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Institutional Sales Assistant Jobs (NOW HIRING)

UBS

Sales Assistant

New York, NY · On-site

$130K/yr

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

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

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

Wolfe Research

Equity Sales Assistant

New York, NY · Remote

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 ...

TD Bank

VP, Institutional Equity Sales

Chicago, IL · On-site

Senior Sales Professional TD Securities' Midwest and Texasbased Institutional Sales team is seeking ... S. to assist in meeting the Banks objectives * Develops an institutional investor base in the U.S ...

New

Td

VP, Institutional Equity Sales

Chicago, IL

$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 ...

TD Bank Group

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 Jul 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 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.

What jobs make $1,000,000 a year?

In the context of an Institutional Sales Assistant, earning $1,000,000 annually is uncommon; such high earnings are typically associated with top executives, successful entrepreneurs, hedge fund managers, or investment bankers. These roles often require extensive experience, advanced skills, and significant responsibility, and income may include bonuses, commissions, or profit sharing. Most professionals in sales support roles do not reach this income level without advancing into senior or executive positions.

How much do institutional sales people make?

Institutional sales assistants typically earn between $50,000 and $80,000 annually, with experienced professionals and those in senior roles earning higher salaries. Compensation can include bonuses and commissions based on sales performance, and strong communication and financial knowledge are important for success in this role.

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.

Can you make $500,000 a year in sales?

Institutional Sales Assistants typically do not earn $500,000 annually, as this level of income is more common in senior sales roles or positions with commission-based structures in high-value industries. Most salaries for this role are significantly lower, often supplemented by bonuses or commissions based on sales performance. Achieving such a high income generally requires extensive experience, a strong client network, and advanced sales skills.

What is the role of institutional sales?

An institutional sales assistant supports the sales team by helping to manage relationships with large organizations such as banks, pension funds, and mutual funds. They assist in preparing sales materials, coordinating client communications, and understanding financial products to facilitate sales strategies. Strong communication skills and knowledge of financial markets are essential for 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 July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.
Sales Assistant

Sales Assistant

UBS - Experienced professionals - job boards

New York, NY • On-site

$20.50 - $26.75/hr

Other

Posted 25 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

15th of 144 rated banks

Job description

We are seeking a highly motivated and detail-oriented Sales Assistant to support the Senior Relationship Management team and ARC team within our Investment Banking platform. This individual will play a critical role in enabling front-office productivity by managing complex schedules, coordinating logistics, and ensuring seamless execution of day-to-day sales and client activities.
The ideal candidate thrives in a fast-paced environment, demonstrates a strong sense of urgency, and brings a proactive, team-first mindset. This role requires excellent organizational skills, the ability to multitask effectively, and confidence handling time-sensitive requests and ad hoc projects.
Key Responsibilities
Manage and coordinate complex, multi-party calendars for senior relationship managers, including internal and external client meetings
Serve as a central point of coordination for sales desk activity, ensuring efficient communication across teams
Support sales teams in servicing institutional clients by handling inquiries, tracking follow-ups, and maintaining high service standards
Prepare and maintain client-facing materials such as pitchbooks, presentations, market updates, and product summaries
Coordinate client meetings and internal forums, including logistics and materials preparation
Manage travel planning (domestic and international) and ensure timely submission of T&E expenses in compliance with internal policies
Help maintain CRM systems and client databases
Handle ad hoc projects for senior leadership, demonstrating proactive problem-solving and sound judgment

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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