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Institutional Sales Manager Jobs (NOW HIRING)

Institutional Sales - Nordics Being part of HSBC in Sweden, you'll help evolve and grow our ... In this role you will: • Build and grow HSBC Asset Management's institutional client footprint ...

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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 ...

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 ...

This role combines deep institutional sales, relationship management, and client consulting experience with expertise in coaching, training, and performance enablement. Through structured onboarding ...

This role combines deep institutional sales, relationship management, and client consulting experience with expertise in coaching, training, and performance enablement. Through structured onboarding ...

This role combines deep institutional sales, relationship management, and client consulting experience with expertise in coaching, training, and performance enablement. Through structured onboarding ...

This role combines deep institutional sales, relationship management, and client consulting experience with expertise in coaching, training, and performance enablement. Through structured onboarding ...

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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 Sep 6, 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.

What are the key skills and qualifications needed to thrive as an institutional sales manager?

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.

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 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.

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 August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution, with an average salary of $75,848 per year, or $36.5 per hour.

Mortgage Institutional Sales Manager

CornerStone Professional Placement

Philadelphia, PA

$60K - $150K/yr

Full-time

Re-posted yesterday


Job description

Mortgage Institutional Sales Manager
Philadelphia, PA | Direct Hire | On-Site with Outside Sales Flexibility
CornerStone Professional Placement is partnering with a well-established mortgage banker to identify a Mortgage Institutional Sales Manager to launch and grow a strategic institutional sales channel throughout the Philadelphia market.
This is not a traditional branch management opportunity. We're seeking a business development professional with a passion for networking, relationship building, and creating long-term partnerships that generate mortgage production through employers, affinity groups, financial institutions, and professional organizations.
If you thrive in executive-level business development, enjoy opening doors with key decision-makers, and want the backing of an established mortgage platform with significant resources, this could be the ideal next step in your career.
What You'll Do

  • Develop institutional partnerships with major employers, healthcare systems, unions, financial institutions, and professional organizations.
  • Drive mortgage production through affinity marketing and employee benefit partnerships.
  • Build and expand executive-level relationships that create scalable referral channels.
  • Lead outreach campaigns, educational seminars, networking initiatives, and business development events.
  • Manage and mentor Corporate Loan Officers supporting institutional partnerships.
  • Monitor partner performance, application volume, loan closings, and overall channel growth.
  • Collaborate with marketing, operations, compliance, and executive leadership to execute strategic initiatives.
  • Create repeatable partnership models that can be expanded across multiple organizations.

Why This Opportunity Stands Out

  • Join a respected mortgage banker with more than 30 years of industry success and a reputation for exceptional service.
  • Build a new institutional sales platform with executive visibility and long-term growth potential.
  • Access company-funded business development resources including:
    • Premium networking memberships
    • Executive business organizations
    • Dedicated in-house marketing support
    • Professional marketing collateral
  • Entrepreneurial culture with the autonomy to build your own business.
  • Your personal book of business remains yours.
  • Strong operational support allowing you to focus on relationship development and production.

What We're Looking For

  • Proven success in business development, institutional sales, partnership development, or mortgage production.
  • Experience building relationships with executive decision-makers.
  • Strong networking skills with a consultative sales approach.
  • Residential mortgage lending knowledge preferred.
  • Excellent presentation, communication, and organizational skills.
  • Philadelphia-area candidate required.

Ideal Backgrounds

  • High-performing Branch Manager looking for a larger growth opportunity.
  • Mortgage Loan Officer from a bank or credit union seeking greater flexibility and earning potential.
  • Business development professional with established executive relationships in the Philadelphia market.
  • Existing mortgage team interested in joining an organization that invests heavily in growth.

Compensation & Benefits

  • Direct Hire
  • Competitive compensation package (structure customized based on experience and production)
  • Comprehensive benefits package
  • Career advancement opportunities
  • Entrepreneurial environment with executive support
  • Outstanding work-life balance and collaborative culture

If you're ready to leverage your networking expertise to build meaningful institutional partnerships with a leading mortgage platform, we'd love to speak with you.
Send your resume to Allison Harrison at or call 817-635-0500 ext. 162 for immediate consideration.