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Institutional Sales Manager Jobs (NOW HIRING)

Senior Principal, Institutional Sales

New York, NY · On-site

$200K/yr

  • Medical

  • Retirement

Institutional Sales The Role: Senior Principal, Institutional Sales Gemini is seeking a highly ... Deep existing relationships across hedge funds, prop trading firms, family offices, asset managers ...

Institutional Sales Analyst

New York, NY · Hybrid

$100K - $110K/yr

  • Medical

  • Retirement

  • PTO

By delivering the combined power of our distinctive investment management capabilities, we provide ... Building personal skillset to be an Invesco Institutional salesperson of the future Requirements of ...

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Institutional Sales Specialist

Virginia Beach, VA · On-site

$50K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

In this role, you will actively engage with institutional clients such as military, government ... Achieve or exceed sales targets by proactively managing your client portfolio and closing deals ...

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Institutional Sales Analyst

New York, NY · On-site

$100K - $110K/yr

  • Medical

  • Retirement

  • PTO

By delivering the combined power of our distinctive investment management capabilities, we provide ... Building personal skillset to be an Invesco Institutional salesperson of the future Requirements of ...

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

Manage and coordinate the onboarding process for new institutional accounts, including all required ... Serve as a liaison between Sales, Trading, Compliance, and Operations teams to ensure accurate and ...

Sr. Institutional Sales Officer

Los Angeles, CA · On-site

$300K - $350K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Position Summary The Sr. Institutional Sales Officer will be responsible for collaborating with ... Utilize consultative selling techniques to develop and manage meaningful relationships with ...

Institutional Sales Associate

Omaha, NE · On-site

$33.65 - $38.46/hr

  • Medical

  • Dental

  • Vision

  • PTO

Manage and coordinate the onboarding process for new institutional accounts, including all required ... Serve as a liaison between Sales, Trading, Compliance, and Operations teams to ensure accurate and ...

Institutional Sales Associate

Omaha, NE · On-site

$33.65 - $38.46/hr

  • Medical

  • Dental

  • Vision

  • PTO

Manage and coordinate the onboarding process for new institutional accounts, including all required ... Serve as a liaison between Sales, Trading, Compliance, and Operations teams to ensure accurate and ...

Institutional Sales & Relationship Manager

Charlotte, NC · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Basic Qualifications - Typically a bachelor's degree or equivalent experience - Experience in portfolio management, sales, marketing, or relationship management with institutional clients (Business ...

Showing results 21-40

Institutional Sales Manager information

See salary details

$27.5K

$75.8K

$142.5K

How much do institutional sales manager jobs pay per year?

As of Aug 17, 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 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $75,848 per year, or $36.5 per hour.

Full-time

Re-posted 12 days ago


Job description

Position: Institutional Equity Salesperson

Company Description

B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking services include initial, secondary and follow-on offerings, institutional private placements, merger and acquisition (M&A) advisory, SPACs, corporate restructuring and recapitalization. B. Riley is nationally recognized and highly ranked for its proprietary small-cap equity research. 

Position Overview

We are seeking a full-time Institutional Equity Salesperson. The Salesperson will be responsible for maintaining knowledge of B Riley research, offerings and services and have a clear understanding of the investment style and needs of clients. They maintain direct contact with Institutional Investors (clients) to, among other responsibilities, facilitate meetings, conference calls, deliver written research, and develop business relationships with assigned institutional accounts Also, the successful candidate must have the capability to generate revenue at levels exceeding goals determined by firm policies, practices, and regulatory requirements. Strong communication skills are necessary as you will be expected to communicate investment ideas to institutional clients and our sales force. The successful candidate must have the ability to multi-task while under pressure and handle stressful situations in a calm and professional manner. The right candidate is a self-starter, highly motivated, and can handle multiple tasks while under little supervision. The compensation for this position is commission-based.

Key Responsibilities
  • Build and nurture relationships with institutional investors to drive sales of securities and facilitate meetings, conference calls, and delivery of research.
  • Develop a deep understanding of clients' investment styles and needs to provide tailored solutions.
  • Collaborate with the Trading Desk to resolve transaction issues and ensure seamless client experiences.
  • Achieve and exceed revenue targets through proactive client engagement and rigorous calling activity.
  • Stay informed on market trends, client strategies, and competitor activities to identify opportunities.
  • Communicate investment ideas effectively to clients and internal sales teams.
  • Train and mentor junior staff, including sales assistants, and contribute to hiring processes.
  • Provide feedback to management on departmental procedures to enhance efficiency.
  • Adhere to compliance policies and maintain high standards of client service.
Qualifications
  • 6+ years of experience in financial services or sales, with a focus on institutional sales.
  • Series 7 and 63 licenses required.
  • Proven ability to cultivate and maintain strong client relationships through proactive engagement.
  • Strong understanding of institutional sales techniques, financial markets, and processes.
  • Exceptional verbal and written communication skills, with strong negotiation and analytical abilities.
  • Ability to multitask, prioritize, and perform under pressure in a fast-paced environment.
  • Proficiency in financial software systems and a willingness to learn new tools.
  • High energy, initiative, and the ability to work independently with minimal supervision.
  • Strong interpersonal skills and experience mentoring or supervising junior staff.

 

Inclusion and Equal Opportunity Employment: B Riley Securities is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.