ZipRecruiter

Log In

1

Assistant Institutional Equity Sales Jobs (NOW HIRING)

Roth

Institutional Equity Sales

New York, NY · On-site

Roth is looking to add an Institutional Equity Sales Professional to our team. The Institutional Sales Professional is a senior, revenue-generating role responsible for building and maintaining ...

Wedbush

Managing Director, Equity Sales

New York, NY · On-site

The Opportunity Drive and monetize institutional client relationships Deliver differentiated ... equity sales with a strong revenue track record Established institutional client relationships ...

StoneX

Senior Vice President - Equity Sales

Manhattan, NY · On-site

$100K - $120K/yr

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices ... Our Institutional Equity division is seeking experienced sales people to partner with hedge funds ...

Wolfe Research

Equity Sales Assistant

Manhattan, NY · On-site

$80K - $90K/yr

The Sales Assistant role is a great opportunity for a strong candidate with a personality that ... General interest in financial markets with a familiarity of equity markets and the institutional ...

Roth

Derivatives Sales Trader

New York, NY · On-site

Partner with institutional equity sales to identify and develop derivative-related opportunities within existing client relationships. * Work with institutional equity sales and research analysts to ...

next page

Showing results 1-20

All JobsBusiness JobsSales JobsSales Support Associate JobsAssistant Institutional Equity Sales Jobs

Assistant Institutional Equity Sales information

See salary details

$149.5K

$162.5K

$174K

How much do assistant institutional equity sales jobs pay per year?

As of Aug 25, 2026, the average yearly pay for assistant institutional equity sales in the United States is $162,500.00, according to ZipRecruiter salary data. Most workers in this role earn between $156,000.00 and $169,000.00 per year, depending on experience, location, and employer.

What does an assistant institutional equity sales professional do?

An Assistant Institutional Equity Sales professional supports senior sales staff in managing relationships with institutional clients such as asset managers, hedge funds, and pension funds. Their responsibilities include preparing sales materials, conducting market research, processing trade orders, and assisting in the execution of equity transactions. They also help maintain client databases and respond to client inquiries, ensuring smooth communication between the sales team and clients. This role serves as a stepping stone to more senior sales positions within investment banks or brokerage firms.

How does an assistant institutional equity sales professional typically collaborate with traders and research analysts?

An Assistant Institutional Equity Sales professional works closely with both traders and research analysts to provide clients with timely market insights and execute equity transactions efficiently. The role often involves relaying client interests and feedback to traders, ensuring smooth order execution, and coordinating with research analysts to deliver relevant research reports to clients. Effective collaboration and communication with these teams are essential for building strong client relationships and meeting sales targets. This cross-functional teamwork also provides valuable exposure to both the sales and analytical sides of the equity markets, supporting career development within the industry.

What are the key skills and qualifications needed to thrive as an assistant institutional equity sales professional, and why are they important?

To thrive as an Assistant Institutional Equity Sales professional, you need a solid understanding of financial markets, equity products, and client relationship management, often supported by a degree in finance, economics, or a related field. Familiarity with Bloomberg Terminal, Excel, CRM systems, and sometimes regulatory certifications like FINRA Series 7 or 63 is typically required. Strong communication, analytical thinking, and networking skills help you build trust with clients and collaborate effectively with internal teams. These skills are critical for delivering tailored investment solutions, maintaining client satisfaction, and driving business growth in a competitive market.

What is the difference between Assistant Institutional Equity Sales vs Associate Institutional Equity Sales?

AspectAssistant Institutional Equity SalesAssociate Institutional Equity Sales
ResponsibilitiesSupporting senior sales teams, client communication, market researchManaging client accounts, executing trades, developing client relationships
Required CredentialsBachelor's degree, strong communication skills, some financial certificationsBachelor's degree, relevant certifications (e.g., Series 7), experience in sales
Work EnvironmentSupport role, team-based, fast-paced trading floors or officesClient-facing, active sales environment, frequent client interaction

Assistant Institutional Equity Sales typically supports senior sales staff with research and client communication, while Associate Institutional Equity Sales manages client accounts and executes trades. The associate role involves more direct client interaction and sales responsibilities, often requiring relevant certifications and experience. Both roles are essential in the equity sales team, but they differ in scope and level of responsibility.

What cities are hiring for Assistant Institutional Equity Sales jobs?

Cities with the most Assistant Institutional Equity Sales job openings:

What are the most commonly searched types of Institutional Equity Sales jobs?

The most popular types of Institutional Equity Sales jobs are:

What states have the most Assistant Institutional Equity Sales jobs?

States with the most job openings for Assistant Institutional Equity Sales jobs include:

Assistant Institutional Equity Sales jobs near you

Institutional Equity Sales

Roth

New York, NY • On-site

Full-time

Posted 7 days ago

Job description

Roth Capital Partners, LLC is a relationship-driven investment bank focused on serving growth companies and their investors. In addition to capital markets and M&A advisory services, our full-service platform provides a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, institutional sales and trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S.
Roth is looking to add an Institutional Equity Sales Professional to our team. The Institutional Sales Professional is a senior, revenue-generating role responsible for building and maintaining relationships with our clients (hedge funds, family offices, mutual/pension funds & other asset managers).This role will be generalist coverage, representing the full breadth of Roth's institutional capabilities, including equity research, corporate access, capital markets transactions (IPOs, follow-ons, blocks), and trade execution. This is a senior role, requiring individual contribution and self-driven operations, with a high degree of autonomy, commercial judgment, and cross-desk collaboration. This position may be based out of any of our U.S. Offices.
Responsibilities include (but are not limited to):
  • Originate, develop, and manage relationships with institutional investor accounts across the buy side.
  • Meet or exceed individual commission and revenue targets while managing account profitability and client servicing costs.
  • Market & distribute the firm's equity research, corporate access events and desk strategists event driven and macro commentary. Distribute and cross-sell equity capital markets transactions; IPOs, follow-on offerings, blocks, and secondary offerings to institutional accounts.
  • Partner closely with research analysts, sales-trading, capital markets, and corporate access teams to ensure coordinated, high-quality client coverage.
  • Maintain a deep working knowledge of covered sectors, market conditions, and portfolio manager/analyst priorities across accounts.
  • Maintain compliance with all regulatory requirements (FINRA, SEC) and internal policies governing institutional sales conduct, including information barriers and research distribution rules.
  • Represent the firm at industry conferences, non-deal roadshows, and client events.
Skills and Attributes:
  • Strong knowledge of equity markets, capital markets products, and sector fundamentals across a broad range of industries.
  • Excellent relationship management, negotiation, and communication skills, with the executive presence to engage senior portfolio managers and C-suite corporate clients.
  • Demonstrated ability to work collaboratively across research, salestrading, and capital markets desks.
Qualifications:
  • 5-10+ years of institutional equity sales experience at a bulge bracket, middle-market, or boutique investment bank.
  • Established, portable book of institutional investor relationships with a demonstrated track record of commission generation.
  • Bachelor's degree required.
  • Active Series 7 and Series 63 licenses required (or ability to obtain promptly).
  • Clean U.S. regulatory record (FINRA BrokerCheck).

Compensation: This position is commission-based. Total compensation, including commission and any discretionary bonus, will vary based on experience, portable book of business, and individual production.

Apply