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Institutional Sales Assistant Jobs (NOW HIRING)

Monex USA

Associate - Institutional Sales

New York, NY · On-site

$50K - $70K/yr

Job Title : Associate - Institutional Sales Location : New York, NY; (In-person) Status ... Support client meetings and proposal development. * Assist with institutional coverage initiatives ...

Monex

Associate - Institutional Sales

New York, NY · On-site

$50K - $70K/yr

Job Title : Associate - Institutional Sales Location : New York, NY; (In-person) Status ... Support client meetings and proposal development. * Assist with institutional coverage initiatives ...

D.A. Davidson

Institutional Sales Associate

Omaha, NE

$33.65 - $38.46/hr

The Sales Assistant will play a critical role in onboarding institutional clients, resolving trade and compliance issues, and ensuring smooth operations support across Sales, Trading, and ...

D.A. Davidson

Institutional Sales Associate

Omaha, NE

$33.65 - $38.46/hr

The Sales Assistant will play a critical role in onboarding institutional clients, resolving trade and compliance issues, and ensuring smooth operations support across Sales, Trading, and ...

D.A. Davidson

Institutional Sales Associate

Denver, CO

$33.65 - $38.46/hr

The Sales Assistant will play a critical role in onboarding institutional clients, resolving trade and compliance issues, and ensuring smooth operations support across Sales, Trading, and ...

D.A. Davidson

Institutional Sales Associate

Omaha, NE · On-site

$33.65 - $38.46/hr

The Sales Assistant will play a critical role in onboarding institutional clients, resolving trade and compliance issues, and ensuring smooth operations support across Sales, Trading, and ...

D.A. Davidson

Institutional Sales Associate

Denver, CO

$33.65 - $38.46/hr

The Sales Assistant will play a critical role in onboarding institutional clients, resolving trade and compliance issues, and ensuring smooth operations support across Sales, Trading, and ...

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

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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 Jul 27, 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.

What jobs make $1,000,000 a year?

In the context of an Institutional Sales Assistant, earning $1,000,000 annually is uncommon; such high earnings are typically associated with top executives, successful entrepreneurs, hedge fund managers, or investment bankers. These roles often require extensive experience, advanced skills, and significant responsibility, and income may include bonuses, commissions, or profit sharing. Most professionals in sales support roles do not reach this income level without advancing into senior or executive positions.

How much do institutional sales people make?

Institutional sales assistants typically earn between $50,000 and $80,000 annually, with experienced professionals and those in senior roles earning higher salaries. Compensation can include bonuses and commissions based on sales performance, and strong communication and financial knowledge are important for success in this role.

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.

Can you make $500,000 a year in sales?

Institutional Sales Assistants typically do not earn $500,000 annually, as this level of income is more common in senior sales roles or positions with commission-based structures in high-value industries. Most salaries for this role are significantly lower, often supplemented by bonuses or commissions based on sales performance. Achieving such a high income generally requires extensive experience, a strong client network, and advanced sales skills.

What is the role of institutional sales?

An institutional sales assistant supports the sales team by helping to manage relationships with large organizations such as banks, pension funds, and mutual funds. They assist in preparing sales materials, coordinating client communications, and understanding financial products to facilitate sales strategies. Strong communication skills and knowledge of financial markets are essential for this role.
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:
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Institutional Sales Assistant jobs near you
Infographic showing various Institutional Sales Assistant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. 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 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.

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