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Institutional Sales Trading Jobs (NOW HIRING)

B. Riley Securities

Senior Sales Trader

New York, NY · On-site

Senior Sales Trader Company Description B. Riley Securities provides a full suite of investment ... Build and nurture relationships with assigned institutional investors through trading and execution ...

D.A. Davidson

Institutional Sales Associate

Omaha, NE

$33.65 - $38.46/hr

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 ...

D.A. Davidson

Institutional Sales Associate

Omaha, NE · On-site

$33.65 - $38.46/hr

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 ...

D.A. Davidson

Institutional Sales Associate

Omaha, NE

$33.65 - $38.46/hr

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 ...

D.A. Davidson

Institutional Sales Associate

Denver, CO · On-site

$33.65 - $38.46/hr

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 ...

D.A. Davidson

Institutional Sales Associate

Denver, CO

$33.65 - $38.46/hr

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 ...

Gemini

Principal, Institutional Sales

New York, NY · On-site

$150K/yr

As a publicly traded company, Gemini is poised to accelerate this vision with greater scale, reach, and impact. The Department: Institutional Sales The Role: Principal, Institutional Sales Gemini is ...

Monex USA

Executive - Institutional Sales

Manhattan, NY · On-site

$80K - $130K/yr

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 ...

Monex

Executive - Institutional Sales

New York, NY · On-site

$80K - $130K/yr

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 ...

Gemini

Principal, Institutional Sales

New York, NY

$150K/yr

As a publicly traded company, Gemini is poised to accelerate this vision with greater scale, reach, and impact. The Department: Institutional Sales The Role: Principal, Institutional Sales Gemini is ...

Blockchain.com

Institutional Sales Associate

New York, NY · On-site +1

$15.25 - $20.75/hr

Identify and onboard institutional prospects, including hedge funds, family offices, VCs, and high-frequency trading firms within the AMER markets * Manage the full sales lifecycle: from cold ...

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Institutional Sales Trading information

What is institutional sales trading?

Institutional sales trading is a specialized area within financial services where professionals facilitate large-scale buying and selling of securities on behalf of institutional clients such as mutual funds, pension funds, hedge funds, and insurance companies. Sales traders act as intermediaries, providing market insights, executing trades, and managing relationships to help clients achieve the best possible outcomes. Their role often involves a deep understanding of financial markets, strong client service skills, and staying updated on market trends and regulatory changes.

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

To thrive as an Institutional Sales Trader, you need a solid understanding of financial markets, securities products, and client relationship management, typically supported by a finance degree and relevant FINRA licenses such as Series 7 and 63. Expertise in trading platforms like Bloomberg Terminal, market analytics software, and order management systems is essential. Exceptional communication, negotiation skills, and the ability to perform under pressure set top performers apart. These competencies are crucial for executing large trades efficiently, managing client portfolios, and ensuring regulatory compliance in a fast-paced environment.

What are some common challenges faced by professionals in institutional sales trading, and how can they be managed?

Institutional Sales Traders often encounter challenges such as managing large, complex orders while maintaining client confidentiality and minimizing market impact. Additionally, they must keep up with rapidly changing market conditions and regulatory requirements. Building strong relationships with both buy-side clients and trading desks is essential for success. Effective communication, staying current with market trends, and leveraging advanced trading technology are key strategies for managing these challenges.

What is the difference between Institutional Sales Trading vs Equity Sales?

AspectInstitutional Sales TradingEquity Sales
Primary FocusExecuting trades and managing relationships with institutional clientsAdvising clients on equity investments and selling equity products
Work EnvironmentTrading desks, client meetings, market analysisClient meetings, sales pitches, market research
Required CredentialsFinance degree, licensing (e.g., Series 7, 63), strong market knowledgeFinance degree, licensing (e.g., Series 7, 63), sales skills

Institutional Sales Trading primarily involves executing trades and maintaining relationships with institutional clients, focusing on trade execution and market strategies. Equity Sales emphasizes advising clients on equity investments and selling equity products. While both roles require similar credentials and work in related environments, their core functions differ: one is trade-focused, the other client advisory and sales-oriented.

More about Institutional Sales Trading jobs

What states have the most Institutional Sales Trading jobs?

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

What job categories do people searching Institutional Sales Trading jobs look for?

The top searched job categories for Institutional Sales Trading jobs are:

Institutional Sales Trading jobs near you
Infographic showing various Institutional Sales Trading job openings in the United States as of August 2026, with employment types broken down into 78% Full Time, 21% Part Time, and 1% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution.

Senior Sales Trader

B. Riley Securities

New York, NY • On-site

Full-time

Re-posted 6 days ago

Job description

Position: Senior Sales Trader
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 Senior Sales Trader to join our Cash Equity desk. The Senior Sales Trader will work closely with the institutional sales force to coordinate research ideas with buyside desks. Responsibilities include developing and maintaining relationships with assigned institutional clients through trading and execution services, processing trade tickets, educating clients on B. Riley Securities research including Syndicate activity, interfacing with back office operations, and performing various administrative duties. The candidate will service large accounts with an average of 15+ client relationships, generate revenue exceeding firm goals, and report to the SMD, Head of Equity Trading. Strong communication skills are essential for conveying trade ideas, market updates, and execution strategies to clients and internal teams. The ideal candidate is a self-starter, highly motivated, able to multitask under pressure, and handle stressful situations calmly and professionally with minimal supervision. The compensation for this position is commission-based.
Key Responsibilities
  • Work closely with the institutional sales force to generate ideas, coordinate buyers and sellers, and facilitate seamless order flow.
  • Build and nurture relationships with assigned institutional investors through trading and execution services to grow trading volumes, provide tailored market insights, and drive revenue.
  • Develop a deep understanding of clients' trading strategies, risk tolerances, and needs to offer proactive ideas.
  • Process trade tickets, interface with back office operations, and perform administrative duties to support smooth transaction workflows.
  • Collaborate with Sales, Research, and Trading teams to resolve issues, share market color, and enhance client experiences.
  • Achieve and exceed revenue targets through trading activity, rigorous client engagement, and opportunity identification.
  • Stay informed on market trends, liquidity dynamics, competitor activities, and B. Riley's proprietary small-cap equity research to anticipate client needs.
  • Communicate trade ideas, pricing, and market updates effectively to clients while maintaining discretion and courtesy.
  • Train and mentor junior sales traders or assistants, contribute to hiring and team development, and provide feedback to management on trading procedures, technology, and efficiencies.
  • Adhere to compliance policies, risk management protocols, and maintain high standards of client service.

Qualifications
  • 5-8 years of experience in securities trading, with a focus on institutional equity sales trading or equivalent combination of education and experience.
  • Series 7, 63, and 55 (or 57) licenses required.
  • Extensive knowledge of the securities industry, including listed securities, market data products (mandatory), and execution strategies.
  • Proven ability to execute complex trades, manage high-volume order flow (including 15+ client relationships), build strong client relationships, and structure transactions.
  • Strong verbal and written communication skills, with the ability to express ideas effectively, fluently, discreetly, and courteously; exceptional negotiation, analytical, and quick decision-making abilities.
  • Ability to organize time well, set proper priorities, multitask, and perform under pressure in a fast-paced trading environment.
  • Proficiency in market data and trading software systems, including Bloomberg, Fidessa; MS Outlook/Excel, with 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.
  • Bachelor's degree in finance, economics, or a related field; advanced degrees or certifications such as CFA are a plus.

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.

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