ZipRecruiter

Log In

1

Institutional Sales Associate Jobs (NOW HIRING)

Baird

Institutional Sales Coordinator

Milwaukee, WI · On-site

$18.50 - $25.25/hr

... with associates in Corporate Access, Conference Services, Trading, Research, the Equity Capital ... functions • Process Institutional Officers' expense reports; checking for accuracy and ...

Summr

Investment Sales Associate - LLCs

Dallas, TX · On-site

$50 - $80/hr

We serve institutional clients across U.S. equities, macro, and alternative assets through ... The RoleWe're seeking an Investment Sales Associate to develop relationships with LLC managers ...

previous pagenext page

Showing results 21-40

All JobsInstitutional Sales Associate Jobs

Institutional Sales Associate information

See 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 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 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 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:

Institutional Sales Associate jobs near you
Infographic showing various Institutional Sales Associate job openings in the United States as of August 2026, with employment types broken down into 81% Full Time, 18% Part Time, and 1% Contract. Highlights an 77% Physical, 1% Hybrid, and 22% Remote job distribution, with an average salary of $36,566 per year, or $17.6 per hour.