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Assistant Institutional Equity Sales Jobs (NOW HIRING)

Td

Director, Institutional Equity Sales

Dallas, TX · Hybrid

$300K/yr

TD Securities' Midwest and Texas-based Institutional Sales team is seeking to add a senior sales ... Liaises with the Banks other operations in New York to assist in meeting the Banks objectives

Td

Director, Institutional Equity Sales

Chicago, IL · Hybrid

$300K/yr

TD Securities' Midwest and Texas-based Institutional Sales team is seeking to add a senior sales ... Liaises with the Banks other operations in New York to assist in meeting the Banks objectives

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 ...

TD Bank Group

VP, Institutional Equity Sales

Chicago, IL · On-site

$225K/yr

The VP Sales and Trading TDS develops an institutional investor base in the U.S. to fund the Bank ... S. to assist in meeting the Banks objectives * Develops an institutional investor base in the U.S ...

Td

VP, Institutional Equity Sales

Chicago, IL · On-site

$225K/yr

The VP Sales and Trading TDS develops an institutional investor base in the U.S. to fund the Bank ... S. to assist in meeting the Banks objectives * Develops an institutional investor base in the U.S ...

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Assistant Institutional Equity Sales information

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$162.5K

$174K

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

As of Jun 16, 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.

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.

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 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

B. Riley Securities

New York, NY • On-site

Other

Posted 21 days ago

Job description

Position: Institutional Equity Salesperson

Company Description

B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking services include initial, secondary and follow-on offerings, institutional private placements, merger and acquisition (M&A) advisory, SPACs, corporate restructuring and recapitalization. B. Riley is nationally recognized and highly ranked for its proprietary small-cap equity research. 

Position Overview

We are seeking a full-time Institutional Equity Salesperson. The Salesperson will be responsible for maintaining knowledge of B Riley research, offerings and services and have a clear understanding of the investment style and needs of clients. They maintain direct contact with Institutional Investors (clients) to, among other responsibilities, facilitate meetings, conference calls, deliver written research, and develop business relationships with assigned institutional accounts Also, the successful candidate must have the capability to generate revenue at levels exceeding goals determined by firm policies, practices, and regulatory requirements. Strong communication skills are necessary as you will be expected to communicate investment ideas to institutional clients and our sales force. The successful candidate must have the ability to multi-task while under pressure and handle stressful situations in a calm and professional manner. The right candidate is a self-starter, highly motivated, and can handle multiple tasks while under little supervision. The compensation for this position is commission-based.

Key Responsibilities
  • Build and nurture relationships with institutional investors to drive sales of securities and facilitate meetings, conference calls, and delivery of research.
  • Develop a deep understanding of clients' investment styles and needs to provide tailored solutions.
  • Collaborate with the Trading Desk to resolve transaction issues and ensure seamless client experiences.
  • Achieve and exceed revenue targets through proactive client engagement and rigorous calling activity.
  • Stay informed on market trends, client strategies, and competitor activities to identify opportunities.
  • Communicate investment ideas effectively to clients and internal sales teams.
  • Train and mentor junior staff, including sales assistants, and contribute to hiring processes.
  • Provide feedback to management on departmental procedures to enhance efficiency.
  • Adhere to compliance policies and maintain high standards of client service.
Qualifications
  • 6+ years of experience in financial services or sales, with a focus on institutional sales.
  • Series 7 and 63 licenses required.
  • Proven ability to cultivate and maintain strong client relationships through proactive engagement.
  • Strong understanding of institutional sales techniques, financial markets, and processes.
  • Exceptional verbal and written communication skills, with strong negotiation and analytical abilities.
  • Ability to multitask, prioritize, and perform under pressure in a fast-paced environment.
  • Proficiency in financial software systems and a willingness to learn new tools.
  • High energy, initiative, and the ability to work independently with minimal supervision.
  • Strong interpersonal skills and experience mentoring or supervising junior staff.

 

Inclusion and Equal Opportunity Employment: B Riley Securities is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.

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