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Institutional Sales Assistant Jobs (NOW HIRING)

Td

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.
Relationship Management Associate, US Institutional

Relationship Management Associate, US Institutional

T Rowe Price

Baltimore, MD • Hybrid

$39K - $49K/yr

Other

Posted 4 days ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Role Summary

The Relationship Management Associate (RMA) supports the US Institutional business by partnering with senior relationship managers to drive client engagement, support sales and retention efforts, and coordinate regional activities across a diverse institutional client base.

This role works cross-functionally across the firm to prepare senior relationship managers to deliver high-quality client experiences that drive commercial outcomes. The RMA plays a key role in managing day-to-day client interactions, supporting pipeline development, and contributing to the achievement of sales objectives.

Responsibilities

  • Partner with relationship managers to support the retention and growth of institutional clients. Develop an understanding of client needs, business objectives, and market dynamics to help identify and advance opportunities.
  • Serve as a primary internal point of contact for day-to-day client activity, ensuring timely, accurate, and high-quality responses. Coordinate across internal teams to deliver solutions, resolve issues, and maintain strong client satisfaction.
  • Support lead generation and pipeline management through search activity, client research, market insights, and proactive engagement. Assist in positioning products and solutions aligned to client needs and firm capabilities.
  • Collaborate with partners across distribution, marketing, client operations, and investment teams to support client service activities, campaigns, and strategic projects. Contribute to the development of messaging and materials.
  • Analyze client activity, performance metrics, and industry trends to inform strategies and identify opportunities. Support reporting, tracking, and continuous improvement of sales and relationship outcomes.

Qualifications

Required:

  • Bachelor's degree or equivalent experience
  • 3+ years of relevant experience in asset management, institutional sales, or client service
  • This role requires FINRA Series 7 and 63 licenses. Licenses may be obtained within first 6 months of hire if not currently held.

Preferred:

  • Strong project management, organizational, and multitasking skills
  • Excellent communication skills (written and verbal)
  • Creative thinker with professional maturity and ability to engage stakeholders at all levels, specifically senior management
  • Proficiency in Excel, PowerPoint, and leveraging technology/AI for efficiency
  • Progress toward or interest in obtaining the CFA designation

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

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