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Institutional Sales Manager Jobs (NOW HIRING)

StoneX

Director - Institutional Sales

Miami, FL · On-site

$500K/yr

... base. - Manages clearing and execution accounts to ensure the satisfaction of the client ... sales ability / experience - Ability to plan, prioritize, and balance multiple tasks and projects ...

StoneX Group

Director - Institutional Sales

Miami, FL · On-site

$500K/yr

... base. - Manages clearing and execution accounts to ensure the satisfaction of the client ... sales ability / experience - Ability to plan, prioritize, and balance multiple tasks and projects ...

Uniform Junction

Institutional Sales Manager Business Development * BD Manager - Channel Partner Employment Type: FULL_TIME

Vanguard Group

Institutional Sales Executive

Dallas, TX · On-site

With over $2T assets under management, 1300 employers across the United States, and 20 million ... Summary The Institutional Sales Executive is a senior salesperson in Vanguard Workplace Solutions ...

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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 Jun 9, 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 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 building and maintaining relationships with large clients such as corporations, government agencies, and institutional investors. They oversee the sales team, develop strategies to meet revenue targets, and ensure clients' needs are met with the company's products or services. Their role often involves negotiating contracts, analyzing market trends, and collaborating with other departments to deliver tailored solutions. Effective communication, leadership, and a deep understanding of the industry are essential skills for this position.

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.

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:
Institutional Sales Manager jobs near you

Vice President, Institutional Sales

Capstonedc

New York, NY

$125K - $170K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 2 hours ago

Job description

Job Description:

Capstone is seeking a seasoned and highly drivenVice President, Institutional Salesfor our New York office. In this senior role, you will report directly to the Head of Institutional Sales and engage with leading institutional investors-including hedge funds, family offices, and asset managers-across asset classes and investment strategies within the public and private markets. This position is ideal for a strategic, entrepreneurial sales professional with deep client relationships, a sophisticated understanding of financial markets and policy, and a consistent track record of exceeding revenue targets in a consultative sales environment.

Capstone is a global policy research and consulting firm with presence in Washington DC, Houston, London, and Mumbai. We help our clients predict policy, quantify its impact, and recommend revenue-driving strategies to companies and institutional investors. At Capstone, we recognize that our ability to build a world-class firm requires attracting and retaining top talent. We hire individuals of exceptional talent, skill, and potential, and provide an environment that is conducive to one's professional and personal growth, allowing each employee to reach their fullest potential.
If you are a motivated, goal-oriented Institutional Sales or Business Development Executive with a proven track record and are excited about the prospects of working with some of the world's largest institutional investors in a consultative sales role, then the Institutional Sales - Capital Markets Policy Research role may be for you!

Key Responsibilities

  • Develop and execute a strategic business development plan to expand Capstone's client base among top-tier institutional investors across sectors and asset classes (energy/renewables, healthcare, TMT, financial & business services, consumer, aerospace & defense, industrials, etc.)
  • Cultivate, manage, and grow long-term client relationships, leveraging your industry network and expertise to drive consistent revenue growth
  • Represent Capstone's research and insights to portfolio managers & senior investment professionals, articulating differentiated policy perspectives and market implications
  • Partner closely with research and events teams to align client interests with the firm's capabilities and coverage areas
  • Serve as a thought partner and trusted advisor to clients by anticipating their informational needs and offering tailored research solutions
  • Maintain disciplined pipeline management, accurate forecasting, and CRM hygiene
  • Support leadership efforts, provide strategic guidance, and act as a point of escalation for key client and team matters

Qualifications

  • + 3 years of institutional sales or business development experience, ideally within traditional sales & trading, capital markets, investment research, or financial services
  • A demonstrable history of developing and converting high-value relationships with hedge funds, family offices, and asset managers
  • Deep understanding of market dynamics, investment strategies, and the intersection of public policy and capital markets
  • Proven ability to navigate complex sales cycles and drive strategic engagements with C-level or senior investment decision-makers
  • Exceptional communication, presentation, and interpersonal skills
  • Experience mentoring junior team members or contributing to broader sales strategy is a plus
  • Series 7 and 63 licenses strongly preferred; CFA designation a plus

Requirements

  • Bachelor's degree required; advanced degree or relevant certifications a plus (MBA, CFA, etc.)
  • High academic achievement
  • Existing relationships with institutional investors across multiple channels (equities, fixed income, commodities, etc.)
  • Legally authorized to work in the U.S. without current or future visa sponsorship

Capstone offers a competitive benefits package, including health, vision, dental insurance, paid vacation, travel stipend and 401(k). The expected compensation for this role will be $125,000-$170,000 per annum with an uncapped commission.

This position is based in our New York office is in-person Monday thru Thursday with flexible work from home Fridays

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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