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Portfolio Sales Jobs (NOW HIRING)

Qcells

Director, Portfolio Transactions

Teaneck, NJ · On-site

$170K - $210K/yr

Lead day-to-day transaction execution for the sale, transfer, or contribution of solar and storage assets and portfolios into AssetCo vehicles. * Serve as the primary day-to-day transaction lead with ...

Qcells

Director, Portfolio Transactions

Teaneck, NJ · On-site

$170K - $210K/yr

Lead day-to-day transaction execution for the sale, transfer, or contribution of solar and storage assets and portfolios into AssetCo vehicles. * Serve as the primary day-to-day transaction lead with ...

Informa

Account Manager, Portfolio

Newton, MA · On-site +1

TTGT) informs, influences and connects the world's technology buyers and sellers, to accelerate ... The Account Manager, Portfolio position is part of the Global Portfolio Sales team at Informa ...

Informa

Account Manager, Portfolio

Newton, MA · On-site +1

TTGT) informs, influences and connects the world's technology buyers and sellers, to accelerate ... The Account Manager, Portfolio position is part of the Global Portfolio Sales team at Informa ...

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All JobsPortfolio Sales Jobs

Portfolio Sales information

See salary details

$26K

$79.2K

$142.5K

How much do portfolio sales jobs pay per year?

As of Jun 17, 2026, the average yearly pay for portfolio sales in the United States is $79,193.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $92,500.00 per year, depending on experience, location, and employer.

How does a Portfolio Sales professional typically collaborate with other departments to meet client needs?

Portfolio Sales professionals frequently work alongside product specialists, client relationship managers, and risk analysts to deliver tailored solutions for clients. Collaboration is essential when assessing client portfolios, identifying upsell or cross-sell opportunities, and ensuring that proposed products align with clients’ investment objectives. Regular meetings and strategy sessions with internal teams help maintain a comprehensive understanding of available offerings and market conditions, enabling the Portfolio Sales professional to provide informed recommendations and seamless service.

What jobs pay $10,000 a month without a degree?

In portfolio sales, high earnings can be achieved through commission-based roles such as real estate agents, financial advisors, or luxury item brokers, which often do not require a degree but rely on sales skills, networking, and industry knowledge. Success depends on experience, client base, and sales performance, with top performers earning $10,000 or more monthly. Building a strong professional network and developing relevant skills can help reach these income levels.

What is portfolio sales?

Portfolio sales refers to the process of selling a collection of financial assets, such as loans, securities, or real estate holdings, as a single package rather than selling each asset individually. This approach is commonly used by banks, investment firms, and corporations to efficiently manage their balance sheets, optimize returns, or mitigate risks. Portfolio sales can help sellers quickly offload underperforming or non-core assets while offering buyers the opportunity to acquire diversified holdings at potentially favorable prices.

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

To thrive as a Portfolio Sales professional, you need strong sales acumen, financial analysis skills, and a solid understanding of investment products, often supported by a degree in finance or business. Familiarity with CRM systems, portfolio management software, and relevant certifications such as FINRA Series 7 or CFA are typically required. Excellent communication, relationship-building, and negotiation skills help you stand out in building trust with clients and closing deals. These skills are vital for effectively managing client portfolios, achieving sales targets, and sustaining long-term client relationships in a competitive market.

What is the difference between Portfolio Sales vs Account Executive?

AspectPortfolio SalesAccount Executive
Primary FocusManaging and selling a portfolio of products or services to clientsGenerating new business and managing client accounts
Work EnvironmentSales teams, client meetings, account managementSales teams, client interactions, negotiations
Required CredentialsSales experience, industry knowledge, sometimes certificationsSales experience, communication skills, sometimes certifications

Portfolio Sales professionals focus on managing and selling a range of products within a client portfolio, emphasizing retention and upselling. Account Executives primarily focus on acquiring new clients and closing sales. While both roles require sales skills and industry knowledge, Portfolio Sales roles emphasize account management and long-term client relationships, whereas Account Executives concentrate on new business development.

Can you make $500,000 a year in sales?

Portfolio sales roles can potentially generate $500,000 or more annually, especially for experienced sales professionals managing high-value accounts or complex portfolios. Achieving this level depends on factors such as industry, sales skills, client base, and commission structures, with top performers often earning six-figure incomes or higher.

What jobs pay $500,000 a year in the US?

In portfolio sales, high earnings of $500,000 or more annually are typically achieved by senior sales executives, investment professionals, or those in executive leadership roles with extensive experience and a strong client network. These positions often require advanced negotiation skills, industry knowledge, and sometimes certifications such as CFA or CPA. Compensation may include base salary, commissions, and bonuses based on performance.

What jobs make $1,000,000 a year?

In portfolio sales, high-earning roles typically involve senior sales executives, investment bankers, or entrepreneurs managing large portfolios, often earning over $1 million annually through commissions, bonuses, or profit sharing. Success in these roles requires extensive industry experience, strong negotiation skills, and a proven track record of closing high-value deals or managing substantial assets.
More about Portfolio Sales jobs
What are the most commonly searched types of Portfolio Sales jobs? The most popular types of Portfolio Sales jobs are:
What job categories do people searching Portfolio Sales jobs look for? The top searched job categories for Portfolio Sales jobs are:
Portfolio Sales jobs near you
Infographic showing various Portfolio Sales job openings in the United States as of June 2026, with employment types broken down into 90% Full Time, 5% Part Time, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $79,193 per year, or $38.1 per hour.
Associate/Vice President, US Wealth Advisory Model Portfolio Sales

Associate/Vice President, US Wealth Advisory Model Portfolio Sales

BlackRock, Inc.

Princeton, NJ • On-site

$15.75 - $17.75/hr

Full-time

Medical, Retirement

Posted 14 days ago

BlackRock rating

7.8

Company rating: 7.8 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

Job description

About this role
Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and pioneer in this space with a variety of different model solutions for clients to choose from.
Business Description
BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to retail.
Role Description
BlackRock Model Specialists in US Wealth Advisory are responsible for accelerating the growth of Model Portfolios. The scope of their role will include 3 core elements:
(1) Be the authority on Model Portfolios to sell a broad range of Model Portfolios constructed by BlackRock to the largest and fastest growing firms.
(2) As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales opportunities with a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to Financial Advisors.
(3) Deliver deep Portfolio Construction expertise, education, and market insights through the presentation of BlackRock & iShares content in client meetings, scaled in-person and digital events. The role is located in multiple locations including Princeton, San Francisco & Atlanta.
Primary Responsibilities
  • Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape.
  • Deliver fiduciary and investment insights through portfolio construction conversations.
  • Accelerate the growth of Model Portfolios within a given geography
  • Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors.
  • Profile to learn more about our clients and deploy the appropriate resources.
  • Partner with portfolio solutions, product strategists, and Centers of Influence in the territory to deliver the firm.
  • Embrace technology to deliver an exceptional client experience.

Experience
  • Experienced Sales Professionals who have a track record of client ownership
  • Goal-oriented and ambitious candidates with capacity and drive to reach and exceed sales quotas
  • Candidates with proven relationship building skills
  • Strong Passion for Asset Management Industry and Capital Markets

Skills and Qualifications
  • Bachelor's degree required
  • CIMA or CFA preferred
  • Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external)
  • Strong financial services background with knowledge of investment trends and advisor practices
  • Exceptional verbal and written communication skills
  • Strong territory management and sales skills, including profiling and resource deployment
  • NASD Series 7 and 66 (or 63 & 65) required
  • Clean U-4
  • Part-time travel is required within the territory

For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

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