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Investment Sales Manager Jobs (NOW HIRING)

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 ...

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 ...

Marcus & Millichap

Investment Sales Agent

Fresno, CA

$81K - $109K/yr

Marcus & Millichap is the number one investment sales brokerage in North America, closing four ... Managing negotiations and deal execution from engagement through closing * Collaborating with ...

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.

Marcus & Millichap

Investment Sales Agent

Miami, FL

Marcus & Millichap is the number one investment sales brokerage in North America, closing four ... Managing negotiations and deal execution from engagement through closing * Collaborating with ...

Marcus & Millichap

Investment Sales Agent

Reno, NV

Marcus & Millichap is the number one investment sales brokerage in North America, closing four ... Managing negotiations and deal execution from engagement through closing * Collaborating with ...

Marcus & Millichap

Investment Sales Agent

Orlando, FL · On-site

Marcus & Millichap is the number one investment sales brokerage in North America, closing four ... Managing negotiations and deal execution from engagement through closing * Collaborating with ...

Marcus & Millichap

Investment Sales Agent

Miami, FL · On-site

Marcus & Millichap is the number one investment sales brokerage in North America, closing four ... Managing negotiations and deal execution from engagement through closing * Collaborating with ...

Marcus & Millichap

Investment Sales Agent

Phoenix, AZ · On-site

Marcus & Millichap is the number one investment sales brokerage in North America, closing four ... Managing negotiations and deal execution from engagement through closing * Collaborating with ...

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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 Aug 19, 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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What are the most commonly searched types of Investment Sales jobs?

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What states have the most Investment Sales Manager jobs?

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Investment Sales Manager jobs near you
Infographic showing various Investment Sales Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $75,848 per year, or $36.5 per hour.

Investment Sales Associate

Trinity Investors

Southlake, TX • On-site

$13.25 - $18/hr

Full-time

Re-posted yesterday

Job description

Investment Sales Associate FLSA Status: Exempt Position Snapshot:
This position supports the investor relationship function to build and maintain profitable relationships with investors. Responsible for managing key existing clients and serving as a driver in selling Trinity to existing investors.
Essential Functions:
  • Report directly to Client Relations Manager
  • Serves as the key point of contact for existing investors; responsible for investor relations activities by nurturing existing relationships
  • Work closely with the Marketing, Investments, and Client Relations teams to execute on initiatives to grow the business and create effective strategies
  • Service investors with high level of integrity, build rapport, obtain referrals, and maintain a positive company image
  • Utilize Excel, CRM investor portal, and Google Sheets to prepare reports related to sales activity
  • May travel 2-3x/year to visit investments and attend investor events, occasionally out of state
  • Note: The duties of this position do not involve cold calling
Required Qualifications, Education, and Experience:
  • Bachelor's Degree in Finance, Business Administration, Real Estate, or a relevant subject
  • 3+ years of applicable work experience with progressively increased responsibilities in business development or relationship management
  • Have showcased success (metrics) in an earlier role; proven track record of managing successful partnership relationships
  • Strong working knowledge of finance and private equity
  • Proficient in Word, Excel, Outlook, Adobe, and Google Sheets
  • Self-motivated, high energy, goal-oriented
  • Excellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunities
  • Licensed by FINRA with SIE, Series 82 or 7, and Series 63, 66, or 65; or similar
  • Notable interpersonal skills, with the ability to negotiate and coordinate with third parties on behalf of Trinity
  • Must have the ability to self-direct work and exercise independent judgment to formulate and implement solutions
Preferred Qualifications:
  • Ability to focus under pressure; comfortable meeting tight deadlines with a high degree of accuracy and attention to detail
  • Excellent critical reasoning, quantitative, and analytical skills demonstrated by work experience and/or academic record
  • Ability to multitask and prioritize deadlines across several projects with different managers
  • Self-starter; able to identify "what's next" and make meaningful progress with little oversight or structure
  • Familiarity with JuniperSquare and HubSpot or similar CRM tool, such as Salesforce
Supervisory Responsibilities
  • None
Work Environment, Physical Factors, and Other Special Requirements
The work environment characteristics described here are representative of those the employee will encounter while performing the essential functions of this job. Work is performed in an office environment and the noise level is moderate.
To perform this job successfully, the employee is frequently required to remain in a stationary position. Daily movements include sitting; standing; reaching and grasping; operating computers and other office equipment; moving about the office; and attending onsite and offsite meetings. Must be able to exchange information in person, in writing, and via telephone. Ability to maintain regular, punctual in-office attendance consistent with the Americans with Disabilities Act (ADA) and other federal, state, and local standards is required for teamwork, face-to-face interaction with co-workers/investors, and operating required office technology and equipment. The employee may work extended hours, outside of regular shift schedule, as required by operational needs.
Trinity Investors may require the employee to perform duties outside of their job description to meet business and operational needs. This job description is not intended to be an all-inclusive list; other duties may be assigned at any time, with or without notice.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential duties of the position by contacting the Human Resources Department.

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