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Institutional Sales Assistant information

What is an institutional sales assistant?

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 does an institutional sales assistant do?

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 skills and qualifications are needed to thrive as an institutional sales assistant?

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 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.

How much do institutional sales assistants make?

Institutional sales assistants typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the size of the firm. Compensation may also include bonuses and commissions based on sales performance, and strong communication and financial knowledge are important for success in this role.

What are the most commonly searched types of Institutional Sales jobs in Florida?

The most popular types of Institutional Sales jobs in Florida are:

What are popular job titles related to Institutional Sales Assistant jobs in Florida?

For Institutional Sales Assistant jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Institutional Sales Assistant jobs in Florida look for?

The top searched job categories for Institutional Sales Assistant jobs in Florida are:

What cities in Florida are hiring for Institutional Sales Assistant jobs?

Cities in Florida with the most Institutional Sales Assistant job openings:

Institutional Sales Assistant jobs near you
Infographic showing various Institutional Sales Assistant job openings in Florida as of August 2026, with employment types broken down into 82% Full Time, 17% Part Time, and 1% Contract. Highlights an 76% Physical, 1% Hybrid, and 23% Remote job distribution.

Institutional Client Solutions (ICS) Private Capital Group (LatAm), Principal

Uloop Inc.

Miami, FL • On-site

$225 - $250/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Capital Formation Leader

The individual will help lead capital formation efforts with ultra‑high‑net‑worth individuals (uhnwis) and family offices in Latin America, with a primary focus on Mexico. The role requires deep familiarity with the private wealth landscape, strong commercial expertise, and effective communication of sophisticated investment strategies to senior‑level executives, including CIOs, principals, and UBOs. The position will be based in Miami or New York.

Key Responsibilities
  • Raise capital for the firm's private market strategies (e.g., private equity, credit, real estate, infrastructure) from family offices and uhnwis in Mexico and selected Latin American markets.
  • Help develop a coordinated and systematic plan to accelerate asset growth with family offices and uhnwis in the region.
  • Lead and manage client relationships, acting as the main point of contact for key stakeholders including CIOs, family principals, and advisors.
  • Educate prospective investors on fund strategies, structures, performance, and market views.
  • Collaborate closely with the broader private capital, private wealth, and institutional sales teams, product specialists, legal, and marketing teams.
  • Represent the firm at regional events, conferences, and client meetings across Latin America.
  • Maintain a strong understanding of regional market trends, regulatory developments, and family office dynamics.
Qualifications
  • 10 years of experience in private banking, private markets distribution, or capital raising within the Latin American region, ideally with a focus on Mexico.
  • Demonstrated success in fundraising or client coverage with family offices and uhnwis.
  • Strong network of professional relationships with Latin American family offices and private wealth platforms (mainly in Mexico).
  • Strong understanding of alternative investments and portfolio construction for private clients.
  • Excellent interpersonal and communication skills; credibly engages with sophisticated investors.
  • Self‑starter; works well independently in a cross‑border, dynamic environment.
  • Fluency (written and verbal) in both Spanish and English.

Expected annual base salary range: $225,000 - $250,000. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location.

For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.

Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at Blackstone's sole discretion.

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ULoop logo

About ULoop

Sourced by ZipRecruiter

Industry

Internet and it

Company size

1 - 10 Employees

Headquarters location

Nashville, TN, US

Year founded

2007

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