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Institutional Sales Manager Jobs (NOW HIRING)

D.A. Davidson

Institutional Sales Associate

Denver, CO

$33.65 - $38.46/hr

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 ...

D.A. Davidson

Institutional Sales Associate

Denver, CO · On-site

$33.65 - $38.46/hr

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 ...

StoneX

Director - F&O Institutional Sales

Miami, FL · On-site

With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate ... Manages clearing and execution accounts to ensure the satisfaction of the client relationship ...

Calamos Investments

VP Institutional Sales

Naperville, IL · On-site

$200K - $250K/yr

As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated ... Summary of the Role The VP, Institutional Sales is a senior level business development professional ...

Baird

Institutional Sales Coordinator

Milwaukee, WI · On-site

$18.50 - $25.25/hr

The Impact You'll Make: • Manage scheduling and logistics for full-day client meetings, including ... for several Institutional Officers; tracking travel, vacations, internal meetings, and special ...

Aspen Publishing

Field Sales Manager

$71K - $112K/yr

Work with Institutional Sales Manager to increase Institutional Sales and drive adoption of Aspen's institutional products such as Aspen Learning Library, PracticePerfect, Digital Bookshelf, and ...

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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:

Institutional Sales Manager jobs near you
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 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $75,848 per year, or $36.5 per hour.

Institutional Sales Associate

D.A. Davidson

Denver, CO

$33.65 - $38.46/hr

Full-time

Re-posted 18 days ago

D.A. Davidson rating

7.9

Company rating: 7.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary/Function:

D.A Davidson & Co. is seeking a detail-oriented and proactive Institutional Sales Assistant to support our Fixed Income Sales team. This role is ideal for someone who thrives in a fast-paced, deadline driven environment and has strong organizational and administration skills. The Sales Assistant will play a critical role in onboarding institutional clients, resolving trade and compliance issues, and ensuring smooth operations support across Sales, Trading, and Underwriting desks.

Key Responsibilities
  • Provide high-level administrative support to the Fixed Income Sales team
  • Manage and coordinate the onboarding process for new institutional accounts, including all required documentation
  • Assist in resolving trade discrepancies and identifying potential bond or transaction issues
  • Serve as a liaison between Sales, Trading, Compliance, and Operations teams to ensure accurate and timely processing of trades
  • Support the Fixed Income Trading and Underwriting Desks with ad-hoc requests, account inquiries, and general administrative needs
Qualifications
  • 2+ years of experience in financial services, preferable in a sales support or operations role withing Fixed Income Capital Markets, preferred
  • Maintain or be open to obtaining the Series 7 license within 90 days of employment
  • Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
  • Strong organizational skills and attention to detail
  • Excellent verbal and written communication skills
  • Proven ability to work collaboratively across teams in a professional and fast-paced environment
  • Knowledge of fixed income products and/or FINRA SEC compliance requirements is a plus
What we offer

Competitive salary plus excellent benefits and perks including, but not limited to:  

•    Medical, Dental and Vision
•    Company 401(k)and ESOP contribution 
•    Generous sick, vacation, and maternity/parental leave
•    Paid holidays
•    Professional Development Opportunities
•    Tuition Reimbursement ($15,000 lifetime cap)
•    Discounted personal insurance including home, auto and recreational vehicles
•    Charitable gift-matching program
•    Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

The potential base pay hiring range for this role is $33.65 - $38.46 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
 
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
 
ACKNOWLEDGMENT
Please answer all questions carefully.  By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

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