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Investment Sales Manager Jobs (NOW HIRING)

CBRE

Investment Sales Analyst

Denver, CO · On-site

$85K/yr

As a CBRE Investment Sales Analyst, you will be responsible for underwriting, market research, production of offering materials, preparing broker opinions of value (BOV), managing due diligence, and ...

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

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 ...

Trinity Investors

Investment Sales Associate

Southlake, TX · On-site

$13.25 - $18/hr

Investment Sales Associate FLSA Status: Exempt Position Snapshot: This position supports the ... Responsible for managing key existing clients and serving as a driver in selling Trinity to ...

Trinity Investors

Investment Sales Associate

Southlake, TX · On-site

$13.25 - $18/hr

Investment Sales Associate FLSA Status: Exempt Position Snapshot:This position supports the ... Responsible for managing key existing clients and serving as a driver in selling Trinity to ...

Trinity Investors

Investment Sales Associate

Southlake, TX · On-site

$13.25 - $18/hr

Investment Sales Associate FLSA Status: Exempt Position Snapshot: This position supports the ... Responsible for managing key existing clients and serving as a driver in selling Trinity to ...

GREA Midwest

Be Seen First

Multifamily Investment Sales Advisor

Oak Brook, IL · On-site

The Investment Sales Advisor position at GREA is a full-time position designed to accelerate your ... Ensuring data accuracy in CRM systems and validating client and prospect information. * Supporting ...

GREA Midwest

Be Seen First

Multifamily Investment Sales Advisor

Oak Brook, IL · On-site

The Investment Sales Advisor position at GREA is a full-time position designed to accelerate your ... Ensuring data accuracy in CRM systems and validating client and prospect information. * Supporting ...

RFP Homes

Investment Sales Consultant

Fort Worth, TX · On-site

$15K - $25K/mo

Investment Sales Consultant -- Real Estate | Fort Worth, TX RFP Homes is growing! We're looking for ... Warm leads provided through ongoing company marketing * CRM, technology, and hands-on training ...

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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 Sep 9, 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 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.

What are the key skills and qualifications needed to thrive as an investment sales manager?

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 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 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.

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Investment Sales Manager jobs near you
Infographic showing various Investment Sales Manager job openings in the United States as of September 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $75,848 per year, or $36.5 per hour.

2027 Undergraduate - Investment Sales Development Program

Smithfield, RI • On-site

Fidelity Investments
Investment Management and Consulting Services • 10K+ employees
Learn more about Fidelity Investmentsexternal

Full-time

Re-posted yesterday

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services

Job description


Investment Sales Development Program
Note: Fidelity will not provide immigration sponsorship for this position
Use your people skills and desire to learn about the financial services industry to make a difference at Fidelity. Join our Investment Sales Development Program (ISDP), a dynamic career development program where you will make a meaningful impact by working directly with financial advisors as part of the Fidelity Institutional (FI) Intermediary Investment Client Group team.
You will begin your journey as an Investment Sales Associate (ISA) where you will start to build your skills and product knowledge within a supportive high-energy and collaborative team environment. Throughout the 12-18-month duration, you will receive continual support and guidance to attain required securities licenses (Series 7 & 63), product knowledge, and relationship-building skills as you work toward developing a successful sales career at Fidelity.
The Qualities We're Looking For
  • Bachelor's degree
  • Commitment to growing your technical knowledge of the financial industry
  • Passion for capital markets and investment products
  • Aptitude and dedication for continuous learning and self-improvement
  • Team player, confident, and self-motivated
  • Excellent communicator, excited to engage clients
  • Appreciate the challenge of working in a goal and results-oriented environment

The Purpose of Your Role
As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and video conference to provide valuable market insights, investment product overviews, and portfolio construction ideas that will help financial advisors achieve their clients' financial goals.
Throughout the program, you will continue to grow your foundational knowledge of the financial industry and build your consultative selling skills:
  • Capital Markets and Investment Product Knowledge
  • Sales Process and Territory Management
  • Consultative Presentation Capabilities
  • Financial Advisor and Intermediary Segment Landscape

The Investment Sales Development Program is a multi-year career development program with three distinct phases to help you grow your foundational knowledge of the financial industry while developing critical sales skills. In each phase, you will be working with our intermediary clients (financial advisors) to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotions, based on how well you demonstrate core competencies.
The three phases within the ISDP include:
1) Licensing & Training - Master the essentials and support financial advisor investment product inquiries.
2) Client Engagement - Initiate new client relationships and uncover sales opportunities.
3) Territory Ownership - Collaborate with an external sales partner to drive investment product sales.
Your career path begins as an Investment Sales Associate (ISA) and progresses to Regional Investment Consultant (RIC) and Senior Regional Investment Consultant (Sr. RIC). The journey can ultimately lead you to a leadership role or one where you are responsible for sales within your own assigned territory. At Fidelity, you'll find opportunities to grow your career along a path that aligns with your goals.
The Skills You Bring
  • Strong communication skills
  • Curiosity, a learner mindset, and the drive to develop an extensive skill set
  • Ability to develop technical depth in financial markets and investment products
  • Contributing member of a competitive, collaborative, and energized team
  • Organized, with ability to multitask, prioritize, and adjust to change
  • Proven capability to be proactive and demonstrate initiative
  • Receptive to feedback and coaching
  • Thrive in a team-based sales environment
  • Take initiative and strive to exceed expectations

The Value You Deliver
  • You provide valuable market insights, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors helping their clients achieve financial independence
  • You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices
  • Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, and support our culture of inclusivity

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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