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Institutional Sales Jobs (NOW HIRING)

Overview With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail ... sales plan to target new business such as: attending conferences, utilizing industry conference ...

Description The Institutional Account Manager is responsible for selling unit dose pharmaceuticals ... Improve product knowledge and sales strategies. * Research competitors, acquire knowledge of ...

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Institutional Sales information

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$149.5K

$162.5K

$174K

How much do institutional sales jobs pay per year?

As of Jun 9, 2026, the average yearly pay for institutional sales in the United States is $162,500.00, according to ZipRecruiter salary data. Most workers in this role earn between $156,000.00 and $169,000.00 per year, depending on experience, location, and employer.

How does an Institutional Sales professional typically collaborate with portfolio managers and research analysts?

Institutional Sales professionals work closely with portfolio managers and research analysts to understand client investment goals and provide tailored product recommendations. They frequently relay market insights and client feedback back to the research team, ensuring that product offerings align with client needs. Regular meetings, joint client calls, and collaborative strategy sessions are common, fostering a team-oriented environment where information flows efficiently to best serve institutional clients.

What are institutional sales?

Institutional sales refer to the process of selling financial products and services, such as stocks, bonds, or investment strategies, to large organizations like banks, mutual funds, pension funds, insurance companies, and hedge funds. Professionals in institutional sales act as intermediaries between their firm and these big clients, providing market insights, executing trades, and offering tailored investment solutions. Their role often requires strong financial acumen, relationship-building skills, and a deep understanding of client needs within the financial markets.

What are the key skills and qualifications needed to thrive as an Institutional Sales professional, and why are they important?

To thrive as an Institutional Sales professional, you need a deep understanding of financial markets, strong analytical skills, and a background in finance or business—often supported by a bachelor's degree or higher. Familiarity with CRM software, Bloomberg terminals, and relevant financial certifications such as CFA or Series 7 are typically required. Outstanding interpersonal skills, persuasive communication, and relationship-building abilities help set top performers apart. These skills and qualifications are critical for building trust with institutional clients, driving sales, and navigating complex financial products.
More about Institutional Sales jobs
What cities are hiring for Institutional Sales jobs? Cities with the most Institutional Sales 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 jobs? States with the most job openings for Institutional Sales jobs include:
Infographic showing various Institutional Sales job openings in the United States as of May 2026, with employment types broken down into 17% Full Time, 80% Part Time, and 3% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.
Director - Institutional Sales

Director - Institutional Sales

StoneX Group

Miami, FL

$500K/yr

Full-time

Posted 10 days ago


Job description

Overview

With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors.  Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth. 

Job purpose:

Establish new listed futures and options clearing and execution accounts as well as introducing their existing relationships to StoneX Inc. Expand the client base by exploring new business opportunities and products. Cross-Sell among multiple StoneX departments and Divisions.

Responsibilities

- Prospects and develops new client relationships within our marketplace. - Develops new clearing and execution relationships - Develops a structed sales plan to target new business such as: attending conferences, utilizing industry conference lists of attendees, networking with existing client base. - Manages clearing and execution accounts to ensure the satisfaction of the client relationship. - Monitors your book of business and analyze several daily reports which includes daily PNL fluctuations, risk, revenue generated, and return on capital. - Maintaining your leads, opportunities, current book of business on Salesforce - Understanding client's financial condition and retrieving updated financials annually. - Understanding all StoneX's products and servicing to identify cross-sell opportunities. - Understanding StoneX internal platforms such as MyStoneX, Engage, Position Manager, and Power BI - Understands marketplace dynamics and key players. - Earns the respect and confidence of the client organization by consistently delivering a high level of service

 This list of responsibilities may not be all-inclusive and can be expanded to include other duties or responsibilities as needed

Qualifications

- Bachelor's Degree in Business, Finance, Mathematics, Economics or related field - Must have a current book of business. Should have annual production (revenue / P&L) exceeding $500,000. Current book of business in listed futures and options. Market the firm's services to existing clients as well as new prospect- Extensive knowledge of the Futures industry - Must possess excellent sales ability / experience - Ability to plan, prioritize, and balance multiple tasks and projects to ensure target dates and goals- Effective analytical abilities - Proficient in Microsoft Office (Word, Excel) - High ethical standards - Strong interpersonal skills, and good verbal and written communication skills - Ability to work in a team environment, well organized and detail oriented - Ability to travel to clients as required - Maintains prompt and regular attendance (office).Licenses: Series 3, SIE, Series 7, Series 63Permanent, full-time, #LI-SD1 

Employment Type: FULL_TIME