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Institutional Sales Assistant Jobs (NOW HIRING)

PGIM

PGIM - Executive Sales Assistant

Newark, NJ · On-site

$85K - $95K/yr

Corporate - Administration What you will do The PGIM Institutional Client Group is seeking an Executive Sales Assistant (ESA) who will join the Group's ESA team to support the Business Development ...

PGIM

PGIM - Executive Sales Assistant

Newark, NJ

$85K - $95K/yr

Corporate - Administration What you will do The PGIM Institutional Client Group is seeking an Executive Sales Assistant (ESA) who will join the Group's ESA team to support the Business Development ...

Prudential

PGIM - Executive Sales Assistant

Newark, NJ

$85K - $95K/yr

Corporate - Administration What you will do The PGIM Institutional Client Group is seeking an Executive Sales Assistant (ESA) who will join the Group's ESA team to support the Business Development ...

Simplicity Group Holdings

Be Seen First

Sr. Sales Assistant

Durham, NC · On-site

$65K - $76K/yr

Senior Sales Assistant Reports to: Director, Business Development Location: In-office, Durham, NC ... Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity ...

B. Riley Securities

Senior Sales Trader

New York, NY · On-site

Investment banking services include initial, secondary and follow-on offerings, institutional ... Train and mentor junior sales traders or assistants, contribute to hiring and team development, and ...

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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 18, 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 78% Physical, 1% Hybrid, and 21% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.

PGIM - Executive Sales Assistant

Prudential Financial, Inc.

Newark, NJ • On-site

$85K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Prudential rating

8.7

Company rating: 8.7 out of 10

Based on 49 frontline employees who took The Breakroom Quiz

71st of 309 rated insurance

Job description

Job Classification:
Corporate - Administration
What you will do
The PGIM Institutional Client Group is seeking an Executive Sales Assistant (ESA) who will join the Group's ESA team to support the Business Development team. The ideal candidate is someone who will thrive in a demanding work environment, has prior experience supporting senior executives and/or sales professionals and is willing to take ownership of a multitude of tasks in providing support for a designated team/sales region.
This is a hybrid role working out of our Newark office three days per week.
What you can expect
  • CRM Activities - Provide sales support as a power user of the Group's Salesforce platform. Create organization and contact records, grant and remove access for client reporting and communication preferences, and build out contact and organization profiles in Salesforce through use of a variety of third-party data providers and data entry.
  • Enter call notes and top opportunities for sales representatives and proactively update top opportunities.
  • Review audit reports for assigned sales representatives from Salesforce and update records as needed. Pull client or fund manager profiles from databases like Preqin, MMD, etc.
  • Coordinate all meeting logistics for in person, virtual and hybrid meetings, including more advanced meetings such as roadshows, property tours, education sessions, or due diligence meetings (i.e., securing conference rooms, technology access, security, food & beverage, building agendas, obtaining materials).
  • Secure sales representative's client meeting materials largely through technology tools (such as Seismic and Salesforce).
  • Manage the schedule/calendar for assigned sales representatives as needed and arrange travel and expense reimbursements.
  • Secure compliance approval and pre-approvals as needed for client gift and entertainment, travel, and related meeting expenses.

What you will bring
  • Bachelor's Degree preferred.
  • 7 or more years of executive assistant, project management, sales support or other transferrable experience in a fast-paced and demanding environment.
  • Proficient in technology systems such as Salesforce, Seismic, PowerBI, Microsoft Word, Power Point, Excel, and Teams
  • Strong editing and proofreading skills and attention to detail.
  • High degree of professionalism and strong work ethic coupled with a sense of responsibility and integrity.
  • Flexibility to work the hours needed as required to meet business demands.
  • Ability to work collaboratively to problem-solve, and independently with minimal direction, work under tight time constraints, and be able to prioritize work.

Note: Prudential is required by state-specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $85,000 to $95,000.Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
About the PGIM Institutional Client Group
The Institutional Client Group (ICG) is responsible for leading the development and implementation of the global strategy for PGIM's institutional client engagement, capital raising and business development activities across key markets and asset classes. The team partners closely with PGIM's investment, marketing and product teams to deliver solutions for our clients and consultants. The team also focuses on building and maintaining strong, long-term relationships with the largest pensions, endowments, corporations, unions, sovereign wealth funds and family offices globally.
What we offer you:
  • Market competitive base salaries, with a yearly bonus potential at every level.
  • Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
  • 401(k) plan with company match (up to 4%).
  • Company-funded pension plan.
  • Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
  • Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
  • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

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