ZipRecruiter

Log In

1

Institutional Sales Assistant Jobs (NOW HIRING)

Wolfe Research

Equity Sales Assistant

Manhattan, NY · On-site

$80K - $90K/yr

The Sales Assistant role is a great opportunity for a strong candidate with a personality that ... General interest in financial markets with a familiarity of equity markets and the institutional ...

Wolfe Research

Equity Sales Assistant

Manhattan, NY · Remote

$80K - $90K/yr

The Sales Assistant role is a great opportunity for a strong candidate with a personality that ... General interest in financial markets with a familiarity of equity markets and the institutional ...

Mutual of America

Sales Assistant

Manhattan, NY · On-site

$40K - $60K/yr

Sales Assistant Location: New York, NY (Hybrid) Who We Are: At Mutual of America Financial Group ... institutional investors, and individuals. We work diligently to understand the needs of our ...

Td

Director, Institutional Equity Sales

Chicago, IL · Hybrid

$300K/yr

TD Securities' Midwest and Texas-based Institutional Sales team is seeking to add a senior sales ... Liaises with the Banks other operations in New York to assist in meeting the Banks objectives

Td

Director, Institutional Equity Sales

Dallas, TX · Hybrid

$300K/yr

TD Securities' Midwest and Texas-based Institutional Sales team is seeking to add a senior sales ... Liaises with the Banks other operations in New York to assist in meeting the Banks objectives

Shambaugh & Son, L.P.

Service Sales Assistant

Aurora, IL · On-site

$19 - $21/hr

... institutional, healthcare, pharmaceutical, and bio-fuel projects. Job Summary Shambaugh & Son is ... Work with Sales Manager to generate new sales and assist customers on current agreements * Identify ...

Shambaugh & Son, L.P.

Service Sales Assistant

Aurora, IL

$19 - $21/hr

... institutional, healthcare, pharmaceutical, and bio-fuel projects. Job Summary Shambaugh & Son is ... Work with Sales Manager to generate new sales and assist customers on current agreements * Identify ...

Emcor UK

Service Sales Assistant

Aurora, IL · On-site

$19 - $21/hr

... institutional, healthcare, pharmaceutical, and bio-fuel projects. Job Summary Shambaugh & Son is ... Work with Sales Manager to generate new sales and assist customers on current agreements * Identify ...

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 ...

previous pagenext page

Showing results 21-40

All JobsInstitutional Sales JobsInstitutional Sales Assistant Jobs

Institutional Sales Assistant information

See salary details

$149.5K

$162.5K

$174K

How much do institutional sales assistant jobs pay per year?

As of Aug 17, 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 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 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 August 2026, with employment types broken down into 78% Full Time, 21% Part Time, and 1% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.

Institutional Sales - Americas and Marketing - Associate

JPMorgan Chase & Co.

Manhattan, NY • On-site

$150K - $200K/yr

Full-time

Medical, Retirement

Re-posted 24 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description


Global Commodities is responsible for the sale and marketing of commodity financial products, as well as options and selected physical commodities to institutional and corporate clients around the world. Products include Precious Metals, Base Metals, Energy and Agricultural Commodities. The firm is a major market-maker and service provider global across the commodity complex.
As an Associate within Americas Sales and Marketing, this opportunity is to join and assist the institutional sales team covering Americas clients (primarily hedge funds and asset managers) across the commodities complex. Your responsibilities will include supporting the desk in day-to-day trading activities, with a particular focus on tie Investor Products/Index space. The expectation is for this hire to quickly grow into covering their own book of business and become primary point of contact for assigned coverage.
Job responsibilities:
  • Assist in the desk's day-to-day activities including account coverage, execution and content distribution as well as strategic planning and business organization
  • Assist the team in covering a broad mandate of commodity responsibilities, with a particular focus on promoting the bank's index/QIS offering.
  • Provide commodities coverage to institutional accounts and assist in strengthening the bank's presence with institutional clients in the commodity markets in both a flow and structured environment
  • Contribute to building a strong presence which challenges the existing competitors in the market place
  • Support other parts of the firm in their commodities marketing efforts
  • Become "first call" for client's commodities needs

Required qualifications, capabilities, and skills:
  • Existing Commodities experience, product knowledge as well as established contacts within the commodities client community
  • Candidate must have impeccable integrity, a strong work ethic, solid analytical skills and a genuine interest in commodity markets
  • Strong knowledge of the commodities environment; strong analytical skills; ability to execute with skill and urgency; deep knowledge of derivatives
  • Strong written and verbal communication skills
  • Excellent time management skills, attention to detail
  • Interest in the commodities and macro markets
  • Ability to work under pressure and to tight deadlines

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

What JPMorgan Chase & Co. employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply