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Institutional Sales Associate Jobs in Georgia (NOW HIRING)

Upswing

We work closely with our institutional partners to ensure our services are not only implemented ... Work closely with Sales, Marketing, Product, and Operations to ensure a seamless partner experience ...

Socket.dev

Director, National Sales

Atlanta, GA · On-site

$110 - $120/hr

We are here for the long haul and to do the meaningful work that creates true institutional change ... We support an inclusive workplace where associates excel based on personal merit, qualifications ...

Playfly Sports

Director, National Sales

Atlanta, GA · On-site

$110K - $120K/yr

We are here for the long haul and to do the meaningful work that creates true institutional change ... We support an inclusive workplace where associates excel based on personal merit, qualifications ...

Vident Asset Management

Client Relationship Associate

Alpharetta, GA · On-site

$39K - $48K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Sales. Who we are: Vident Asset Management is a specialized exposure and solutions provider ... We traditionally partner with institutional investors, asset managers, and wealth management firms ...

Vident Asset Management

Client Relationship Associate

Alpharetta, GA · On-site

$39K - $48K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Sales. Who we are: Vident Asset Management is a specialized exposure and solutions provider ... We traditionally partner with institutional investors, asset managers, and wealth management firms ...

SS&C

Sales Executive Fund Administration

Atlanta, GA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Associate Director Locations : Boston, San Francisco, Chicago, NYC, Atlanta, Dallas, Los Angeles ... All available on a stand-alone basis to institutional clients Why Join SS&C SS&C combines ...

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All JobsInstitutional Sales Associate JobsInstitutional Sales Associate Jobs in Georgia

Institutional Sales Associate information

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How much do institutional sales associate jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for institutional sales associate in Georgia is $14.84, according to ZipRecruiter salary data. Most workers in this role earn between $11.35 and $15.43 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 Georgia?

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

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

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

Institutional Sales Associate jobs near you
Infographic showing various Institutional Sales Associate job openings in Georgia as of August 2026, with employment types broken down into 73% Full Time, 18% Part Time, 6% Contract, and 3% Nights. Highlights an 78% Physical, 1% Hybrid, and 21% Remote job distribution, with an average salary of $30,875 per year, or $14.8 per hour.

Associate Director of Customer Success (Remote)

Upswing

On-site, Remote

Full-time

Posted 4 days ago

Job description

About Upswing
Upswing partners with colleges and universities to improve student success and retention through high-impact academic support, including tutoring, coaching, and engagement tools. We work closely with our institutional partners to ensure our services are not only implemented, but deeply adopted, valued, and expanded over time.
The Role
The Associate Director of Customer Success is a hands-on leader responsible for driving partner outcomes, retention, and expansion across a portfolio of Upswing's institutional partners. This role manages and develops a team of HEROs (Higher Education Relationship Officers) while also owning a personal book of business.
This is a highly cross-functional role that blends strategic account management, people leadership, and revenue responsibility, with a strong focus on engagement, utilization, and long-term partner success. MUST BE eligible to work in the U.S. Upswing DOES NOT offer visa sponsorship. If you need visa sponsorship now or in the future, please DO NOT apply.
Key Responsibilities
Partner Success, Retention & Expansion
  • Own retention and expansion goals across a defined portfolio of Upswing partners, including a personal book of business.
  • Serve as a trusted advisor to institutional leaders, aligning Upswing services with partner goals around student success, equity, and retention.
  • Identify and execute expansion opportunities (additional services, programs, or campuses) in collaboration with Sales, Product, and Marketing teams.
  • Lead renewal conversations and contribute to forecasting and revenue planning.
  • Proactively manage risk, addressing adoption or satisfaction issues before they impact retention.
Engagement & Utilization
  • Drive strong engagement and utilization of Upswing services across partner institutions.
  • Analyze usage, outcomes, and trends to identify opportunities for improvement, growth, or deeper impact.
  • Partner with HEROs to develop and execute engagement plans that increase awareness, usage, and measurable outcomes.
  • Translate data and insights into compelling partner narratives and executive-level updates.
Team Leadership & Development (HEROs)
  • Manage, coach, and develop a team of HEROs to deliver consistent, high-quality partner experiences.
  • Set clear expectations, goals, and performance metrics tied to retention, expansion, and engagement.
  • Support HEROs in strategic account planning, executive communication, and problem solving.
  • Foster a culture of accountability, collaboration, and continuous improvement within the team.
Cross-Functional Collaboration
  • Work closely with Sales, Marketing, Product, and Operations to ensure a seamless partner experience from onboarding through renewal and expansion.
  • Provide partner feedback and insights to inform product development, service enhancements, and go-to-market strategy.
  • Contribute to the evolution of customer success processes, playbooks, and reporting.
Qualifications
  • 5-7 years of experience in customer success, account management, or client services, preferably in ed tech, SaaS, or higher education.
  • 3+ years of people management experience, with a track record of developing high-performing teams.
  • Experience owning revenue outcomes, including renewals and expansion within an existing customer base.
  • Strong data literacy with the ability to interpret usage and outcomes data to drive strategy and partner conversations.
  • Exceptional communication skills, with experience engaging senior-level stakeholders.
  • Passion for higher education, student success, and equity-focused solutions.
What Success Looks Like
  • High retention rates and consistent expansion across the partner portfolio.
  • Strong engagement and utilization of Upswing services at partner institutions.
  • A high-performing, well-supported HERO team with clear growth and development paths.
  • Trusted, long-term partnerships where Upswing is viewed as a strategic partner-not just a vendor.

Apply