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Institutional Sales Associate Jobs (NOW HIRING)

Salesperson

New York, NY · On-site

$300K/yr

... Associate or related position involving institutional investor sales in the Caribbean and Central America (CCA) regions. 8 years of experience must include: Investment and financial analysis; Basel ...

Sales Associate - ETFs

Manhattan, NY · On-site

$90K - $150K/yr

The Sales Associate supports a sell-side ETF sales and trading desk by assisting in client coverage ... Support senior ETF sales traders in handling institutional client order flow, RFQs, and client ...

Sales Associate - ETFs

Manhattan, NY · On-site

$90K - $150K/yr

The Sales Associate supports a sell-side ETF sales and trading desk by assisting in client coverage ... Support senior ETF sales traders in handling institutional client order flow, RFQs, and client ...

The Sales Associate supports a sell-side ETF sales and trading desk by assisting in client coverage ... Support senior ETF sales traders in handling institutional client order flow, RFQs, and client ...

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 ...

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 ...

Sales Associate, New York

New York, NY · On-site

$60K - $80K/yr

Institutional Fabric for the Digital Asset Market Founded in 2018, Talos provides institutional ... Sales Associate This is an early-career sales opportunity for individuals looking to build a ...

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 ...

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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Sales Associate

Boise, ID · On-site

$40K - $45K/yr

We are seeking an energetic and driven Sales Associate to join our growing team. In this role, you ... industrial, and institutional markets. * Achieve agreed-upon sales targets within deadlines.

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Institutional Sales Associate information

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How much do institutional sales associate jobs pay per hour?

As of Jun 9, 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 are the key skills and qualifications needed to thrive as an Institutional Sales Associate, and why are they important?

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.

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 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.

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 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:
Salesperson

$300K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


Job description

Citibank, N.A. seeks a Salesperson for its New York, New York location.
Duties: Lead senior client coverage across Caribbean and Central America (CCA); drive capital markets funding; execute global markets solutions transactions and deliver markets leadership. Develop relationships and financial results in the English-speaking Caribbean with C suite teams at government, Financial Institutions, and corporate clients. Develop compliance-based relationships with regulators in Bahamas, Trinidad & Tobago, Jamaica and other English Caribbean Countries including Central Banks, SECs, Stock Exchanges. Provide region specific market color to stakeholders around political cycles, IMF Programs, & rating agency considerations. Analyze financial or operational performance of companies facing financial difficulties to identify solutions and prepare plans of action for investment. Employ financial models to develop solutions or to assess financial or capital impact of transactions. Confer with clients to restructure, refinance, or raise new debt. Evaluate client capital needs; assess market conditions to inform transaction structuring. Create, book and use financial systems, Finance Workstation, TPS Workstation, DPAddins, EQRMS & Bloomberg to capture risk positions, measure revenue generation, & facilitate record keeping. Leverage Capital Markets & Private Credit Markets knowledge to diversify sources of funding with understanding of liquidity & pricing models that reflect specific axes with limited secondary markets, and risk weights & counterparty classifications. Apply understanding of regulatory landscape and accounting policies within CCA; execute transactions against these frameworks. Manage sanctions, AML & third-party risk in high exposure CCA jurisdictions, including indirect sanctions risk, offshore financials centers & CFATF framework. Work with local clients & investor partners. Analyze regional macroeconomic trends, fiscal dynamics, political risk, FX regimes & capital controls in the region. Manage regional reputational, country and counterparty risk. Work with local counsel firms in Jamaica, Trinidad & Tobago and Bahamas to establish legal opinions in country as per local regulations. Develop relationships with new market Guyana. Represent the region at forums. Manage global markets relationship among Corporates, Governments, Central Banks, Commercial Banks, Pension funds, Insurance companies and Mutual Funds to understand their market needs in derivatives. Provide Interest Rate, Credit, Foreign Exchange and Commodity solutions to corporates, public sector and financial institutions across financing, investing and hedging in CCA region. Manage existing Markets transaction portfolios. Prepare and analyze derivative pricing models with development and intermediation of illiquid XCCYs bespoke to CCA. Execute trades on behalf of clients. Manage transaction documentation including trade confirmations, legal agreements, compliance records. Expand institutional sales in LATAM markets, including CCA. Develop sales strategy to grow market and wallet. Refine and implement sales and marketing strategies to strengthen market presence and maximize associated revenues. Collaborate to establish a marketing plan, market penetration strategy, and revenue goals. Oversee strategic positioning, closing of transactions, and origination and distribution of debt capital market transactions to Corporates, Public Sector financial institution clients. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.
Requirements: Requires a Bachelor's degree, or foreign equivalent, in Management Studies, Finance, Economics, Business or related field and 8 years of progressive, post-baccalaureate experience as a Salesperson, Management Associate or related position involving institutional investor sales in the Caribbean and Central America (CCA) regions. 8 years of experience must include: Investment and financial analysis; Basel regulations; Finance Workstation, E-Dealer Workstation, DPAddins, EQRMS, Bloomberg; Derivative pricing and methodologies; Corporate finance and capital markets knowledge; Caribbean and Central American financial regulations; Relationship management; Transaction experience execution in CCA regions; and Managing sanctions, AML and third-party risk in CCA jurisdictions. Up to 25% international travel required. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #26950741. EO Employer.
Wage Range: $300,830 to $300,830
Job Family Group: Institutional Sales
Job Family: Investor Sales
Job Family Group:
Job Family:
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Jun 22, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.