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Investment Sales Manager Jobs (NOW HIRING)

GTE Financial

Investment Sales Coordinator

Tampa, FL · On-site

$17.75 - $24.25/hr

The Investment Sales Coordinator will coach our licensed bankers in sales execution, pipeline ... Coach, train, and manage Licensed Bankers, ensuring adherence to credit union and departmental ...

GTE Financial

Investment Sales Coordinator

Tampa, FL · On-site

$17.75 - $24.25/hr

The Investment Sales Coordinator will coach our licensed bankers in sales execution, pipeline ... Coach, train, and manage Licensed Bankers, ensuring adherence to credit union and departmental ...

Berkadia

Director Investment Sales

Seattle, WA · On-site +1

Responsibilities * Drive the growth and expansion of Berkadia's Investment Sales practice by ... Strong organizational skills with the capacity to manage multiple tasks simultaneously.

Berkadia

Director Investment Sales

Irvine, CA · On-site +1

Responsibilities * Drive the growth and expansion of Berkadia's Investment Sales practice by ... Strong organizational skills with the capacity to manage multiple tasks simultaneously.

TerraCRG

Associate, Investment Sales

Brooklyn, NY · On-site

$14.75 - $20/hr

Joining our Investment Sales Team as a commercial real estate agent will provide you with the ... Client Management and Relationship Building * Financial Modeling and Analytical Skills * Excellent ...

TerraCRG

Associate, Investment Sales

New York, NY · On-site

$15.25 - $20.75/hr

Joining our Investment Sales Team as a commercial real estate agent will provide you with the ... Client Management and Relationship Building * Financial Modeling and Analytical Skills * Excellent ...

TerraCRG

Associate, Investment Sales

Brooklyn, NY · On-site

$14.75 - $20/hr

Joining our Investment Sales Team as a commercial real estate agent will provide you with the ... Client Management and Relationship Building * Financial Modeling and Analytical Skills * Excellent ...

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Investment Sales Manager information

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$27.5K

$75.8K

$142.5K

How much do investment sales manager jobs pay per year?

As of Jul 15, 2026, the average yearly pay for investment 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 is the difference between Investment Sales Manager vs Real Estate Broker?

AspectInvestment Sales ManagerReal Estate Broker
CredentialsLicenses, certifications in investment salesReal estate license, broker certification
Work EnvironmentCommercial real estate, investment firmsResidential and commercial property sales
Industry UsageFinance, investment firms, commercial real estateReal estate agencies, property transactions

While both roles involve property transactions, an Investment Sales Manager focuses on commercial investment properties and financial aspects, whereas a Real Estate Broker handles a broader range of residential and commercial sales. The Investment Sales Manager typically works within investment firms or financial institutions, emphasizing investment returns and market analysis.

What are some common challenges faced by Investment Sales Managers, and how can they be addressed?

Investment Sales Managers often face challenges such as meeting aggressive sales targets, managing client expectations, and staying updated with market trends. To address these, strong communication and negotiation skills are essential, as is continuous professional development to remain competitive. Building a solid network within the industry and collaborating closely with research analysts and portfolio managers can also help overcome these challenges and drive success in the role.

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

To thrive as an Investment Sales Manager, you need in-depth financial knowledge, sales expertise, and a relevant degree such as finance, economics, or business administration. Familiarity with CRM platforms, financial modeling software, and often certifications like FINRA Series 7 or 63 are typically required. Outstanding interpersonal skills, negotiation abilities, and resilience help build client relationships and close deals. These skills are essential for driving revenue growth, ensuring regulatory compliance, and maintaining long-term client satisfaction in a competitive investment environment.

What does an Investment Sales Manager do?

An Investment Sales Manager is responsible for overseeing the sales of investment products or real estate assets, managing client relationships, and leading a team of sales professionals. Their duties often include developing sales strategies, identifying potential investors or buyers, negotiating deals, and ensuring compliance with regulatory requirements. They also analyze market trends to maximize profitability and meet organizational targets. This role requires strong communication, analytical, and leadership skills.
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Investment Sales Manager jobs near you
Financial Investment Sales Executive

Financial Investment Sales Executive

Veracity Solutions

Los Angeles, CA • On-site

Other

Posted yesterday

New

Job description

Financial Investment Sales Executive

Location: Los Angeles, California (Metro Area Local Candidates Only) Employment Type: Full-Time

A premier national/international asset management firm is seeking a Financial Investment Sales Executive to drive retail investment sales to affluent individual clients. This role offers extraordinary financial upside, strong internal support, and the opportunity to grow within a globally recognized investment management organization.

Key Responsibilities
  • Drive retail financial investment sales to affluent and high-net-worth individual clients
  • Develop and maintain long-term relationships with financial advisors, clients, and partners
  • Present and position investment products and asset management solutions effectively
  • Meet and exceed sales targets through consultative, relationship-driven selling
  • Collaborate with internal research, portfolio management, and client support teams
  • Represent the firm professionally within the Los Angeles metro market
  • Leverage firm-provided sales, marketing, and operational support
  • Maintain compliance with all regulatory and firm standards
Required QualificationsEducation

Bachelor's Degree (Required) MBA (Preferred)

Experience

520 years of successful financial investment sales experience

Background in one or more of the following:

  • Financial Advisory
  • Wealth Management
  • Asset Management
  • Banking / Financial Services
  • Proven success selling investment products to affluent individual clients
  • Demonstrated retail investment sales performance
  • Must currently reside in the Los Angeles metro area
Preferred Qualifications

Extensive experience working with high-net-worth or affluent client segments

Experience at a leading financial services, banking, or asset management institution

Strong consultative selling and relationship management skills

Ideal Candidate Profile

High-performing financial sales executive with a strong sales track record

Client-focused, relationship-driven professional

Motivated by long-term financial growth and career advancement

Interested in moving to a role with greater earning and growth potential

Comfortable working without a requirement to bring a book of business

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