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Institutional Sales Jobs (NOW HIRING)

Manulife

AVP Institutional Sales

California, MD

Develop and implement a strategic sales plan which includes identifiable milestones and objectives related to establishing and expanding relationships with institutional clients. * Establishing this ...

Blockchain.com

Institutional Sales Associate

New York, NY · On-site +1

$15.25 - $20.75/hr

We're looking for an Institutional Sales Associate to help drive growth of our institutional business within the AMER region. This role is responsible for managing high-value institutional accounts ...

Commerce Bank

Manager, Institutional Sales

Kansas City, MO · On-site

$158K - $187K/yr

Directly oversee asset sales management activities, which includes oversight of the Institutional Business Development Officers, Specialists, Associates and the Sales Intelligence Unit (SIU) * Work ...

Polymarket

Institutional Sales Associate

New York, NY · On-site

$15.25 - $20.75/hr

This role reports directly to the Head of Institutional Sales. What You'll Do * Support senior coverage on market maker and institutional client relationships - attend meetings, own follow-ups, and ...

Blockchain.com

Institutional Sales Associate

New York, NY · On-site

$15.25 - $20.75/hr

We're looking for an Institutional Sales Associate to help drive growth of our institutional business within the AMER region. This role is responsible for managing high-value institutional accounts ...

ZeroEx Holdings, Inc.

Institutional Sales Lead

Own and scale the institutional pipeline through field sales and outbound execution Drive a consistent flow of high-quality institutional opportunities through a combination of outbound prospecting ...

StoneX

Director - Institutional Sales

Miami, FL

$500K/yr

With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we ... sales plan to target new business such as: attending conferences, utilizing industry conference ...

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Institutional Sales information

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$162.5K

$174K

How much do institutional sales jobs pay per year?

As of Jun 9, 2026, the average yearly pay for institutional 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.

How does an Institutional Sales professional typically collaborate with portfolio managers and research analysts?

Institutional Sales professionals work closely with portfolio managers and research analysts to understand client investment goals and provide tailored product recommendations. They frequently relay market insights and client feedback back to the research team, ensuring that product offerings align with client needs. Regular meetings, joint client calls, and collaborative strategy sessions are common, fostering a team-oriented environment where information flows efficiently to best serve institutional clients.

What are institutional sales?

Institutional sales refer to the process of selling financial products and services, such as stocks, bonds, or investment strategies, to large organizations like banks, mutual funds, pension funds, insurance companies, and hedge funds. Professionals in institutional sales act as intermediaries between their firm and these big clients, providing market insights, executing trades, and offering tailored investment solutions. Their role often requires strong financial acumen, relationship-building skills, and a deep understanding of client needs within the financial markets.

What are the key skills and qualifications needed to thrive as an Institutional Sales professional, and why are they important?

To thrive as an Institutional Sales professional, you need a deep understanding of financial markets, strong analytical skills, and a background in finance or business—often supported by a bachelor's degree or higher. Familiarity with CRM software, Bloomberg terminals, and relevant financial certifications such as CFA or Series 7 are typically required. Outstanding interpersonal skills, persuasive communication, and relationship-building abilities help set top performers apart. These skills and qualifications are critical for building trust with institutional clients, driving sales, and navigating complex financial products.
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Institutional Sales jobs near you

Director, Institutional Sales

Concurrent Investment Advisors

Tampa, FL

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Description
The Director of Institutional Sales is responsible for driving new business growth within the institutional retirement space by developing and executing sales strategies focused on medium to large market ($7M+ plan size or greater) retirement plan opportunities. This role plays a key part in expanding the firm’s institutional footprint through outbound prospecting, partner relationships, and direct sales efforts. 
This individual is expected to proactively generate opportunities, penetrate new markets, manage complex sales cycles, and consistently deliver results in a competitive environment, with a particular focus on medium to large market and state mandated plans. 

Responsibilities
  • Build and cultivate relationships with sales teams at partner organizations to drive institutional retirement plan sales 
  • Conduct outbound prospecting, cold calling, and lead generation to identify and advance new opportunities 
  • Develop and execute sales strategies to expand beyond existing partnerships and uncover untapped markets 
  • Promote and sell institutional retirement partnership opportunities to Concurrent’s field advisors 
  • Become proficient with internal AI tools to enhance prospecting and business development efforts 
  • Manage relationships across key sales channels, including payroll vendors, TPAs, and strategic partners 
  • Conduct virtual and in-person presentations to prospective clients and partner organizations 
  • Represent the firm at conferences, roadshows, and industry events to promote institutional retirement solutions 
  • Utilize CRM systems to track sales activity, manage pipelines, and forecast opportunities 
  • Collaborate with leadership to develop innovative sales approaches and growth initiatives 
  • Maintain strong knowledge of institutional retirement offerings, including ERISA 3(38) fiduciary services and competitive positioning 
  • Monitor market trends, competitor activity, and regulatory developments impacting institutional retirement sales 
  • Meet or exceed established sales targets and performance expectations 
  • Provide feedback and insights to leadership to support product development and go-to-market strategy 
  • Perform other related duties as assigned to support retirement sales initiatives

Qualifications
  • Bachelor’s degree in Business, Finance, or a related field preferred, or equivalent relevant experience 
  • Three to five years of sales experience within institutional retirement, financial services, or a related field 
  • Minimum of two years of experience in retirement or institutional sales 
  • Series 65 or 66
  • Demonstrated success in cold calling, prospecting, and lead generation 
  • Strong understanding of ERISA 3(38) fiduciary services and institutional retirement plan structures 
  • Self-motivated and results-driven, with the ability to independently source and close business 
  • Excellent communication, presentation, and relationship-building skills 
  • Proficiency with CRM platforms and Microsoft Office applications 
  • Strategic mindset with the ability to identify opportunities and execute effective sales strategies
Compensation

Salary: $90,000 – $120,000 annually, plus sales incentive bonus.
Location and Travel
This role is will be located in Tampa, FL however remote will be considered for well qualified candidates. 
Travel may approach approximately 15% depending on pipeline activity and opportunity development.

Benefits
  • 401(k) matching
  • Dental Insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
  • Equity