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Institutional Sales Jobs (NOW HIRING)

OP Labs

Institutional Sales Lead

New York, NY · On-site

Experience * 10+ years of experience in enterprise sales * Proven track record of closing and scaling complex deals with institutional clients * Deep understanding of fintech infrastructure: wallets ...

Invesco

Dir Institutional Distr Centrl

Columbus, OH · Hybrid

$125K - $150K/yr

This individual will manage a sales territory of institutional entities focusing on providing investment solutions across pension, retirement, and not-for-profit asset pools. This individual will ...

Invesco

Dir Institutional Distr Centrl

Downers Grove, IL · On-site

$125 - $150/hr

This Director role is part of our broader institutional sales effort and will be responsible for driving new business, maintaining existing business and serving as the primary liaison for ...

Invesco

Dir Institutional Distr Centrl

Minneapolis, MN · Hybrid

$125K - $150K/yr

This individual will manage a sales territory of institutional entities focusing on providing investment solutions across pension, retirement, and not-for-profit asset pools. This individual will ...

Invesco

Dir Institutional Distr Centrl

Saint Louis, MO · Hybrid

$125K - $150K/yr

This individual will manage a sales territory of institutional entities focusing on providing investment solutions across pension, retirement, and not-for-profit asset pools. This individual will ...

Invesco

Dir Institutional Distr Centrl

Downers Grove, IL · Hybrid

$125K - $150K/yr

This individual will manage a sales territory of institutional entities focusing on providing investment solutions across pension, retirement, and not-for-profit asset pools. This individual will ...

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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 Aug 17, 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.

What is 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.

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 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.
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Institutional Sales jobs near you
Infographic showing various Institutional Sales 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, with an average salary of $162,500 per year, or $78.1 per hour.

Institutional Sales Coordinator

Robert W Baird & Co

Milwaukee, WI • On-site

$18.50 - $25.25/hr

Full-time

Re-posted 24 days ago

Job description

We are seeking a client service individual who is highly driven and successful at managing multiple priorities. This position supports a dynamic sales team. The environment is fast-paced and excellence is expected. Individuals with a desire to improve day-to-day duties and the broader team thrive in this environment.

The Impact You'll Make:


Manage scheduling and logistics for full-day client meetings, including preparation of detailed itineraries and coordination of travel, accommodations, catering, group events, transportation, etc. for several days per week
Coordinate & manage a dynamic team calendar for several Institutional Officers; tracking travel, vacations, internal meetings, and special events to ensure proper coverage and execution of all meetings
Work with the team to schedule client meetings, coordinate conference calls and promote attendance to Baird events (NDRs, Conferences, Field Trips, Company Visits, Dinners, etc.)
Maintain client records using a variety of research tools to preserve accuracy. Perform Word and Excel functions of moderate complexity. Compose letters, memos, and reports from verbal or written instructions
Assemble client materials; compile research, record portfolio holdings, and maintain CRM system to help the team focus on client needs
Prepare and submit detailed client interaction reports, summarizing engagement activities over defined periods, ensuring content is clear and accurate for client review
Develop and maintain relationships with associates in Corporate Access, Conference Services, Trading, Research, the Equity Capital Markets Desk, and the team of Equity Coordinators
Manage incoming and outgoing communications; provide information or direct inquiries, addressing questions that require knowledge of departmental and company functions
Process Institutional Officers' expense reports; checking for accuracy and appropriate receipts to ensure prompt payment
Perform other duties as assigned

What You'll Bring to Baird:
Bachelor's degree preferred and a minimum of 1-5 years' experience performing support functions. Industry experience helpful. SIE, Series 7 and 63 are a plus
Exceptional organizational skills - is consistent, dependable, and accurate. Ability to prioritize daily workflow to effectively meet deadlines
Exceptional communication skills - ability to effectively exchange ideas and information or influence others with a high level of professionalism
Must be detail oriented and recognize errors in numbers, spelling, grammar, and punctuation. Must demonstrate good follow-through skills to ensure a successful result
Strong team player mentality- willing to pitch in and help other team members and leaders, as necessary. Flexible and highly adaptable
Ability to tolerate peak workloads, to deal with constant interruptions and to maintain flexibility and composure in a high volume, high-intensity environment
Ability to work independently in a fast-paced team environment with minimal supervision
Excellent PC skills -Advanced knowledge of Microsoft Word, Excel, and PowerPoint. Experience utilizing pivot tables is helpful

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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