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Institutional Sales Assistant Jobs (NOW HIRING)

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 Jun 9, 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.

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.
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 June 2026, with employment types broken down into 3% As Needed, 18% Full Time, 78% Part Time, and 1% Temporary. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.
Bilingual Japanese US equity sales assistant

Bilingual Japanese US equity sales assistant

BizTek People, Inc.

Manhattan, NY • Hybrid

Full-time

Medical, Dental, Life, Retirement

Posted 7 days ago

Job description

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Bilingual Japanese US Equity Sales Assistant<\/span><\/span><\/span><\/u><\/b>
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Prestigious International Financial Institution seeks an Equity Sales Assistant in its US Equity Sales Team.<\/span><\/span>
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Responsibilities include:<\/span><\/span><\/b>
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  • Supporting sales team for market daily news, translation on Company financial statements (BS, PL, Cash flow and Marketable Securities statements, etc) analysts earning models and research memos\/Q&A from English to Japanese and vice versa<\/span><\/span>
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  • Act as primary resource to multiple institutional investors in supporting client relationships for the US equity team<\/span><\/span>
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  • Interacting with clients, senior management and personnel of numerous internal departments on a daily basis.<\/span><\/span>
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  • Administrative support of senior sales, including calendar management and travel arrangements, creating client and presentation reports, maintaining client files, creating and maintaining spreadsheets and client contact information<\/span><\/span>
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  • Fielding and responding to client inquiries and requests<\/span><\/span>
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    \n <\/div><\/span>Requirements<\/h3><\/span>\n
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    Requirements<\/h3>\n
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    • Excellent written and verbal communication in both English and Japanese<\/span><\/span>
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    • Prior experience of broker dealer is a plus<\/span><\/span>
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    • Bachelor's degree preferred in Finance, Economics or equivalent experience in Financial Industry<\/span><\/span>
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    • Ideal candidate should be able to work efficiently in the fast paced environment<\/span><\/span>
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    • Well skilled with Excel and Word<\/span>
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      \n 9:00\-5:00
      \n <\/div>\n
      \n Hybrid work environment.\n <\/div><\/span>\n
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      \n <\/div><\/span>
      Benefits<\/h3>A full package\-medical, dental, life insurance, 401K<\/span>\n
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      \n <\/div><\/span>
      \n <\/body>\n<\/html>

    Apply