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Institutional Sales Associate Jobs in California

wafna

Sales Associate

Santa Fe Springs, CA

$14.25 - $19.25/hr

Under the general supervision, the Sales Associate is the principal selling agent for the company and is responsible to achieve the short and long-range sales objectives for the Institutional ...

wafna

Sales Associate

Santa Fe Springs, CA

$14.25 - $19.25/hr

Under the general supervision, the Sales Associate is the principal selling agent for the company and is responsible to achieve the short and long-range sales objectives for the Institutional ...

wafna

Sales Associate

Santa Fe Springs, CA

$14.25 - $19.25/hr

Under the general supervision, the Sales Associate is the principal selling agent for the company and is responsible to achieve the short and long-range sales objectives for the Institutional ...

wafna

Sales Associate

Santa Fe Springs, CA · On-site

$14.25 - $19.25/hr

Under the general supervision, the Sales Associate is the principal selling agent for the company and is responsible to achieve the short and long-range sales objectives for the Institutional ...

wafna

Sales Associate

Santa Fe Springs, CA

$14.25 - $19.25/hr

Under the general supervision, the Sales Associate is the principal selling agent for the company and is responsible to achieve the short and long-range sales objectives for the Institutional ...

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All JobsInstitutional Sales Associate JobsInstitutional Sales Associate Jobs in California

Institutional Sales Associate information

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How much do institutional sales associate jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for institutional sales associate in California is $17.35, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $18.03 per hour, depending on experience, location, and employer.

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.

What are the key skills and qualifications needed to thrive as an institutional sales associate?

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.

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 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 are the most commonly searched types of Institutional Sales jobs in California?

The most popular types of Institutional Sales jobs in California are:

What cities in California are hiring for Institutional Sales Associate jobs?

Cities in California with the most Institutional Sales Associate job openings:

Institutional Sales Associate jobs near you
Infographic showing various Institutional Sales Associate job openings in California as of August 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 78% Physical, 1% Hybrid, and 21% Remote job distribution, with an average salary of $36,087 per year, or $17.3 per hour.

Associate, Institutional Client Group (APAC)

CIM Group, LP

Los Angeles, CA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 hours ago

Job description

ABOUT CIM GROUP:
CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!

POSITION PURPOSE:
 

CIM Group is a private alternatives asset manager with 30-years of experience and approximately $32 billion in assets under management. Our expertise spans private equity and credit investments across real estate and infrastructure, offering a range of funds across the risk-return spectrum as well as customized client solutions.

The Institutional Client Group (ICG) builds and maintains relationships with institutional investors and intermediaries globally. ICG includes regional institutional sales teams across the Americas, EMEA, and APAC-primarily serving pension funds, sovereign wealth funds, and endowments-as well as the Financial Institutions Group (FIG), which serves major insurance companies and banks, and Global Consultant Relations (GCR), which works with investment consultants, OCIO providers, and other asset managers.

ICG is seeking an Institutional Client Associate to join the APAC institutional sales team. Working alongside senior team members, this individual will contribute to key fundraising initiatives and work directly with some of the world's largest and most sophisticated institutional investors. The position offers cross-border client coverage in a strategically important and growing region, coordination with international stakeholders, and an active role in hosting APAC client visits to the U.S.

As a visible member of a collaborative, high-performing team, the successful candidate will gain hands-on experience, develop critical skills, and build a strong foundation for a successful career at a respected and growing investment firm. This position is based at our headquarters in Los Angeles.

RESPONSIBILTIES:
  • Partner with ICG Relationship Managers to build new and strengthen existing relationships across the APAC region, including Australia, New Zealand, Singapore, Taiwan, and China.
  • Learn about the industry, markets, client types, firm products, and narratives.
  • Support fundraising efforts through meeting preparation, follow-up, and coordination of roadshows and client-facing events.
  • Coordinate, support, and help host APAC client visits to the U.S.
  • Contribute to a defined sales territory by managing CRM (Salesforce) data, actively overseeing the pipeline, and executing the overall sales strategy.
  • Utilize third-party data tools-such as Preqin, eVestment, and WithIntelligence-to gather investor insights and intelligence.
  • Compile data and create presentations and other deliverables for internal stakeholders, including updates on fundraising efforts, client feedback, and industry trends.
  • Coordinate directly with internal portfolio management, investment, and reporting teams to ensure timely delivery of information requests and client reporting.
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
  • 0-3 years of experience.
  • Bachelor's degree required; a relevant field of study and internship experience are preferred.
  • FINRA Series 7 and Series 63 licenses are required for this role (an existing SIE is a plus). Employment is contingent upon obtaining these licenses within 6 months of hire. CIM Group will provide study materials and dedicated time to help you prepare and succeed.
  • Fluency in English is required; additional language skills are not required, but Mandarin proficiency is a plus.
ABOUT YOU:
  • Interest in financial services, including sales, capital markets, investments, and/or real assets.
  • Strong interpersonal and communication skills, both written and verbal.
  • Collaborative mindset, working effectively with colleagues at all levels and locations.
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
  • Ability to work effectively, both independently and in a team environment.
  • Strong analytical skills with high attention to detail and accuracy.
  • Strong project management skills.
  • Proficiency in Salesforce and Microsoft Office applications, including Excel, PowerPoint, and Word.
WHAT CIM OFFERS:

At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:

  • A variety of Medical, dental, and vision benefit plans
  • Health Savings Account with a generous employer contribution
  • Company paid life and disability insurance
  • 401(k) savings plan, with company match
  • Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave
  • Up to 16 hours of volunteer time off
  • Up to 16 weeks of Paid Parental Leave
  • Ongoing professional development programs
  • Wellness program, including monthly and quarterly prizes
  • And more!

Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. For this role, bonus compensation may be a significant part of the total compensation. The anticipated base salary range for the position in Los Angeles, CA is $90,000- $100,000. 

 
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HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:
At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.
 
*Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.
 
CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.
 
CIM does not accept unsolicited resumes from Agencies.  Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid.  If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.
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