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Institutional Sales Assistant Jobs (NOW HIRING)

Abacus Life

Sales Assistant Coordinator

Orlando, FL · On-site

$60K - $65K/yr

... institutional services. With a focus on longevity-based assets, personalized financial planning ... The Sales Assistant Coordinator will work closely with Account Executives, sales leadership ...

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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 ...

Citigroup, Inc.

Sales Support Specialist

Tampa, FL · On-site

$79K - $118K/yr

... * Assist with internal/external audit reviews and inquiries * Partner with other SP Business ... Institutional Sales Support Time Type: Full time Primary Location: Tampa Florida United States ...

StoneX Group

Repo Sales/Trading Assistant

Manhattan, NY · On-site

$80K - $90K/yr

With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate ... Repo Sales/Trading Assistant to work with current Repo team * Liaison between Repo desk and ...

Corporate One FCU

Fixed Income Sales Assistant

Columbus, OH · On-site

$72K - $78K/yr

... driven Fixed Income Sales Assistant to support our investment sales team and broader asset ... Strong understanding of fixed income markets and institutional investment strategies * Proficiency ...

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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:
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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.
Institutional Client Operations Analyst

Institutional Client Operations Analyst

Fisher Investments

Plano, TX • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors, internationally. Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more!


The Opportunity:

The Client Operations Analyst works directly with our Asset Management Sales and Client Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. You will report to the Team Leader who will support your skill and career development. You will also act as a project manager to improve current processes, along with resolving operational issues associated with the complex workings of international accounts that trade in overseas equity markets.


The Day-to-Day:

  • Manage the onboarding of new institutional segregated and fund accounts primarily based in the Americas and Asia Pacific (APAC) regions
  • Subject matter expert as it relates to international institutional funds and separately managed accounts
  • Assist the Institutional Sales and Client Services Relationship Managers with complex client service requests
  • Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors
  • Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
  • Coordinate with custodians to support institutional accounts, along with leading contract negotiation and revisions between clients and internal teams
  • Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements
  • Communicate detailed international institutional investor account information to senior members of the Company
  • Aid the Institutional Client Operations Team Leader with the ongoing development of the team

Your Qualifications:

  • Bachelor's degree or equivalent combination of education/experience
  • At least 4-5 years professional experience in the financial services industry; experience working with APAC clients is helpful
  • Familiar with securities, financial markets and institutional account types
  • Excellent communication skills and experience with customer/client service
  • Project management experience, ability to adjust workload based on priority, and passion with process improvements
  • Responsible, accountable, detail-oriented and internally motivated

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, 10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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