ZipRecruiter

Log In

1

Institutional Sales Relationship Manager Jobs (NOW HIRING)

previous pagenext page

Showing results 21-40

All JobsInstitutional Sales Relationship JobsInstitutional Sales Relationship Manager Jobs

Institutional Sales Relationship Manager information

See salary details

$28.5K

$61.2K

$94K

How much do institutional sales relationship manager jobs pay per year?

As of Sep 11, 2026, the average yearly pay for institutional sales relationship manager in the United States is $61,209.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $64,500.00 per year, depending on experience, location, and employer.

What is an institutional sales relationship manager?

An Institutional Sales Relationship Manager is a professional who manages and develops relationships with large clients such as corporations, governments, or financial institutions, typically on behalf of a bank, investment firm, or other financial organization. Their main responsibilities include understanding client needs, offering tailored financial products and services, and ensuring a high level of client satisfaction. They also work closely with internal teams to deliver solutions, monitor market trends, and identify new business opportunities. The role requires strong communication, negotiation, and analytical skills to foster long-term partnerships and drive revenue growth.

How does an institutional sales relationship manager typically collaborate with internal teams to serve clients effectively?

An Institutional Sales Relationship Manager frequently works cross-functionally with teams such as product specialists, research analysts, compliance, and operations to deliver tailored solutions for institutional clients. This collaboration ensures that client needs are met efficiently, complex products are explained accurately, and all regulatory requirements are satisfied. Strong communication and project management skills are essential, as Relationship Managers often coordinate meetings, relay client feedback, and help develop customized proposals with input from multiple departments. This teamwork is vital for building lasting client relationships and achieving sales targets.

What are the key skills and qualifications needed to thrive as an institutional sales relationship manager, and why are they important?

To thrive as an Institutional Sales Relationship Manager, you need a solid background in finance or business, strong analytical skills, and experience in institutional sales or client management, typically supported by a bachelor's degree. Familiarity with CRM systems, Bloomberg Terminal, and relevant financial certifications such as CFA or Series 7 is often required. Outstanding interpersonal skills, strategic thinking, and effective negotiation abilities are key soft skills that set top performers apart. These competencies are crucial for building lasting client relationships, driving revenue growth, and navigating the complexities of institutional financial markets.

What cities are hiring for Institutional Sales Relationship Manager jobs?

Cities with the most Institutional Sales Relationship Manager job openings:

What states have the most Institutional Sales Relationship Manager jobs?

States with the most job openings for Institutional Sales Relationship Manager jobs include:

What are popular job titles related to Institutional Sales Relationship Manager jobs?

For Institutional Sales Relationship Manager jobs, the most frequently searched job titles are:

Institutional Equity Sales

Manhattan, NY • On-site

Roth Capital Partners, LLC
See more jobs at Roth Capital Partners, LLCexternal

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Institutional Equity Sales Professional

Roth Capital Partners, LLC is a relationship-driven investment bank focused on serving growth companies and their investors. In addition to capital markets and M&A advisory services, our full-service platform provides a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, institutional sales and trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S. Roth is looking to add an Institutional Equity Sales Professional to our team.

The Institutional Sales Professional is a senior, revenue-generating role responsible for building and maintaining relationships with our clients (hedge funds, family offices, mutual/pension funds & other asset managers). This role will be generalist coverage, representing the full breadth of Roth's institutional capabilities, including equity research, corporate access, capital markets transactions (IPOs, follow-ons, blocks), and trade execution. This is a senior role, requiring individual contribution and self-driven operations, with a high degree of autonomy, commercial judgment, and cross-desk collaboration. This position may be based out of any of our U.S. Offices. Responsibilities include (but are not limited to):

  • Originate, develop, and manage relationships with institutional investor accounts across the buy side.
  • Meet or exceed individual commission and revenue targets while managing account profitability and client servicing costs.
  • Market & distribute the firm's equity research, corporate access events and desk strategists event driven and macro commentary. Distribute and cross-sell equity capital markets transactions; IPOs, follow-on offerings, blocks, and secondary offerings to institutional accounts.
  • Partner closely with research analysts, sales-trading, capital markets, and corporate access teams to ensure coordinated, high-quality client coverage.
  • Maintain a deep working knowledge of covered sectors, market conditions, and portfolio manager/analyst priorities across accounts.
  • Maintain compliance with all regulatory requirements (FINRA, SEC) and internal policies governing institutional sales conduct, including information barriers and research distribution rules.
  • Represent the firm at industry conferences, non-deal roadshows, and client events.

Skills and Attributes:

  • Strong knowledge of equity markets, capital markets products, and sector fundamentals across a broad range of industries.
  • Excellent relationship management, negotiation, and communication skills, with the executive presence to engage senior portfolio managers and C-suite corporate clients.
  • Demonstrated ability to work collaboratively across research, salestrading, and capital markets desks.

Qualifications:

  • 5-10+ years of institutional equity sales experience at a bulge bracket, middle-market, or boutique investment bank.
  • Established, portable book of institutional investor relationships with a demonstrated track record of commission generation.
  • Bachelor's degree required.
  • Active Series 7 and Series 63 licenses required (or ability to obtain promptly).
  • Clean U.S. regulatory record (FINRA BrokerCheck).

Compensation: This position is commission-based. Total compensation, including commission and any discretionary bonus, will vary based on experience, portable book of business, and individual production.

Apply