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Institutional Sales Assistant Jobs (NOW HIRING)

Infinity9 Investment Group

Sales Assistant

Miami, FL · On-site

$18 - $23.50/hr

S. institutional real estate opportunities. The firm partners exclusively with best-in-class ... Role Description The Sales Assistant internship role is an on-site position based in Miami, FL. The ...

UBS

Sales Assistant

New York, NY · On-site

$20.50 - $26.75/hr

... teams in servicing institutional clients by handling inquiries, tracking follow-ups, and ... Your skills and experience • Ideally 5+ years of experience as a Sales Assistant, Team Assistant ...

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 ...

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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 Sep 7, 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.

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 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 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.

Sales Assistant

Infinity9 Investment Group

Miami, FL • On-site

$18 - $23.50/hr

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Company Description Infinity9 Investment Group is a boutique investment manager focused on connecting Latin American wealth with U.S. institutional real estate opportunities. The firm partners exclusively with best-in-class sponsors and designs protective structures that prioritize risk management before pursuing growth. Infinity9 invests its own capital alongside clients, reinforcing alignment, transparency, and trust. The company’s mission is to provide Latin American investors with access, clarity, and long-term value creation, transforming capital into enduring legacy.

Role Description The Sales Assistant internship role is an on-site position based in Miami, FL. The intern will support the sales team by assisting with client outreach, preparing presentations and sales materials, and maintaining accurate records in CRM and tracking systems. Daily responsibilities include responding to client inquiries, coordinating meetings, organizing documents and reports, and supporting follow-up activities to nurture client relationships. The Sales Assistant will collaborate with team members across functions to ensure consistent communication, contribute to sales initiatives, and learn about real estate investment products and services.

Qualifications

  • Strong interpersonal skills and customer service abilities to build relationships and support clients effectively.
  • Clear and professional communication skills, both written and verbal, for client interactions and internal collaboration.
  • Interest in sales and investment services, with foundational sales skills and a willingness to learn and grow in the role.
  • Solid organization skills, including attention to detail, time management, and the ability to handle multiple tasks.
  • Proficiency with office productivity tools (e.g., Microsoft Office or Google Workspace) and basic CRM familiarity is beneficial.
  • Ability to work on-site in Miami, FL, in a collaborative team environment.
  • Academic background or coursework in business, finance, economics, or a related field is a plus.
  • Professional demeanor, reliability, and a strong interest in real estate and investment management.

Apply