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Institutional Sales Associate Jobs in Austin, TX

MedCentris

ASSOCIATE ACCOUNT EXECUTIVE

Austin, TX

Definition We're growing quickly and building a world-class sales organization -- and the Associate ... Conduct outreach to prospective healthcare providers, clinics, and institutional partners to expand ...

Trans western

Associate

Austin, TX · On-site

Clients and investors rely on us for expertise that spans institutional and opportunistic ... Aptitude for sales prospecting through a variety of techniques including telephone and in person.

Transwestern

Associate

Austin, TX · On-site

Clients and investors rely on us for expertise that spans institutional and opportunistic ... Aptitude for sales prospecting through a variety of techniques including telephone and in person.

Amherst Group

Associate, Portfolio Management

Austin, TX · On-site

$150 - $200/hr

... buyers, sellers, communities, and investors. Today Amherst has over 1000 employees and $14.1 ... We communicate with leading institutional investors regularly and must articulate our strategy and ...

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Institutional Sales Associate information

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How much do institutional sales associate jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for institutional sales associate in Austin, TX is $17.43, according to ZipRecruiter salary data. Most workers in this role earn between $13.37 and $18.12 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.

Institutional Sales Associate jobs near you
Infographic showing various Institutional Sales Associate job openings in Austin, TX as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 76% Physical, 1% Hybrid, and 23% Remote job distribution, with an average salary of $36,244 per year, or $17.4 per hour.

Senior Technical Sales Associate

Aurora Energy Research

Austin, TX • On-site

Full-time

Re-posted 24 days ago

Job description

Senior Technical Sales Associate
Department: Commercial - Sales & Account Management
Employment Type: Permanent - Full Time
Location: Austin, USA
Reporting To: Technical Sales Manager
Description
Aurora Energy Research sits at the heart of the global energy transition - trusted by over 1000 utilities, investors, developers, and governments to navigate the global energy transition. Our proprietary software and data platforms are how the industry's biggest players model markets, value assets, and make billion-dollar decisions.
We're looking for a senior commercial professional who know the energy sector inside out and is ready to work at the intersection of deep market expertise and enterprise software sales. This is a high-impact, high-visibility role - you'll own strategic relationships with key accounts, shape our go-to-market approach for major clients, and help define how Aurora's software portfolio grows. If you've spent time in energy markets, consultancy, or energy SaaS and you're looking for a role where your sector knowledge becomes a genuine commercial superpower, this is it.
Key Responsibilities
Enterprise Sales & Key Account Management
  • Lead complex, high-value enterprise sales cycles with Aurora's most strategic accounts - including major utilities, energy developers, green funds, and institutional investors
  • Own and grow a portfolio of key accounts, developing multi-stakeholder relationships from technical teams through to C-suite
  • Structure and negotiate sophisticated commercial agreements, including multi-product and multi-year deals
  • Drive cross-sell and up-sell opportunities across Aurora's full software suite, identifying where our tools can deepen client value

Strategy & Market Positioning
  • Act as a trust advisor to clients - leveraging your energy market knowledge to frame Aurora's software solutions in the context of real commercial and regulatory challenges
  • Contribute to go-to-market strategy for software products, working with product and marketing teams to sharpen Aurora's positioning in target segments
  • Provide market intelligence and client feedback to inform the product roadmap, ensuring Aurora's tools stay ahead of industry needs
  • Represent Aurora at senior-level industry event, conference, and client forums

Commercial Operations
  • Maintain rigorous pipeline discipline in Salesforce, with accurate forecasting and deal documentation across all stages
  • Mentor junior members of the Technical Sales team, sharing sector knowledge and best practices
  • Collaborate with the Technical Sales Marketing team on targeted campaigns and thought leadership initiatives aimed at senior energy sector audiences

What we are looking for
Required attributes:
  • At least two years of professional experience in the energy sector - in a commercial, analytical, advisory, or market-facing role
  • Substantive knowledge of wholesale power markets, battery storage systems, or renewable energy project finance
  • The commercial gravitas to lead enterprise sales conversations with senior stakeholders - you're comfortable negotiating complex deals and navigating long cycles
  • Excellent communicator: you can translate technically complex energy and software concepts into clear, compelling business cases
  • Highly organized with exceptional attention to detail - you manage multiple high-stakes relationships without dropping the ball
  • Fluent in written and spoken English

Strong preference for candidates from:
  • A track record of working with or for major energy developers, utilities, green funds, or institutional energy investors
  • An energy analytics, research, or consultancy firm
  • A strategy consultancy
  • An energy SaaS or technology provider serving utilities, developers, or investors
  • An energy developer, utility, or green infrastructure fund in a commercial or market-facing capacity

Desirable attributes:
  • A degree in energy systems, sustainability, finance, economics, or a related discipline
  • Experience with Salesforce or comparable enterprise CRM platforms
  • Fluency in a major European language

What we offer
  • A fun, informal, collaborative and international work culture
  • A competitive salary and benefits package
  • Access to regular coaching and mentoring sessions and the opportunity to learn from experienced professionals
  • A brand-new office space in the vibrant and culturally rich East Austin area
  • Access to the Aurora Academy, our training program offering a range of opportunities to develop your skills

The Company is committed to the principle that no employee or job applicant shall receive unfavorable treatment on grounds of age, disability, gender reassignment, race, religion or belief, sex, sexual orientation, marriage and civil partnership and pregnancy and maternity.
The successful candidate would start as soon as possible. We will review applications as they are received.

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