Director of Institutional Sales Jobs
Director of Institutional Sales jobs are open across asset management, wealth management, financial services, and insurance, with specializations in portfolio sales, client relationship management, and capital markets distribution, from senior associate to managing director. Find a role that fits below and apply directly.
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This position is responsible for initiating, facilitating and acknowledging all the annual philanthropic giving to the school to include the Falcon Annual Fund, restricted scholarships, and donor recruitment/cultivation and donor development.
Key duties and responsibilities:
- Record all donations/gifts made to the school.
- Solicitation of perspective donors and follow-up with existing donors.
- Updating and maintaining donor database.
Bachelor's Degree.
Required years of experience: 2-3 years.
Experience with non-profit/charitable fundraising preferable.
St. Paul Catholic High School Mission
Christ is the reason for St. Paul Catholic High School. Upon this foundation, young men and women from different backgrounds are challenged to be their personal best in academics, athletics, fine arts, and service to others, as they prepare for the rigors of college and lifelong learning. The St. Paul community is distinguished by the respect, care, and encouragement members give each other to achieve moments of greatness.
Hours per week: 20-29
This position is eligible for CT paid sick leave and voluntary retirement participation (employee contributions only). Benefits are subject to applicable eligibility requirements, plan terms, and Archdiocesan policies. When determining salaries, the following factors are carefully considered for each individual position: level and scope of responsibilities, required education, required skills and relevant experience, internal and external equity, and the department’s budget.
Director of Institutional Sales Jobs by Experience Level
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Find JobsDirector of Institutional Sales Job Market
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Education
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in director of institutional sales jobs.
- 7 or more years of institutional sales or related capital markets experience
- Demonstrated history of building and maintaining relationships with institutional investors
- Series 7 and Series 63 or 65 FINRA licenses required or expected within 90 days
- Deep knowledge of investment products including fixed income, equities, or alternatives
- Bachelor's degree in finance, economics, business, or a related field
- CFA designation or progress toward it strongly preferred by most employers
Tips for Your Director of Institutional Sales Job Search
Quantify your AUM and revenue results
Hiring managers for institutional sales roles expect concrete proof of performance. Lead with the assets under management you influenced, revenue you generated, or institutional accounts you closed, not just the number of clients you managed.
Tailor your resume to the asset class
An institutional sales resume for a fixed income shop reads differently than one for an equity or alternatives firm. Align your terminology, product knowledge, and client type to the specific asset class each employer focuses on before you apply.
Target firms by distribution channel and client type
Pension funds, endowments, and insurance general accounts each require a different sales approach. Focus your search on roles where your existing relationships and channel experience match the firm's core institutional client base.
Apply early to roles that fit
Migrate Mate lists director of institutional sales openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for a multi-stage pitch interview
Many institutional sales final rounds include a mock client presentation or a live product pitch to a panel. Practice delivering a concise investment thesis, handling objections on fees and performance, and closing on next steps under pressure.
Negotiate total comp beyond base salary
Institutional sales offer packages often include deferred compensation, trailing commissions on transferred book, and retention bonuses tied to AUM. Understand the full structure before accepting, including clawback provisions and vesting schedules.
Director of Institutional Sales Jobs: Frequently Asked Questions
Which companies are hiring the most director of institutional saless?
The most active employers for director of institutional saless right now are StoneX Group, StoneX, and Morgan Stanley, and the most openings are in New York, Florida, and California, based on current listings on Migrate Mate as of November 2026. Asset managers, insurance carriers, and large broker-dealers tend to post the most volume.
How many director of institutional sales jobs are remote?
About 54% of director of institutional sales openings are fully remote or hybrid as of November 2026, though the role is traditionally in-person given its relationship-driven nature. Client-facing coverage roles tied to specific geographic territories are the least likely to be fully remote, while wholesaling and internal distribution support positions offer the most flexibility.
How do you become a director of institutional sales?
Most directors of institutional sales start in analyst, associate, or sales support roles at an asset manager, bank, or broker-dealer, then move into coverage positions managing smaller institutional accounts. Building a recognized book of relationships with pensions, endowments, or family offices over several years, earning relevant FINRA licenses, and developing deep product expertise in a specific asset class are the core steps that lead to a director-level role.
Can you get hired as a director of institutional sales without direct experience?
Moving directly into a director-level institutional sales role without direct experience is rare, but candidates from adjacent roles do make the transition. Portfolio managers, investment consultants, and capital markets professionals with strong institutional relationships and product credibility are the most common lateral hires. Firms look for demonstrated client trust, relevant product knowledge, and an existing network more than a specific job title.
What does the director of institutional sales interview process look like?
The process typically starts with a recruiter or HR screen focused on background and licensing, followed by a first-round conversation with a sales leader about your book, channels covered, and institutional client relationships. Later rounds often include a business plan presentation, a mock pitch to a panel, and meetings with senior distribution leadership. Reference checks with former institutional clients or colleagues are common at the final stage.
Where can I find and apply to director of institutional sales jobs?
You can find and apply to director of institutional sales jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your asset class expertise, client channel, and geographic focus, then apply directly to each listing from the page.
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