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Institutional Sales Assistant Jobs (NOW HIRING)

Manulife

AVP Institutional Sales

California, MD · On-site

Coordinate with the private market sales team to develop leads and assist in closing new business ... Collaborate with institutional marketing to develop thoughtful campaigns and outreach to increase ...

Commerce Bank

Manager, Institutional Sales

Kansas City, MO · On-site

$158K - $187K/yr

Work with Senior Institutional line of business management to achieve company-wide institutional ... Bank. * Assist with developing sales and individual deal strategy. This will include structure ...

Polymarket

Institutional Sales Associate

New York, NY · On-site

$15.25 - $20.75/hr

... opportunities to expand * Assist in preparing materials for client meetings, pitches, and ... institutional sales support, prime brokerage, trading operations, capital markets, or similar

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

Wolfe Research

Equity Sales Assistant

New York, NY · Remote

The Sales Assistant role is a great opportunity for a strong candidate with a personality that ... General interest in financial markets with a familiarity of equity markets and the institutional ...

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 ...

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Institutional Sales Assistant information

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$149.5K

$162.5K

$174K

How much do institutional sales assistant jobs pay per year?

As of Jun 9, 2026, the average yearly pay for institutional sales assistant 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 are the key skills and qualifications needed to thrive as an Institutional Sales Assistant, and why are they important?

To thrive as an Institutional Sales Assistant, you typically need a background in finance or business, strong analytical skills, and experience with data management. Familiarity with CRM systems, Bloomberg Terminal, and Microsoft Excel is common, and some roles may require FINRA certifications such as the Series 7 or 63. Excellent organizational abilities, attention to detail, and clear communication skills help you support sales teams and build client relationships. These competencies are essential for efficiently managing client accounts, streamlining sales processes, and ensuring the accuracy and professionalism required in institutional finance.

How does an Institutional Sales Assistant typically support the sales team and clients on a daily basis?

An Institutional Sales Assistant plays a key role in supporting the sales team by handling client inquiries, preparing sales presentations, and managing account documentation. Daily tasks often include coordinating meetings, updating client records, processing trade orders, and ensuring compliance with internal and regulatory policies. The role requires strong organizational skills and frequent collaboration with portfolio managers, traders, and compliance teams to deliver timely and accurate service to institutional clients. This environment provides valuable exposure to both sales and investment operations, offering a solid foundation for career progression within institutional finance.

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

AspectInstitutional Sales AssistantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like FINRA Series 7 or 63 may be preferredRequires a bachelor's degree; certifications such as Series 7, 66, or CFP are common
Work EnvironmentSupports sales teams in financial institutions; works in office settingsWorks directly with individual clients; may work in offices or remotely
Employer & IndustryFinancial firms, asset managers, banksFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding roles supporting institutional sales teamsAdvising clients on investments and financial planning

The main difference is that an Institutional Sales Assistant supports sales teams focused on institutional clients, while a Financial Advisor works directly with individual clients to provide financial planning and investment advice. Both roles require similar certifications and work in the financial industry, but their target clients and daily responsibilities differ.

What are Institutional Sales Assistants?

Institutional Sales Assistants are professionals who support institutional sales teams in financial services firms, such as investment banks or asset management companies. Their responsibilities often include preparing sales materials, maintaining client databases, assisting with client communications, and coordinating meetings or presentations for large institutional clients like pension funds or mutual funds. They play a crucial role in ensuring that the sales process runs smoothly and that clients receive timely and accurate information. This role typically requires strong organizational skills, attention to detail, and a good understanding of financial products and markets.
What cities are hiring for Institutional Sales Assistant jobs? Cities with the most Institutional Sales Assistant 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 Assistant jobs? States with the most job openings for Institutional Sales Assistant jobs include:
What job categories do people searching Institutional Sales Assistant jobs look for? The top searched job categories for Institutional Sales Assistant jobs are:
Institutional Sales Assistant jobs near you
Infographic showing various Institutional Sales Assistant job openings in the United States as of June 2026, with employment types broken down into 3% As Needed, 18% Full Time, 78% Part Time, and 1% Temporary. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.

Institutional Equity Sales

B. Riley Securities

Arlington, NY • On-site

Full-time

Posted 16 days ago

Job description

Position: Institutional Equity Salesperson
Company Description
B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking services include initial, secondary and follow-on offerings, institutional private placements, merger and acquisition (M&A) advisory, SPACs, corporate restructuring and recapitalization. B. Riley is nationally recognized and highly ranked for its proprietary small-cap equity research.
Position Overview
We are seeking a full-time Institutional Equity Salesperson. The Salesperson will be responsible for maintaining knowledge of B Riley research, offerings and services and have a clear understanding of the investment style and needs of clients. They maintain direct contact with Institutional Investors (clients) to, among other responsibilities, facilitate meetings, conference calls, deliver written research, and develop business relationships with assigned institutional accounts Also, the successful candidate must have the capability to generate revenue at levels exceeding goals determined by firm policies, practices, and regulatory requirements. Strong communication skills are necessary as you will be expected to communicate investment ideas to institutional clients and our sales force. The successful candidate must have the ability to multi-task while under pressure and handle stressful situations in a calm and professional manner. The right candidate is a self-starter, highly motivated, and can handle multiple tasks while under little supervision. The compensation for this position is commission-based.
Key Responsibilities
  • Build and nurture relationships with institutional investors to drive sales of securities and facilitate meetings, conference calls, and delivery of research.
  • Develop a deep understanding of clients' investment styles and needs to provide tailored solutions.
  • Collaborate with the Trading Desk to resolve transaction issues and ensure seamless client experiences.
  • Achieve and exceed revenue targets through proactive client engagement and rigorous calling activity.
  • Stay informed on market trends, client strategies, and competitor activities to identify opportunities.
  • Communicate investment ideas effectively to clients and internal sales teams.
  • Train and mentor junior staff, including sales assistants, and contribute to hiring processes.
  • Provide feedback to management on departmental procedures to enhance efficiency.
  • Adhere to compliance policies and maintain high standards of client service.
Qualifications
  • 6+ years of experience in financial services or sales, with a focus on institutional sales.
  • Series 7 and 63 licenses required.
  • Proven ability to cultivate and maintain strong client relationships through proactive engagement.
  • Strong understanding of institutional sales techniques, financial markets, and processes.
  • Exceptional verbal and written communication skills, with strong negotiation and analytical abilities.
  • Ability to multitask, prioritize, and perform under pressure in a fast-paced environment.
  • Proficiency in financial software systems and a willingness to learn new tools.
  • High energy, initiative, and the ability to work independently with minimal supervision.
  • Strong interpersonal skills and experience mentoring or supervising junior staff.

Inclusion and Equal Opportunity Employment: B Riley Securities is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.

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