ZipRecruiter

Log In

1

Institutional Sales Assistant Jobs in Indiana (NOW HIRING)

Ivy Tech

Salesforce Administrator

Indianapolis, IN · Hybrid

$250/wk

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Work with our institutional management team to establish suitable processes to support ... Assistant Vice President of CRM Operations SUPERVISION GIVEN: None HIRING RANGE : $70,000-80,000 ...

Ivy Tech

Salesforce Administrator

Indianapolis, IN · On-site

$250/wk

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Work with our institutional management team to establish suitable processes to support ... Assistant Vice President of CRM Operations SUPERVISION GIVEN: None HIRING RANGE : $70,000-80,000 ...

Polycor, Inc.

Market Development Coordinator

Bedford, IN · On-site

$21.50 - $24/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... * Assist with product specification efforts, sales documentation, and general administrative ... and institutional, commercial and residential projects. For more information, visit Polycor ...

AAAG-Indiana LLC

Driver-Part-Time

Jeffersonville, IN · On-site

$13/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Drive vehicles through Auction lanes on sale day in a safe manner. Drive vehicles to and from ... Assist with getting vehicles operating as needed. If necessary, inflate tires and jump start ...

EMCOR Group Inc

Shambaugh & Son, L.P.

Fort Wayne, IN · On-site

$17.75 - $23.25/hr

... institutional, healthcare, pharmaceutical, and bio-fuel projects. Shambaugh & Son L.P. is seeking ... Generate customer reports and assist with performance tracking. * Support compliance, contract ...

America's Auto Auction

Driver-Part-Time

Jeffersonville, IN · On-site

$13/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Auction sale lanes on designated sale days and in compliance with Auction safety rules and ... Assist with getting vehicles operating as needed. If necessary, inflate tires and jump start ...

Shambaugh & Son, L.P.

Account Coordinator

Fort Wayne, IN · On-site

$19.75 - $25.75/hr

... institutional, healthcare, pharmaceutical, and bio-fuel projects. Job Summary Shambaugh & Son L.P ... Generate customer reports and assist with performance tracking. * Support compliance, contract ...

Shambaugh & Son, L.P.

Account Coordinator

Fort Wayne, IN

$19.75 - $25.75/hr

... institutional, healthcare, pharmaceutical, and bio-fuel projects. Job Summary Shambaugh & Son L.P ... Generate customer reports and assist with performance tracking. * Support compliance, contract ...

Nelnet

Security Advisor

Indianapolis, IN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... related to current institutional policies, business practices and procedures, network ... Security Advisors assist with sales and marketing activities: * Participate in sales calls as a ...

Indiana Wesleyan University

Admissions Counselor

Marion, IN · On-site

$38K - $51K/yr

Institutional Relationships and Representation * Coordinate recruitment efforts with student ... Readily assist admissions team members with admissions events and needs, including visit days ...

previous pagenext page

Showing results 21-40

All JobsInstitutional Sales JobsInstitutional Sales Assistant JobsInstitutional Sales Assistant Jobs in Indiana

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.

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

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

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

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

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

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

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

Associate Director of Student Success

Saint Mary-Of-The-Woods College

Saint Mary Of The Woods, IN

Full-time

Re-posted 15 days ago

Job description

Description

Saint Mary-of-the-Woods College (SMWC), a Catholic liberal arts institution founded by the Sisters of Providence, seeks an energetic, student-centered Associate Director of Student Success to lead initiatives that promote student achievement, persistence, and belonging. The Associate Director will oversee the College's Summer Bridge Program and the 21st Century Scholars Program, ensuring that underrepresented, first-generation, and conditionally admitted students are supported through their transition to and success in college.


Working under the direction of the Director of Student Services for Student Success, the Associate Director provides leadership in designing, implementing, and assessing academic support initiatives that align with institutional goals for retention, equity, and holistic student development.


 Program Leadership and coordination

  • Plan, implement, and assess the Summer Bridge Program, focusing on academic readiness, college transition, and community building for incoming students.
  • Serve as the campus lead for the 21st Century Scholars Program, ensuring compliance with state requirements and supporting student engagement, persistence, and completion.
  • Collaborate with Academic Affairs, Student Life, and Admissions to identify and support students who may benefit from early or ongoing academic interventions.
  • Develop and coordinate academic workshops, mentoring programs, and co-curricular initiatives that promote student success and belonging.
  • Collect, track, and analyze data on program participation, retention, and outcomes; prepare reports and use data for continuous improvement.

Student Success and Support

  • Provide individualized academic coaching and success planning for students participating in the Summer Bridge or 21st Century Scholars programs.
  • Serve as a resource for students navigating academic challenges, referring them to tutoring, counseling, advising, and other campus resources.
  • Build strong relationships with students to foster engagement, confidence, and persistence.
  • Collaborate with faculty and staff to create a supportive and inclusive learning environment.
  • Assist the Director of the LRC in supervising student employees, peer mentors, and/or professional tutors connected to bridge or scholar programs.
  • Develop program budgets and monitor expenditures in alignment with institutional and grant guidelines.
  • Contribute to LRC assessment, reporting, and strategic planning efforts.
  • Participate in campus committees and initiatives that advance academic support and student success
Supervision: 
  • Student Assistants and Academic Peers

Working Conditions:

  • Normal office environment
  • Some evening and weekend hours
  • Same day business travel as needed
  • Overnight business travel as needed
  • Performing repetitive movements

Requirements

 Minimum Qualifications:

  • Bachelor's degree - Master's degree Preferred
  • Minimum of two years of experience in student success, academic support, or program coordination in a higher education setting.
  • Demonstrated commitment to working with first-generation, underrepresented, and at-risk college students.
  • Strong organizational, interpersonal, and communication skills.
  • Experience with program assessment and data-informed decision making.

Apply