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Institutional Sales Associate Jobs in California

124 CCG CCG

Associate Relationship Manager

Los Angeles, CA · On-site

$126 - $201/hr

... institutional sales cycle. In addition, you will proactively support early‑stage relationship ... More than 9,000 associates in 30+ offices around the world help our clients and each other grow and ...

Capgroup

Associate Relationship Manager

Los Angeles, CA · On-site

... institutional sales cycle. In addition, you will proactively support earlystage relationship ... More than 9,000 associates in 30+ offices around the world help our clients and each other grow and ...

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All JobsInstitutional Sales Associate JobsInstitutional Sales Associate Jobs in California

Institutional Sales Associate information

See California salary details

$8

$17

$32

How much do institutional sales associate jobs pay per hour?

As of Sep 7, 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 76% Full Time, 21% Part Time, and 3% Contract. Highlights an 76% Physical, 1% Hybrid, and 23% Remote job distribution, with an average salary of $36,087 per year, or $17.3 per hour.

Client Portfolio Associate

DOUBLELINE GROUP LP

Los Angeles, CA • On-site

$110K - $130K/yr

Full-time

Re-posted 15 days ago

Job description

The Client Portfolio Associate is a key member of the Client Portfolio Management (CPM) group and broader sales teams, with a primary focus on portfolio analysis and competitive intelligence. The role develops differentiated insights on investment strategy positioning, performance, and relative value to strengthen sales engagement and enhance client communication. The role collaborates closely with DoubleLine investment and distribution teams to align investment expertise with client needs and sales priorities. Over time, the individual is expected to build deep DoubleLine investment strategy and financial market expertise and evolve into a subject matter expert. While initially non-client facing, the role offers a clear path to future client engagement.
Job Functions
  • Conduct in-depth portfolio analysis to support Client Portfolio Managers and distribution teams, including performance attribution, portfolio positioning, and key risk and return drivers across investment strategies. Develop and maintain competitive intelligence through peer fund analysis, consultant research, Morningstar data, holdings comparisons, performance analysis, and differentiated product positioning.
  • Partner with CPMs, Product Specialists, and investment teams to produce high-quality, data-driven fund and investment-related content for sales teams and client materials (e.g., client presentations, chart creation, commentaries, and analytics).
  • Research market trends, investment themes, and competitive developments to inform portfolio analysis, product positioning, and client communications.
  • Build expertise across DoubleLine investment strategies and financial market subject matter expertise over time, with a defined path toward deeper product ownership and eventual client engagement

  • Bachelor's degree.
  • 2-5 years of experience in asset management, investment research, portfolio analytics, client portfolio management, institutional sales support, or related investment functions.
  • Strong understanding of fixed income markets, asset management, investment products, and portfolio construction principles.
  • Excellent written, verbal, and interpersonal communication skills, with the ability to collaborate effectively across investment and distribution teams.
  • Demonstrated ability to manage multiple priorities, meet deadlines, and execute with a high level of attention to detail.
  • Proactive, intellectually curious, and motivated to develop deep investment and product expertise.
  • Series 7 and Series 63 licenses is a plus.
  • Morningstar Direct experience strongly preferred.
  • Experience with Bloomberg terminal and Macrobond (or similar financial market/charting platforms) preferred.
  • Interest or progress towards CFA and/or CAIA preferred.

Base Salary Range
The estimated base salary range for this position is $110,000 -$130,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.

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