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Institutional Sales Manager Jobs (NOW HIRING)

Job Title : Associate - Institutional Sales Location : New York, NY; (In-person) Status ... We help corporations, financial institutions, asset managers, and private capital firms navigate ...

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Job Title : Associate - Institutional Sales Location : New York, NY; (In-person) Status ... We help corporations, financial institutions, asset managers, and private capital firms navigate ...

Executive - Institutional Sales Location: New York, NY (On-site) Status: Full-time; Permanent ... You will manage the full sales lifecycle while partnering closely with trading and structuring ...

Apply Early

Executive - Institutional Sales Location: New York, NY (On-site) Status: Full-time; Permanent ... You will manage the full sales lifecycle while partnering closely with trading and structuring ...

Institutional Sales Associate

New York, NY · On-site +1

$15.25 - $20.75/hr

This role is responsible for managing high-value institutional accounts, driving long-term revenue ... Manage the full sales lifecycle: from cold outreach and lead qualification to KYC/onboarding and ...

Institutional Sales Associate

New York, NY · On-site

$15.25 - $20.75/hr

This role is responsible for managing high-value institutional accounts, driving long-term revenue ... Manage the full sales lifecycle: from cold outreach and lead qualification to KYC/onboarding and ...

Own and grow a strategic portfolio of institutional accounts Manage and expand relationships with accounts you originate, acting as a trusted advisor post-sale. Drive adoption, expansion, and ...

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Institutional Sales Manager information

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$27.5K

$75.8K

$142.5K

How much do institutional sales manager jobs pay per year?

As of Jul 7, 2026, the average yearly pay for institutional sales manager in the United States is $75,848.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $96,500.00 per year, depending on experience, location, and employer.

How much do institutional sales people make?

Institutional sales managers typically earn a base salary ranging from $70,000 to $150,000 annually, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced professionals with strong client relationships and sales skills can earn over $200,000 per year. Compensation varies based on industry, location, and performance metrics.

How does an Institutional Sales Manager typically collaborate with other departments to secure large-scale deals?

Institutional Sales Managers frequently work closely with product development, legal, and compliance teams to tailor offerings to client needs and ensure all regulatory requirements are met. They also coordinate with marketing to develop targeted campaigns and with client support to deliver a seamless onboarding experience. Cross-functional collaboration is essential for understanding client objectives, streamlining negotiations, and delivering customized solutions that lead to successful, long-term partnerships.

What does an institutional sales manager do?

An institutional sales manager is responsible for selling products or services to large organizations such as corporations, government agencies, or financial institutions. They develop client relationships, identify new business opportunities, and negotiate contracts, often using CRM tools and sales strategies to meet revenue targets.

What are the key skills and qualifications needed to thrive as an Institutional Sales Manager, and why are they important?

To thrive as an Institutional Sales Manager, you need a strong background in finance or business, expertise in sales strategy, and experience managing relationships with institutional clients, often supported by a relevant bachelor’s degree. Familiarity with CRM systems, financial market tools such as Bloomberg or Reuters, and sometimes securities licenses (e.g., Series 7 or 63 in the U.S.) is typically required. Exceptional negotiation, communication, and leadership skills help build trust and drive results within large, complex organizations. These capabilities are crucial for effectively securing large accounts, meeting sales targets, and building long-term client partnerships in a competitive market.

Can you make 300K a year in sales?

Institutional Sales Managers can potentially earn $300,000 or more annually, especially with high-performing clients, strong negotiation skills, and experience in lucrative markets. Compensation often includes base salary, commissions, and bonuses, which can significantly increase total earnings. Achieving this level typically requires extensive industry knowledge, a proven sales record, and effective relationship management.

What is the difference between Institutional Sales Manager vs Financial Advisor?

AspectInstitutional Sales ManagerFinancial Advisor
CredentialsTypically requires a bachelor's degree, securities licenses (e.g., Series 7, 63), and industry certificationsRequires a bachelor's degree, certifications like CFP or Series 7, and licensing
Work EnvironmentWorks primarily with institutional clients such as banks, pension funds, and asset managersWorks directly with individual clients to manage personal investments and financial plans
Employer & Industry UsageCommonly employed by investment firms, banks, and asset management companiesEmployed by financial advisory firms, banks, and independent practices

While both roles involve financial sales and client interaction, Institutional Sales Managers focus on selling financial products to institutions, whereas Financial Advisors work directly with individual clients to develop personal investment strategies.

Can you make $500,000 a year in sales?

Institutional Sales Managers can potentially earn $500,000 annually through a combination of base salary, commissions, and bonuses, especially when managing large accounts or high-value deals. Achieving this level typically requires extensive experience, strong negotiation skills, and a proven track record of closing significant sales. Compensation varies widely based on industry, company size, and individual performance.
What cities are hiring for Institutional Sales Manager jobs? Cities with the most Institutional Sales Manager 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 Manager jobs? States with the most job openings for Institutional Sales Manager jobs include:
Infographic showing various Institutional Sales Manager job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, 1% Temporary, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $75,848 per year, or $36.5 per hour.

Director, Institutional Sales

Concurrent Investment Advisors

Tampa, FL • On-site

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Be an early applicant


Job description

Description
The Director of Institutional Sales is responsible for driving new business growth within the institutional retirement space by developing and executing sales strategies focused on medium to large market ($7M+ plan size or greater) retirement plan opportunities. This role plays a key part in expanding the firm’s institutional footprint through outbound prospecting, partner relationships, and direct sales efforts. 
This individual is expected to proactively generate opportunities, penetrate new markets, manage complex sales cycles, and consistently deliver results in a competitive environment, with a particular focus on medium to large market and state mandated plans. 

Responsibilities
  • Build and cultivate relationships with sales teams at partner organizations to drive institutional retirement plan sales 
  • Conduct outbound prospecting, cold calling, and lead generation to identify and advance new opportunities 
  • Develop and execute sales strategies to expand beyond existing partnerships and uncover untapped markets 
  • Promote and sell institutional retirement partnership opportunities to Concurrent’s field advisors 
  • Become proficient with internal AI tools to enhance prospecting and business development efforts 
  • Manage relationships across key sales channels, including payroll vendors, TPAs, and strategic partners 
  • Conduct virtual and in-person presentations to prospective clients and partner organizations 
  • Represent the firm at conferences, roadshows, and industry events to promote institutional retirement solutions 
  • Utilize CRM systems to track sales activity, manage pipelines, and forecast opportunities 
  • Collaborate with leadership to develop innovative sales approaches and growth initiatives 
  • Maintain strong knowledge of institutional retirement offerings, including ERISA 3(38) fiduciary services and competitive positioning 
  • Monitor market trends, competitor activity, and regulatory developments impacting institutional retirement sales 
  • Meet or exceed established sales targets and performance expectations 
  • Provide feedback and insights to leadership to support product development and go-to-market strategy 
  • Perform other related duties as assigned to support retirement sales initiatives

Qualifications
  • Bachelor’s degree in Business, Finance, or a related field preferred, or equivalent relevant experience 
  • Three to five years of sales experience within institutional retirement, financial services, or a related field 
  • Minimum of two years of experience in retirement or institutional sales 
  • Series 65 or 66
  • Demonstrated success in cold calling, prospecting, and lead generation 
  • Strong understanding of ERISA 3(38) fiduciary services and institutional retirement plan structures 
  • Self-motivated and results-driven, with the ability to independently source and close business 
  • Excellent communication, presentation, and relationship-building skills 
  • Proficiency with CRM platforms and Microsoft Office applications 
  • Strategic mindset with the ability to identify opportunities and execute effective sales strategies
Compensation

Salary: $90,000 – $120,000 annually, plus sales incentive bonus.
Location and Travel
This role is will be located in Tampa, FL however remote will be considered for well qualified candidates. 
Travel may approach approximately 15% depending on pipeline activity and opportunity development.

Benefits
  • 401(k) matching
  • Dental Insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
  • Equity