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Institutional Research Sales Jobs (NOW HIRING)

The Block

Senior Enterprise Sales Executive

Manhattan, NY · On-site

$95 - $120/hr

Founded in 2018, with employees across the world, The Block is the leading research, analysis, and ... Stay informed on digital asset market trends, regulatory developments, institutional adoption, and ...

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Institutional Research Sales information

See salary details

$149.5K

$162.5K

$174K

How much do institutional research sales jobs pay per year?

As of Aug 22, 2026, the average yearly pay for institutional research 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 is institutional research sales?

Institutional Research Sales refers to the process of selling financial research products and services to institutional clients, such as investment banks, hedge funds, asset managers, and pension funds. Professionals in this field act as a bridge between research analysts and clients, providing insights, analysis, and recommendations to help clients make informed investment decisions. They are responsible for building client relationships, understanding client needs, and ensuring that the research provided meets those needs. The role requires strong communication skills, deep knowledge of financial markets, and the ability to explain complex research in a clear and actionable way.

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

To thrive in Institutional Research Sales, you need strong financial market knowledge, analytical skills, and a track record in sales or client relationship management, often supported by a relevant degree such as finance, economics, or business. Familiarity with CRM systems, financial databases like Bloomberg or FactSet, and regulatory compliance certifications is highly valued. Exceptional communication, negotiation, and networking abilities distinguish top performers in this field. These competencies are vital for building trust with institutional clients, delivering value-driven insights, and achieving sales targets in a competitive environment.

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

Professionals in Institutional Research Sales often face challenges such as navigating complex client needs, staying updated on market trends, and differentiating their research offerings in a competitive landscape. Building strong relationships with institutional clients requires a deep understanding of their investment strategies and timely communication of relevant insights. To address these challenges, successful sales professionals proactively engage with clients, collaborate closely with research analysts, and continuously enhance their product knowledge to deliver tailored solutions.

What is the difference between Institutional Research Sales vs Institutional Research Analyst?

AspectInstitutional Research SalesInstitutional Research Analyst
Required CredentialsBachelor's degree, sales experience, industry knowledgeBachelor's or master's degree in research, statistics, or related field
Work EnvironmentClient-facing, sales-focused, often in office or on-siteData analysis, report writing, often in office or academic setting
Employer & Industry UsageFinancial institutions, universities, research firmsUniversities, government agencies, research organizations
Common Search & ComparisonYesNo

Institutional Research Sales primarily involves selling research services or products to institutions, requiring sales skills and industry knowledge. In contrast, Institutional Research Analysts focus on analyzing data and preparing reports to support institutional decision-making. While both roles work within research environments, their core functions and skill sets differ significantly.

More about Institutional Research Sales jobs

What states have the most Institutional Research Sales jobs?

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

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

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

Institutional Research Sales jobs near you
Infographic showing various Institutional Research 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 78% Physical, 1% Hybrid, and 21% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.

US Advisory Salesperson, Equities Research Sales, Director

Citigroup, Inc.

New York, NY • On-site

$200K - $300K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Citibank rating

8.3

Company rating: 8.3 out of 10

Based on 177 frontline employees who took The Breakroom Quiz

38th of 171 rated banks

Job description

The Salesperson is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Director Salesperson also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Responsibilities:
  • Refine and implement sales/marketing strategy to improve Citi's client footprint and maximize associated revenue while working with management/colleagues to establish a clear marketing plan with defined priorities, market penetration and revenue goals
  • Leverage contact network to understand client needs, introduce the Citi offering, and convince clients to adopt it to increase client satisfaction/Citi revenue
  • Advise team in strategic positioning and closing transactions with various internal stakeholders (structuring, trading, legal, credit and risk etc.)
  • Forge a relationship with salespeople in order to leverage Citi's franchise and source relevant buying and selling opportunities for clients
  • Lead strong governance and controls
  • Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
  • Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
  • Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm's reputation
  • Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
  • Adhere to all policies and procedures as defined by your role which will be communicated to you
  • Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Recommended Qualifications:
  • 15+ years of sales experience at a financial services organization
  • Experience in a client-facing role working with the buy-side community
  • Proven interpersonal and problem-solving skills
  • Consistently demonstrate clear and concise written and verbal communication
  • Broad client relationships preferred
  • Must have or be able to obtain required licenses including Series 3, 7, 57 and 63.

Education:
  • Bachelor's degree/University degree or equivalent experience
  • Master's degree preferred.

Job Family Group:
Institutional Sales
Job Family:
Investor Sales
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$200,000.00 - $300,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Jun 17, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.

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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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