ZipRecruiter

Log In

1

Institutional Sales Assistant Jobs in Michigan (NOW HIRING)

EMCOR Group Inc

Shambaugh & Son, L.P.

Kalamazoo, MI · On-site

... institutional, healthcare, pharmaceutical, and bio-fuel projects. Shambaugh & Son L.P. is seeking ... timely manner to ensure sale is captured * Assist the customer over the phone in emergency ...

next page

Showing results 1-20

All JobsInstitutional Sales JobsInstitutional Sales Assistant JobsInstitutional Sales Assistant Jobs in Michigan

Institutional Sales Assistant information

See Michigan salary details

$18K

$52.7K

$109.8K

How much do institutional sales assistant jobs pay per year?

As of Aug 18, 2026, the average yearly pay for institutional sales assistant in Michigan is $52,687.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,614.00 and $66,302.00 per year, depending on experience, location, and employer.

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 Michigan?

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

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

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

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

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

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

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

Institutional Sales Assistant jobs near you
Infographic showing various Institutional Sales Assistant job openings in Michigan as of August 2026, with employment types broken down into 77% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $52,687 per year, or $25.3 per hour.

Branch Administrator (Birmingham, MI)

Oppenheimer

Birmingham, MI

Full-time

Re-posted 6 days ago

Job description

Who We Are:

Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

The Oppenheimer Private Client Group is seeking a Branch Administrator for its Birmingham, MI office. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. This role will report to the Regional Manager and handle details of a highly confidential and critical nature.

Responsibilities:

Branch Coordinator Responsibilities:

  • Manage branch accounts payable and process invoices and payments
  • Registration and licensing of registered branch personnel and update Form U4s
  • Approve timecards and track employee time off for non-exempt staff
  • Order business cards and stationary
  • Building service requests
  • Office supply coordinator
  • Technology support: computers, printers, phones
  • Facilities management

HR Responsibilities:

  • Coordinate with HR and home office to process paperwork for recruits and new hires
  • Onboard new recruits
  • Ensure branch personnel records are accurate and current
  • Liaison with HR on compensation and benefits inquiries
  • Assist Branch Manager with personnel issues and concerns

Assistant to Branch Manager:

  • Maintain Branch Performance Report
  • Process travel and expense reports for branch personnel
  • Track recruiting efforts and manage transition process for new recruits
  • Coordinate wholesaler and other branch meetings
  • Events planning as required

Qualifications/Requirements:

  • Bachelors degree required
  • 1-2 years financial services/fixed income experience would be highly beneficial
  • Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
  • Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
  • FINRA Registrations: SIE, Series 7 and Series 66

Apply