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Institutional Sales Jobs (NOW HIRING)

Associate - Institutional Sales Location : New York, NY; (In-person) Status : Full-time; Exempt Reports to : Institutional Sales Leadership Typical Work Hours : 8:30 a.m. to 5:00 p.m. Monday to ...

Associate - Institutional Sales Location : New York, NY; (In-person) Status : Full-time; Exempt Reports to : Institutional Sales Leadership Typical Work Hours : 8:30 a.m. to 5:00 p.m. Monday to ...

Executive - Institutional Sales Location: New York, NY (On-site) Status: Full-time; Permanent Reports to: Head of Institutional (International) Since 1999, Monex USA has provided corporate clients ...

Institutional Sales The Role: Principal, Institutional Sales Gemini is seeking a highly experienced Institutional Sales & OTC Lead (Principal-level) to own and grow our institutional OTC and broader ...

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 ...

Institutional Sales The Role: Senior Principal, Institutional Sales Gemini is seeking a highly experienced Institutional Sales & OTC Senior Principal to own and grow our institutional OTC and broader ...

Institutional Sales The Role: Principal, Institutional Sales Gemini is seeking a highly experienced Institutional Sales & OTC Lead (Principal-level) to own and grow our institutional OTC and broader ...

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 ...

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Institutional Sales information

See salary details

$149.5K

$162.5K

$174K

How much do institutional sales jobs pay per year?

As of Jul 27, 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.
More about Institutional Sales jobs
What cities are hiring for Institutional Sales jobs? Cities with the most Institutional Sales job openings:
What are the most commonly searched types of Institutional Sales jobs? The most popular types of Institutional Sales jobs are:
What states have the most Institutional Sales jobs? States with the most job openings for Institutional Sales jobs include:
Infographic showing various Institutional Sales job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, 1% Temporary, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.
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.