Published: Sep 22, 2025 - The Institutional Sales Manager builds and maintains strong relationships with institutional investors and corporate clients while managing the full sales cycle from lead qualification to deal closure. This role involves cultivating new business opportunities, maintaining a high-quality sales pipeline, and delivering a white-glove client experience as a trusted brand ambassador. The manager also collaborates cross-functionally with internal teams to design revenue-generating strategies, organize sales collateral, and support the company’s growth objectives.

Tips for Institutional Sales Manager Skills and Responsibilities on a Resume
1. Institutional Sales Manager, Horizon Capital Partners, Austin, TX
Job Summary:
- Responsible for revenue and profitability goals.
- Establish sales objectives by forecasting and developing annual sales quotas for regions and territories, projecting expected sales volume and profit for existing and new products.
- Build the required order book.
- Identify, build and manage the Total Addressable Market for EC-Council's Academia Programs in the assigned region or territory to meet organizational goals.
- Build and manage suitable engagement with the academia for the development of business, key academic influencers, decision-making metrics, and academic cycles.
- Responsible for curriculum mapping, functionalities of the board of studies, and maintaining meaningful relationships with the key academicians in the assigned territory.
- Design and implement a strategic business plan that expands the company’s customer base and ensures its strong presence in the market.
- Maintains sales volume, product mix, and selling price by keeping current with supply and demand, changing trends, economic indicators, and competitors.
- Identify new opportunities, implement change, resolve issues, gather competitive information, and identify trends that affect current and future growth of sales and profitability.
Skills on Resume:
- Revenue Management (Hard Skills)
- Sales Forecasting (Hard Skills)
- Market Analysis (Hard Skills)
- Strategic Planning (Hard Skills)
- Academic Relations (Soft Skills)
- Curriculum Mapping (Hard Skills)
- Opportunity Identification (Hard Skills)
- Business Communication (Soft Skills)
2. Institutional Sales Manager, Summit Ridge Investments, Charlotte, NC
Job Summary:
- Develop and oversee the go-to-market strategy for family office engagement.
- Partner with Asset class heads, Investor Relations and Marketing to engage family offices.
- Educate clients and prospects on alternative investments.
- Build and maintain family office relationships.
- Track, manage and communicate client investment criteria.
- Drive a sales plan with defined targets.
- Raise institutional capital on the Yieldstreet platform.
- Identify and articulate product-related enhancements to improve the family office experience.
Skills on Resume:
- Family Office Strategy (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- Client Education (Soft Skills)
- Relationship Management (Soft Skills)
- Investment Criteria Tracking (Hard Skills)
- Sales Planning (Hard Skills)
- Capital Raising (Hard Skills)
- Product Improvement (Hard Skills)
3. Institutional Sales Manager, BluePeak Asset Group, Denver, CO
Job Summary:
- Develop and identify prospective clients in MEA.
- Work with the team in arranging PM Roadshows in the region.
- Identify potential issues and opportunities with existing clients.
- Identify opportunities where FTI has a unique/distinct product offering in the market.
- Liaise and coordinate with the RFP/RFI team for new business.
- Work with new business services for client onboarding.
- Use both internal and external systems to extract fund performance, portfolio and other data items to support business development opportunities.
- Liaise with the data and Performance and Marketing departments.
- Act as a backup for the team.
Skills on Resume:
- Client Prospecting (Hard Skills)
- Roadshow Management (Hard Skills)
- Opportunity Management (Soft Skills)
- Market Analysis (Hard Skills)
- RFP Handling (Hard Skills)
- Client Onboarding (Hard Skills)
- Data Analysis (Hard Skills)
- Team Collaboration (Soft Skills)
4. Institutional Sales Manager, Crescent Bridge Financial, Tampa, FL
Job Summary:
- Develop strong, personal relationships with the Institutional Sales and Client Relationship team for CEEMEA, as well as the Institutional Client Service team and clients.
- Ensure a good level of understanding of the company, FTI funds and products.
- Understand the client’s asset mix, who the key decision makers are at the client and what the important client issues are relating to the relationship.
- Contribute during group discussions and continually make suggestions and implement, on how to improve the service to clients.
- Ensure monthly/quarterly reports to clients are accurate, relevant and produced and dispatched in a timely manner.
- Handle challenging questions and the ability to present the material in a logical, professional and understandable manner.
- Understand the investment advisor’s outlook and what is happening politically, economically and market specifically around the world.
- Attend client meetings and contribute.
- Responsible for compliance, risk, performance and reporting and how it affects the client service proposition to external clients.
Skills on Resume:
- Relationship Building (Soft Skills)
- Product Knowledge (Hard Skills)
- Client Understanding (Soft Skills)
- Service Improvement (Soft Skills)
- Report Management (Hard Skills)
- Presentation Skills (Soft Skills)
- Market Awareness (Hard Skills)
- Compliance Knowledge (Hard Skills)
5. Institutional Sales Manager, Ironwood Advisory Services, Phoenix, AZ
Job Summary:
- Approach and acquire new corporate clients by taking on leads generated from the company, self-generated leads and leads generated from distribution partners.
- Approach and acquire new distributors to widen the product's corporate clients coverage in Vietnam.
- Maintain relationships with current and prospective clients.
- Ensure clients' long-term commitment and facilitate future accumulation of investment from clients.
- Maintain relationships with current and prospective distributors.
- Make sure distributors are kept informed of current products' features, specifications, sales process, onboarding process, etc.
- Assist distributors with queries on product details and onboarding of prospective clients.
- Participate in creating direct proposals, RFIs, and RFPs, and presentation of proposals to prospective clients and distributors.
- Attend to clients' and distributors' queries for information regarding products' features and processes.
- Ensure clients and distributors have a clear understanding of the products.
- Keep track of distributors' sales activities and relevant obligations to distributors.
- Participate in the generation of ideas on the expansion of the products' sales activities, marketing activities, distribution activities, PR activities, etc.
- Participate in and assist in hosting relevant events, conferences, webinars, workshops, etc., to help promote the products to both retail and corporate clients.
- Participate in the formulation of sales strategies for the products, which include but are not limited to identifying prospective groups of clients, prospective channels of distribution, marketing incentives, etc.
- Participate in streamlining and improving the products' sales process, onboarding process, marketing materials, pitch decks, etc., and further improve the current standard operating procedure (SOP).
Skills on Resume:
- Client Acquisition (Hard Skills)
- Distributor Acquisition (Hard Skills)
- Relationship Management (Soft Skills)
- Client Retention (Soft Skills)
- Distributor Support (Hard Skills)
- Proposal Development (Hard Skills)
- Event Participation (Soft Skills)
- Sales Strategy (Hard Skills)
6. Institutional Sales Manager, HarborPoint Capital, Columbus, OH
Job Summary:
- Develop sales strategies to deliver institutional revenue targets for RUP journals worldwide in collaboration with SLT members.
- Ensure strong alignment between sales activity and business priorities.
- Keep abreast of industry and market developments in order to inform business practices and policies, identify issues, future opportunities and provide risk analysis and contingency plans.
- Represent RUP externally by being able to speak for RUP to customers, partners and the publishing industry.
- Propose annual revenue targets for Institutional Sales, including targets for regions and sales agents, in collaboration with the Assistant Director of Finance.
- Prepare and adhere to the annual expense budget.
- Seek out and maximize all opportunities to deliver annual revenue targets worldwide.
- Directly responsible for sales and customer retention in North America.
- Manage sales agents ( Accucoms, ITMS, Charlesworth Group) and channel partners (Ovid, research4life) to maximize reach, achieve revenue goals worldwide, and develop new relationships.
- Monitor performance against sales targets, provide monthly reporting on sales vs. targets and prior year, and forecast.
- Annual analysis of customers gained and lost, journal renewals, new subscriptions and cancellations.
- Identify successes and early warning signs and recommend actions.
- Undertake annual pricing analysis to serve as a basis for setting prices for the coming year, prepare recommendations for institutional pricing (including subscriptions, consortia and read and publish deals), and ensure consistency in pricing across like institutions.
Skills on Resume:
- Sales Strategy (Hard Skills)
- Business Alignment (Soft Skills)
- Market Awareness (Hard Skills)
- External Representation (Soft Skills)
- Revenue Targeting (Hard Skills)
- Budget Management (Hard Skills)
- Customer Retention (Soft Skills)
- Partner Management (Hard Skills)
7. Institutional Sales Manager, Sterling Edge Finance, Kansas City, MO
Job Summary:
- Work with the Assistant Director of Finance to schedule invoicing and renewals of institutions with 3rd third-party fulfillment vendor.
- Establish a renewal grace period.
- Collaborate with the Director of Communications and Marketing and Sales Agents to develop and implement marketing campaigns for institutional customer retention.
- Develop joined-up initiatives to acquire new customers and close sales, and ensure RUP has excellent market intelligence.
- Provide quarterly analysis of turn-away reports to identify potential new customers and upsell opportunities.
- Work with Sales agents to identify consortia likely to be interested in licensing RUP journals, and develop pricing based on size, member characteristics and potential usage.
- Explore opportunities for introducing read and publish deals, and work with SLT colleagues to develop a business model.
- Collaborate with the Director of Communications and Marketing to develop 3- and 5-year plans to deliver new revenue from high-potential customer segments and geographies.
- Meet with key accounts annually, and attend key library and industry meetings.
- Responsible for managing customer records and data, including IP addresses and other access methods (troubleshoots/solves access issues), customer contact information, customer connections to consortia/sales agents, and pricing tiers.
- Oversight of institutional usage, owns the relationship with Counter.
- Provide quarterly analysis of customer/journal usage trends, open vs. free content.
Skills on Resume:
- Invoicing Management (Hard Skills)
- Customer Retention (Soft Skills)
- Marketing Collaboration (Soft Skills)
- Market Intelligence (Hard Skills)
- Data Analysis (Hard Skills)
- Consortia Pricing (Hard Skills)
- Business Modeling (Hard Skills)
- Account Management (Soft Skills)
8. Institutional Sales Manager, Redwood Global Advisors, Salt Lake City, UT
Job Summary:
- Build strong trust relationships with institutional investors and corporations.
- Manage all inbound interest effectively and professionally.
- Become a Finoa platform expert and brand ambassador.
- Build and maintain a high-quality sales pipeline by qualifying and prioritizing leads efficiently and intelligently.
- Manage a complete sales cycle with overflow deals in times of abundant opportunity creation.
- Impress clients, prospects, and partners by always delivering a white glove experience.
- Cultivate current and develop new relationships with target prospects that will provide a reference for Finoa.
- Contribute to the design and implementation of new strategies to generate revenue for various businesses.
- Collaborate cross-functionally with Marketing, Business Development, Customer Support, Business Operations, and Finoa’s Leadership team.
- Organize and maintain sales collateral for access by other team members, including RFPs and DD.
Skills on Resume:
- Relationship Management (Soft Skills)
- Lead Handling (Hard Skills)
- Platform Expertise (Hard Skills)
- Pipeline Management (Hard Skills)
- Sales Cycle (Hard Skills)
- Client Service (Soft Skills)
- Revenue Strategy (Hard Skills)
- Team Collaboration (Soft Skills)
9. Institutional Sales Manager, Meridian Strategic Partners, Albany, NY
Job Summary:
- Develop business in the government hospitals/institutes by interacting, developing relations, and liaising with the purchase department.
- Appoint distributors in all major cities exclusively for the institutional business development.
- Carry out relationship-building activities with the customers/purchase department, etc.
- Understand and work through the decision makers in the corporates/hospitals towards generating new business.
- Penetrate the central/government hospitals, institutes, or bodies by participating in the tender process and ensuring the same is closed towards business generation.
- Provide a weekly and monthly schedule of planned activities.
- Acquire and develop trusted relationships with a portfolio of major clients (high-net-worth individuals, institutions, corporations).
- Expand and manage the relationships with existing clients through good communication and a good understanding of their needs.
- Build key customer service processes and systems, formulating management rules, and tracking the status of key clients.
- Drive volume in the exchange business, as well as market the entire ecosystem.
- Optimize service processes and systems, tracking customer performance.
- Document user pain points, finding hidden needs and communicating with various departments to provide solutions and areas for growth.
Skills on Resume:
- Government Relations (Soft Skills)
- Distributor Management (Hard Skills)
- Client Relationships (Soft Skills)
- Decision Maker Engagement (Soft Skills)
- Tender Management (Hard Skills)
- Activity Planning (Hard Skills)
- Customer Service (Soft Skills)
- Process Optimization (Hard Skills)
10. Institutional Sales Manager, Granite Bay Capital, Minneapolis, MN
Job Summary:
- Manage relationships and resolve issues for high-value individual and institutional clients.
- Collaborate cross-functionally with Support, Sales, Trading, Market Operations, Compliance, Legal, Product, Advocacy, and Management.
- Provide accurate and responsive answers to client questions.
- Lead new client onboarding, working closely with Operations and Compliance to collect appropriate documentation and resolve open items.
- Discuss regulatory, technological, and other important developments with clients.
- Implement proactive and reactive strategies to keep clients engaged and satisfied.
- Partner with the Regional Sales Head to identify potential entry points for the institutional sales unit.
- Spearhead the creation of persuasive and accurate responses for potential clients, which will eventually result in sales.
- Seek out potential internal and external collaboration opportunities within the region.
- Analyze user behavior, finding hidden needs, writing key customer analysis reports, and communicating with various departments to provide optimal key customer service solutions.
Skills on Resume:
- Client Management (Soft Skills)
- Cross-Functional Collaboration (Soft Skills)
- Client Support (Hard Skills)
- Client Onboarding (Hard Skills)
- Regulatory Knowledge (Hard Skills)
- Client Engagement (Soft Skills)
- Sales Support (Hard Skills)
- User Analysis (Hard Skills)