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Institutional Investment Sales Jobs (NOW HIRING)

JLL

Investment Analyst, Production Support

Austin, TX · On-site

Working within our high-energy, collaborative environment, you'll develop expertise in sophisticated financial modeling while creating compelling investment sales packages that attract institutional ...

BOK Financial

Investment Sales Officer I

Austin, TX

The sales position markets and sells fixed income securities to institutional clients such as corporations, banks, credit unions, money managers and other entities with liquidity or investable ...

BOK Financial Corporation

$65 - $95/hr

The sales position markets and sells fixed income securities to institutional clients such as corporations, banks, credit unions, money managers and other entities with liquidity or investable ...

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Institutional Investment Sales information

What are the key skills and qualifications needed to thrive as an institutional investment sales professional?

To excel in Institutional Investment Sales, you need deep knowledge of financial markets, investment products, and a relevant degree such as finance or economics. Familiarity with CRM platforms, financial modeling tools, and FINRA or CFA certifications is often expected. Outstanding interpersonal, negotiation, and relationship-building skills help distinguish top performers in this client-driven role. These competencies are crucial for effectively building trust with institutional clients, driving sales, and navigating complex investment solutions.

What are some common challenges faced by professionals in institutional investment sales, and how can they be addressed?

Professionals in Institutional Investment Sales often encounter challenges such as navigating complex client needs, maintaining compliance with regulatory standards, and building long-term trust with institutional investors. To address these, it's important to stay informed about market trends, develop tailored investment solutions, and foster transparent communication. Success in this role also relies on effective collaboration with portfolio managers, research analysts, and compliance teams to deliver value-driven recommendations while ensuring adherence to industry regulations.

What is the difference between Institutional Investment Sales vs Financial Advisor?

AspectInstitutional Investment SalesFinancial Advisor
CredentialsSeries 7, 63, 65/66, CFA (optional)Series 7, 66, CFP (optional)
Work EnvironmentInstitutional clients, large asset managers, pension fundsIndividual clients, high-net-worth individuals
Employer & IndustryAsset management firms, investment banksIndependent firms, banks, insurance companies
Primary FocusSelling investment products to institutionsProviding financial planning and investment advice to individuals

Institutional Investment Sales professionals focus on selling investment products to large institutions like pension funds and asset managers, requiring specific licenses and industry knowledge. Financial Advisors primarily serve individual clients, offering personalized financial planning. While both roles involve investment sales, their target clients, credentials, and work environments differ significantly.

How much do institutional investment sales people make?

Institutional investment sales professionals typically earn a base salary ranging from $70,000 to $150,000 annually, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced professionals with strong client networks and sales skills can earn over $200,000 per year. Compensation varies based on experience, performance, and the size of the firm.

Is institutional investment sales a good career?

Institutional investment sales involves selling financial products and services to large organizations such as pension funds and endowments. It requires strong sales skills, industry knowledge, and often a background in finance or economics; success can lead to high earning potential and career advancement. However, it can also involve high-pressure environments and demanding client relationships.
More about Institutional Investment Sales jobs

What states have the most Institutional Investment Sales jobs?

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

What job categories do people searching Institutional Investment Sales jobs look for?

The top searched job categories for Institutional Investment Sales jobs are:

Institutional Investment Sales jobs near you
Infographic showing various Institutional Investment Sales job openings in the United States as of August 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution.

Senior Investment Sales Broker (Southeast) - Retail Institutional

Atlanta, GA • On-site

Northmarq
Securities, Commodity Contracts, and Financial Investments • 1 - 5K employees
Learn more about Northmarqexternal

Full-time

Re-posted 19 days ago

Job description

 

Northmarq is strategically expanding our National Platform for Retail Institutional Investment Sales. We are currently hiring experienced Investment Sales Brokers who specialize in Retail Shopping Centers and are located in the Southeast.   

We are a unique, national capital markets resource dedicated to serving commercial real estate investors. With integrated expertise across debt, equity, investment sales, loan servicing, and fund management, we deliver innovative solutions tailored to each client's goals and we foster inclusive teams committed to collaboration and growth.

Why Northmarq:

  • Entrepreneurial Freedom and Support - We believe in empowering brokers, not boxing them in. You'll run your day-to-day business, backed by the industry's best infrastructure, national reach, and a collaborative team of high-performers.
  • Unmatched Platform Access- Plug into a proven, fully-integrated system with shared databases, referral networks, exclusive deal intelligence, and efficient and agile operations.
  • Best-in-Class Resources - From precision-targeted marketing and tailored research to elite support staff and cutting-edge tech, we give you the tools to dominate your market.
  • Built for Producers, by Producers – We have you in mind, creating an environment where top sales talent can thrive. As a producer and co-market leader, you'll shape your future and our national presence.
  • Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!

We're looking for Senior Investment Brokers with:

  • 5+ years of proven deal success in Retail Shopping Centers across the Southeast.
  • An entrepreneurial mindset with a hunger to grow your business.
  • A strong reputation for generating new business, fostering client trust, and delivering repeatable results.
  • The drive to lead, innovate, and elevate the industry standard

Northmarq's Southeast offices:  Atlanta; the Carolinas – Charlotte and Raleigh; and Florida - Tampa, Jacksonville, Fort Lauderdale, Miami, and West Palm Beach.

#LI-Onsite
 

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