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Institutional Sales Associate Jobs (NOW HIRING)

Institutional Sales Associate

New York, NY · On-site +1

$15.25 - $20.75/hr

We're looking for an Institutional Sales Associate to help drive growth of our institutional business within the AMER region. This role is responsible for managing high-value institutional accounts ...

Institutional Sales Associate

New York, NY · On-site

$15.25 - $20.75/hr

We're looking for an Institutional Sales Associate to help drive growth of our institutional business within the AMER region. This role is responsible for managing high-value institutional accounts ...

Institutional Sales Associate

New York, NY · On-site

$15.25 - $20.75/hr

This role reports directly to the Head of Institutional Sales. What You'll Do * Support senior coverage on market maker and institutional client relationships - attend meetings, own follow-ups, and ...

Directly oversee asset sales management activities, which includes oversight of the Institutional Business Development Officers, Specialists, Associates and the Sales Intelligence Unit (SIU) * Work ...

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Institutional Sales Associate information

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How much do institutional sales associate jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for institutional sales associate in the United States is $17.58, according to ZipRecruiter salary data. Most workers in this role earn between $13.46 and $18.27 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Institutional Sales Associate, and why are they important?

To thrive as an Institutional Sales Associate, you need strong financial acumen, analytical skills, and a bachelor’s degree in finance, business, or a related field. Familiarity with CRM platforms, financial modeling tools, and Bloomberg Terminal is typically required, along with relevant certifications such as FINRA Series 7 or 63. Exceptional communication, relationship-building, and negotiation skills set top performers apart in engaging with institutional clients. These abilities are crucial for driving sales growth, managing large accounts, and building long-term client trust in a competitive financial services environment.

What is the difference between Institutional Sales Associate vs Financial Advisor?

AspectInstitutional Sales AssociateFinancial Advisor
CredentialsBachelor's degree, possibly licenses like Series 7/63Bachelor's degree, certifications like CFP, Series 7/66 often required
Work EnvironmentFinancial firms, investment banks, asset management companiesIndividual clients, wealth management firms, banks
Employer & IndustryFinancial institutions, investment firmsFinancial planning, wealth management
Search & Comparison IntentYesYes

Institutional Sales Associates primarily focus on selling investment products to institutional clients like pension funds and mutual funds, working within financial firms. Financial Advisors, on the other hand, serve individual clients, providing personalized financial planning and investment advice. While both roles require financial licenses and industry knowledge, their target clients and work environments differ significantly.

What is an Institutional Sales Associate?

An Institutional Sales Associate is a finance professional who works with large clients such as corporations, pension funds, and asset managers to sell financial products and services. Their main responsibilities include building relationships with institutional clients, understanding their investment needs, and offering appropriate financial solutions. They often collaborate with research and trading teams to provide market insights and execute client transactions. This role requires strong communication skills, financial knowledge, and the ability to manage high-value client accounts.

How does an Institutional Sales Associate typically collaborate with portfolio managers and research analysts in their daily work?

Institutional Sales Associates work closely with portfolio managers and research analysts to understand market trends, investment strategies, and client needs. They often facilitate communication between clients and internal teams by relaying client feedback, coordinating meetings, and providing timely updates on new products or research insights. This collaboration ensures that client portfolios are aligned with current market opportunities and that the sales team can proactively address client inquiries or concerns, ultimately strengthening client relationships and supporting business growth.
What cities are hiring for Institutional Sales Associate jobs? Cities with the most Institutional Sales Associate 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 Associate jobs? States with the most job openings for Institutional Sales Associate jobs include:
Infographic showing various Institutional Sales Associate job openings in the United States as of May 2026, with employment types broken down into 65% Full Time, 33% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $36,566 per year, or $17.6 per hour.
Institutional Sales Associate

Institutional Sales Associate

Virtus Investment Partners

Chicago, IL • On-site

$100K - $120K/yr

Full-time

Posted 16 days ago


Job description

The Duff & Phelps team brings together a rare mix of skill, experience, education and credentials in a collegial, collaborative environment.

Job Description

Duff & Phelps Investment Management - Institutional Sales Associate

At Duff & Phelps Investment Management (D&P), collaboration is not a value statement; it is how the firm operates every day. As a boutique, investmentled manager specializing in listed real assets, D&P is built on close partnership across investment, client portfolio management, marketing, and distribution teams, with a shared focus on building durable relationships with sophisticated institutional investors and consultants.

The Institutional Sales Associate role plays an essential role in the asset gathering process. Based in Chicago, this position is designed for an early to midcareer professional who wants to be fully embedded in the institutional business development effort-working sidebyside with senior sales leaders, Client Portfolio Managers, and marketing partners to support how D&P's strategies are positioned, communicated, and grown across institutional channels.

Designed for professionals with approximately 3-5 years of experience within asset management, investment consulting, or a related institutional environment, the Institutional Sales Associate role offers meaningful exposure, increasing responsibility, and visibility within the organization. You will support new business development, consultant engagement, and client growth initiatives across the full lifecycle of institutional relationships. Preparation, accuracy, and followthrough are table stakes; teamwork, curiosity, and accountability are what distinguish success in the role.

A Culture Built on Teamwork and Proximity

The Institutional Sales Associate operates within D&P's highly collaborative, Chicagocentric culture, where proximity to colleagues and active participation in discussions matter. Institutional sales at D&P is not a transactional function; it is a teambased effort built on preparation, credibility, and longterm thinking. Associates are expected to work closely with senior sales professionals, Client Portfolio Managers, and internal partners to ensure engagements are thoughtful, coordinated, and aligned with how strategies are actually managed.

You will collaborate across teams to prepare for client and consultant meetings, support outreach and followup, and ensure materials and messaging reflect D&P's investment philosophy and portfolio positioning. This partnershipdriven approach mirrors D&P's broader operating model, where roles are defined less by title and more by shared responsibility for outcomes.

Partnership Across the Commercial Organization

In addition to the daytoday sales support, the Institutional Sales Associate will contribute to broader commercial initiatives, including consultant tracking, opportunity identification, CRM management, and competitive analysis. Responsibilities include supporting RFPs and DDQs, coordinating meetings and roadshows, developing presentation materials, monitoring industry and consultant activity, and partnering with marketing and investment teams to ensure consistent and accurate positioning.

Through this work, the Institutional Sales Associate develops a deep, practical understanding of D&P's investment strategies, client segments, and institutional distribution model. This role provides insight into how institutional capital is raised and retained, and how collaboration across sales, marketing, and investment teams drives longterm growth.

Who Thrives at D&P

This role is wellsuited for a professional who values teamwork, preparation, and being close to the business. Successful Institutional Sales Associates are those who take pride in supporting others, enjoy working across functions, and want to build credibility over time within a boutique investment platform where individual contributions are visible and meaningful.

Why D&P

Professionals join Duff & Phelps Investment Management Co. because they want the depth and credibility of a true investment platform, combined with the collaboration and accessibility that comes with a boutique firm. Here, institutional sales is a shared endeavor, relationships are built on trust and substance, and success is driven by teams working together to support disciplined, longterm client growth.

Base salary range is $100,000 to $120,000/annually.

The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan.

This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.

Virtus and its affiliates is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.