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Asset Management Sales Jobs (NOW HIRING)

Sunrun

Analyst, Asset Management

San Francisco, CA · On-site

$79K - $106K/yr

Act as a portfolio assistant to set up and execute every other day asset sales * Track delivery and ... Collaborate with Fund Managers on ad hoc analysis and managing investor relationships * Engage with ...

TTX

Manager Asset Management

Charlotte, NC

Responsible for proper and timely Entity Master Data Management to ensure IRF, Division, Scrap, Paid Storage and Asset Sale facilities are updated to include all pertinent information for TTX ...

IRA Capital LLC

02-ASSET MANAGEMENT ASSOCIATE

Irvine, CA · On-site

$17.75 - $23.75/hr

... and sale agreements • Develop and implement standards and tenant relations programs for each ... asset management experience (office/retail/industrial/multifamily) handling various aspects of ...

Owner

Asset Management Specialist

San Francisco, CA · On-site

Where we work Owner is a remote-first, global company headquartered in San Francisco, with a sales ... We are hiring an Asset Management Specialist to own this end-to-end. You will be the single person ...

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All JobsAsset Management Sales Jobs

Asset Management Sales information

See salary details

$35.5K

$94.1K

$164.5K

How much do asset management sales jobs pay per year?

As of Jul 23, 2026, the average yearly pay for asset management sales in the United States is $94,129.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $109,000.00 per year, depending on experience, location, and employer.

What is sales in asset management?

Sales in asset management involve promoting and selling investment products and services to clients, such as institutional investors or high-net-worth individuals. Asset management sales professionals build client relationships, understand client needs, and communicate investment strategies, often using tools like CRM systems and requiring certifications like the Series 7 or 63. Success depends on strong communication skills, industry knowledge, and the ability to meet sales targets within a regulated environment.

What is asset management sales?

Asset management sales involves selling investment products and services offered by asset management firms to institutional or individual clients. Professionals in this field build relationships with clients, understand their investment needs, and recommend suitable financial products such as mutual funds, ETFs, or portfolio management services. The role typically requires strong knowledge of financial markets, excellent communication skills, and the ability to meet sales targets while maintaining client trust and satisfaction.

Is asset management a sales job?

Asset management sales involves selling investment products and services to clients, such as institutional investors and high-net-worth individuals. The role typically requires strong communication skills, client relationship management, and knowledge of financial markets, often supported by certifications like the CFA. While sales is a key component, asset management professionals also focus on portfolio analysis and investment strategies.

Who are the big 3 asset managers?

The big three asset managers are BlackRock, Vanguard, and State Street Global Advisors. These firms manage the largest assets globally and often seek asset management sales professionals to promote their investment products and strategies. Knowledge of financial markets, client relationship skills, and industry certifications are valuable for roles in this sector.

What is the difference between Asset Management Sales vs Financial Advisor?

AspectAsset Management SalesFinancial Advisor
CredentialsTypically requires Series 7, 63, or 65 licenses; industry certifications like CFA are commonRequires Series 7, 66, or 65 licenses; CFP certification often preferred
Work EnvironmentFinancial firms, investment banks, asset management companiesIndependent practice, banks, or financial planning firms
Employer & Industry UsageUsed in asset management firms, investment firms, and financial institutionsUsed across banking, independent advisory firms, and wealth management

Asset Management Sales and Financial Advisors both work within the financial industry and require similar licenses and certifications. However, Asset Management Sales focuses on selling investment products and services to institutional or high-net-worth clients, while Financial Advisors provide personalized financial planning and advice to individual clients. Understanding these differences helps professionals and clients identify the right services for their needs.

What are the key skills and qualifications needed to thrive as an Asset Management Sales professional, and why are they important?

To thrive as an Asset Management Sales professional, you need a solid understanding of financial markets, investment products, and sales strategies, often supported by a degree in finance or related fields and relevant certifications such as FINRA Series 7 or 63. Familiarity with CRM platforms, portfolio analytics tools, and financial modeling software is typically required. Outstanding interpersonal skills, persuasive communication, and a client-focused mindset help professionals build trust and long-term relationships. These skills are crucial for effectively identifying client needs, delivering tailored investment solutions, and achieving sales targets in a competitive industry.

How to get into asset management sales?

To enter asset management sales, candidates typically need a bachelor's degree in finance, economics, or related fields, along with strong communication and sales skills. Gaining experience through internships or entry-level roles in finance or sales can be beneficial, and professional certifications like the CFA can enhance prospects. Building a network within the industry and understanding investment products are also important for success.

How does an Asset Management Sales professional typically collaborate with portfolio managers and research analysts?

Asset Management Sales professionals regularly work closely with portfolio managers and research analysts to gain a deep understanding of investment strategies and portfolio performance. This collaboration ensures sales teams can effectively communicate product details and market insights to clients. Frequent joint meetings and strategy sessions help align sales messaging with the firm's investment outlook, enabling the sales team to address client concerns with up-to-date, nuanced information. Such teamwork is crucial for building trust with clients and supporting the overall growth of the business.
More about Asset Management Sales jobs
What cities are hiring for Asset Management Sales jobs? Cities with the most Asset Management Sales job openings:
What states have the most Asset Management Sales jobs? States with the most job openings for Asset Management Sales jobs include:
What job categories do people searching Asset Management Sales jobs look for? The top searched job categories for Asset Management Sales jobs are:
Asset Management Sales jobs near you
Infographic showing various Asset Management Sales job openings in the United States as of July 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 92% Physical, 4% Hybrid, and 4% Remote job distribution, with an average salary of $94,129 per year, or $45.3 per hour.
Analyst, Asset Management

Analyst, Asset Management

Sunrun

San Francisco, CA • On-site

$79K - $106K/yr

Full-time

Posted 8 days ago

Sunrun rating

7.6

Company rating: 7.6 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

35th of 53 rated energy and utility

Job description

At Sunrun, we're on a mission to change the way the world interacts with energy, and we're building a company and brand that puts power at the center of life. To do it, we're designing a dynamic culture where employee development, well-being, and safety come first. It's why we've become the #1 home solar and battery company in America. We're unlike any other residential energy company. Our vertically integrated model gives us total control over every part of the energy lifecycle - from sale through installation and beyond - so you can find endless opportunities for growth. Come join a career you can grow in and a culture you can run with.
Who We Are
We're on a mission to make energy more reliable and affordable for more people. We provide an opportunity with storage and solar to help people access greater energy independence without the big upfront costs. Sunrun is the largest dedicated residential solar and storage company in the country and has a mission to bring stably priced resilient power to the masses.
Overview
The Asset Analyst supports Sunrun's Project Finance department by reporting on residential solar assets to fund investors and driving operational efficiency. The analyst will become a subject matter expert on numerous business processes across the lifecycle of our solar assets in order to effectively synthesize key operational and financial data for external reporting. The Asset Analyst should be comfortable working across departments to influence workflows that benefit Sunrun's fund investors. This role is best suited to individuals excited about business processes, process improvements and leveraging Sunrun's data warehouse. This role also requires an interest in learning about complex financial funds (Tax Equity, Public/Private ABS, etc.), a keen eye for details and the ability to support critical company deadlines, along with an interest in learning and applying automation techniques (including basic coding, especially with SQL).
Responsibilities
  • Act as a portfolio assistant to set up and execute every other day asset sales
  • Track delivery and compliance of all fund requirements & reports to internal/external parties
  • Build and maintain recurring reports using Excel, Snowflake, Tableau, and Salesforce
  • Leverage Sunrun's Data Warehouse to automate and simplify recurring tasks and reports
  • Collaborate with Fund Managers on ad hoc analysis and managing investor relationships
  • Engage with groups across the company to operationalize data management
  • Review fund legal transaction documents for determining fund and reporting requirements

Qualifications
  • Bachelor's degree or equivalent, preferably in a quantitative field
  • Minimum of 1-3 year work experience
  • Proficient with Excel and Google workspace
  • Experience with Snowflake, Tableau, Salesforce (strongly desired)
  • Basic-Intermediate programming experience, particularly with SQL (strongly desired)
  • Detail-oriented with the ability to pick up and retain a wide breadth of knowledge
  • Effective communicator and collaborator across multiple levels/functions
  • Acute awareness & ability to manage deadlines
  • Ability to work with & synthesize large amounts of data into understandable, meaningful reports
  • Highly organized, self-directed and process-oriented with ability to act autonomously
  • Propensity to follow through and drive toward resolution
  • Agile and adaptable; able to handle a fast-changing landscape and think on your toes
  • Curiosity and interest in developing automation and coding skills
  • Comfort or interest in reading legal documents
  • Familiarity with general accounting principles (desired, not required)
  • Solar industry knowledge (desired, not required)
  • Demonstrate proficiency in utilizing AI tools to enhance productivity and streamline workflows, or possess the agility and "growth mindset" to rapidly master new AI technologies as they are integrated into Sunrun's operations.

Recruiter:
Amanda Frock (amanda.frock@sunrun.com)
Please note that the compensation information is made in good faith for this position only. It assumes that the successful candidate will be located in markets within the United States that warrant the compensation. Please speak with your recruiter to learn more.
Starting salary/wage for this opportunity:
$79,881.86 to $106,509.15
Compensation decisions will not be based on a candidate's salary history. You can learn more here.
This job description outlines the primary responsibilities, some essential job functions, and qualifications for the role. It may not include all essential functions, tasks, or requirements. If you are a qualified individual with a disability and you need reasonable accommodation during the hiring process or to perform this role, please contact us at candidateaccommodations@sunrun.com.
Sunrun is proud to be an equal opportunity employer that does not tolerate discrimination or harassment of any kind. We believe that empowering people and valuing their differences are essential for our mission of connecting people to the cleanest energy on earth. Learn more here: EEO | Sunrun

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