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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

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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$149.5K

$162.5K

$174K

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

As of Jul 27, 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 Sales Assistant

Institutional Sales Assistant

Leerink Partners

New York, NY

$70K - $85K/yr

Full-time

Posted 18 days ago

Job description

Job Title: Assistant - Institutional Sales

Reports to: Senior Managing Director, Business Manager

Department: Institutional Sales

Location: New York

Salary Range: $70,000 - $85,000

Position Summary

The Institutional Sales Assistant is an integral member of the Institutional Equity Sales team, providing administrative, operational, and project support to the department head and sales professionals. This role partners closely with the New York sales desk to support client coverage, business development initiatives, and the efficient execution of day-to-day sales activities.

Primary Duties and Responsibilities

Administrative Functions

  • Coordinate client meetings, marketing events, and roadshows, including calendars, travel, expenses, and meeting logistics.
  • Support the distribution of sales resources, research, and internal communications.
  • Maintain CRM contacts, distribution lists, and other sales support tools.
  • Coordinate catering and logistics for client meetings.
  • Provide vacation coverage for department assistants and backup support to the Boston Sales team.

Institutional Sales Support

  • Partner closely with Institutional Equity Sales professionals to support daily client coverage and sales initiatives.
  • Assist in preparing and distributing research, marketing materials, corporate access invitations, and other client communications.
  • Provide functional support for CRM, research entitlements, and other sales platforms.
  • Collaborate with Research, Corporate Access, Marketing, Operations, and Compliance to ensure seamless client service and sales execution.
  • Facilitate onboarding and training of new employees.
  • Monitor MEDACorp investor calls and provide backup support for consumption reporting as needed.

Experience/Qualifications Required

  • Bachelor's degree.
  • Strong proficiency in Microsoft Word, Excel, and PowerPoint.
  • Excellent organizational, written, and verbal communication skills.
  • Ability to manage multiple priorities in a fast-paced, client-focused environment with strong attention to detail.
  • Must obtain and maintain the FINRA Securities Industry Essentials (SIE), Series 7, and Series 63 registrations within six months of hire.

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