Institutional Sales Assistant

Job Title : Assistant – Institutional Sales Reports to : Senior Managing Director, Business Manager Department: Institutional Sales Location: New York Salary Range: $70,000 - $85,000 Position Summary The Institutional Sales Assistant is an integral member of the Institutional Equity Sales team, providing administrative, operational, and project support to the department head and sales professionals.

This role partners closely with the New York sales desk to support client coverage, business development initiatives, and the efficient execution of day-to-day sales activities. Primary Duties and Responsibilities Administrative Functions Coordinate client meetings, marketing events, and roadshows, including calendars, travel, expenses, and meeting logistics.

Support the distribution of sales resources, research, and internal communications. Maintain CRM contacts, distribution lists, and other sales support tools. Coordinate catering and logistics for client meetings. Provide vacation coverage for department assistants and backup support to the Boston Sales team. Institutional Sales Support Partner closely with Institutional Equity Sales professionals to support daily client coverage and sales initiatives.

Assist in preparing and distributing research, marketing materials, corporate access invitations, and other client communications. Provide functional support for CRM, research entitlements, and other sales platforms. Collaborate with Research, Corporate Access, Marketing, Operations, and Compliance to ensure seamless client service and sales execution.

Facilitate onboarding and training of new employees. Monitor MEDACorp investor calls and provide backup support for consumption reporting as needed. Experience/Qualifications Required Bachelor's degree. Strong proficiency in Microsoft Word, Excel, and PowerPoint. Excellent organizational, written, and verbal communication skills.

Ability to manage multiple priorities in a fast-paced, client-focused environment with strong attention to detail. Must obtain and maintain the FINRA Securities Industry Essentials (SIE), Series 7, and Series 63 registrations within six months of hire.