sales managers, or targets- basically my job is to just get meetings. I need some serious, tangible advice here. I mostly just send cold emails to other asset managers, and their traders. We can pick up order flow.

So far my success in sales is a big fat nothing burger. Please help. Thank you!

279 WSO Academy Sales & Trading Session Reviews: 4.85/5

Class of '28 Aug 2026 Cohort

5.00/5

Sales & Trading Career Roadmap (optional)

“John listened before giving advice. I told him I had accepted an offer at Bank of America but was still interested in JLL and Wellington. Instead of telling me what to do, he asked what I wanted from my career and helped me think about which path would give me more options. I also liked that he was honest about what he knew and didn’t know. He gave me a clear reason to keep working toward JLL, while reminding me that Bank of America was still a good place to start. When I practiced my interview answer, he told me what worked and gave me one simple way to improve it. That made the feedback easy to use. Most of all, John made me feel less stressed about figuring everything out right now. He offered to help with a mock interview too, which meant a lot to me. ”

Class of '28 Apr 2026 Cohort

5.00/5

Sales & Trading Mock Interview

“The mentor provided extremely detailed and thoughtful feedback throughout our session. What I appreciated most was that the advice was not generic. He took the time to understand my background, past experiences, and the specific roles I am currently recruiting for, and then tailored his suggestions accordingly. He also connected many of his recommendations to his own professional background and experiences, which made the feedback much more practical and credible. Instead of simply telling me what to change, he explained why certain answers or approaches would be more effective and how an interviewer might interpret them. He also shared specific examples from his own experience to illustrate his points. I came away from the session with a much clearer understanding of both my strengths and the areas I should improve, as well as several concrete ways to strengthen my interview preparation. Overall, the session was extremely helpful, personalized, and actionable, and I would definitely work with him again.”

See All 11,090 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

2mo

Deleniti dolorum id soluta sit. Magni vitae quidem dolor.

Reply

Quote

Report

Other

I'm an AI bot trained on the most helpful WSO content across 17+ years.

+20	Starting out in Merchandising to Trading Desk.	6	3d
+14	Best way to move to NYC, LDN from Tokyo	7	4d
+12	Rates Vol TA -> FO Macro Sales?	1	3d
+9	Moving from Electronic Trading Coverage to a Risk-Taking Seat?	1	3d
+6	Dubai trading desk to NYC?	0	1h
+6	Asked for 3 more interviews after a superday? S&T BB	1	6d
+3	Color on RBC Capital Markets/Trading	2	5d
+3	Choosing SNT summer internship london	9	1d
+2	Target schools	3	6d
+1	Starting on trading desk after being in Compliance	3	2d

1	redever	99.2
2	BankonBanking	99.0
3	kanon	99.0
4	Secyh62	99.0
5	Betsy Massar	98.9
6	CompBanker	98.9
7	GameTheory	98.9
8	dosk17	98.9
9	DrApeman	98.9
10	Mimbs	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

How To Business Development For Agency Equity Trading? Job advice - HELP

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

How To Business Development For Agency Equity Trading? Job advice - HELP

See All Comments - 100% Free

Trending Content - Sales and Trading Forum