Published: Sep 23, 2025 - The Institutional Sales Representative identifies and cultivates relationships with key prospects, advisers, consultants, and plan sponsors, while promoting the ICMA-RC (VantagePoint) brand and investment offerings. This role involves achieving annual sales and AUM growth targets, executing a field strategy for approved funds, and leveraging multiple distribution channels to secure placements on external record-keeping platforms. The representative also collaborates closely with internal teams, including Investments, Consultant Relations, retirement wholesalers, and key accounts, to drive coordinated sales efforts.

Tips for Institutional Sales Representative Skills and Responsibilities on a Resume
1. Institutional Sales Representative, Appleton Partners, Inc., Boston, MA
Job Summary:
- Become an Anchorage Digital platform expert and brand ambassador.
- Carry and execute on the set quota for client acquisition and resulting revenue.
- 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.
- Cultivate current and develop new relationships with target prospects that will provide reference for and Anchorage Digital.
- Responsible for targets include, but are not limited to, hedge funds (traditional and crypto native), active trading firms and potential industry partners.
- Think creatively beyond the current market and contribute to the expansion of new business at Anchorage Digital.
- Contribute to the design and implementation of new strategies to generate revenue for Custody, Brokerage and Lending businesses.
- Collaborate cross-functionally with Marketing, Business Development, Product and Anchorage Digital Leadership in the pursuit of Anchorage Digital’s growth targets.
- Become proficient in technician product demonstrations, delivering the value propositions for every business line, service and offering of the Anchorage Digital platform.
- Impress clients, prospects and partners by delivering a white glove experience at all times.
Skills on Resume:
- Platform Expertise (Hard Skills)
- Quota Management (Hard Skills)
- Pipeline Building (Hard Skills)
- Sales Cycle (Hard Skills)
- Relationship Cultivation (Soft Skills)
- Market Expansion (Soft Skills)
- Cross-Functional Collaboration (Soft Skills)
- Product Demonstration (Hard Skills)
2. Institutional Sales Representative, CastleOak Securities, L.P., Chicago, IL
Job Summary:
- Identify new prospects, build and deepen relationships with key prospects, advisers, consultants and plan sponsors.
- Deliver on I/O annual sales targets and AUM growth.
- Meet a minimum target number of calls and in-person meetings per quarter.
- Promote and differentiate the ICMA-RC (VantagePoint) brand and investment offerings with constituents in the region.
- Work closely with the ICMA-RC Consultant Relations team.
- Deploy a field strategy for funds that are approved by ICMA-RC (VantagePoint).
- Cultivate strong internal teamwork with various units, including Investments, retirement wholesalers, key accounts, etc.
- Leverage all available distribution channels-DCIO partner firms, retirement wholesalers, sub advisers, key accounts, and platform relationships to get placement for ICMA-RC (VantagePoint) on external record-keeping platforms.
Skills on Resume:
- Prospect Development (Soft Skills)
- Sales Targets (Hard Skills)
- Client Meetings (Hard Skills)
- Brand Promotion (Soft Skills)
- Consultant Relations (Soft Skills)
- Field Strategy (Hard Skills)
- Team Collaboration (Soft Skills)
- Channel Leverage (Hard Skills)
3. Institutional Sales Representative, BNY Mellon, Boston, MA
Job Summary:
- Responsible for soliciting business by prospecting new customers as well as profiling and contacting assigned accounts within the Institutional Brokerage Sales functional area.
- Review and analyze basic operational challenges that require research, evaluation, and selection of alternatives.
- Exercise independent judgment to guide medium-risk deliverables.
- Present recommendations for resolving more complex situations.
- Exercise independent judgment while developing expertise within the Institutional Brokerage Sales functional area, policies, procedures, and compliance requirements.
- Collaborate and consult with Institutional Brokerage Sales colleagues, internal partners, and stakeholders, including internal as well as external customers within the Institutional Brokerage Sales functional area.
- Seek out new business opportunities for FactSet’s digital solutions offerings.
- Manage an existing book of digital solutions business by building trust with key client stakeholders and developing value-added relationships within the accounts being managed.
- Responsible for cultivating new and existing client relationships in the Americas, success will be measured in terms of net ASV/Revenue growth generated relative to the target.
- Act as the face of the digital solutions organization and field all questions clients may have, from products and services to billing and support requests.
Skills on Resume:
- Business Prospecting (Hard Skills)
- Operational Analysis (Hard Skills)
- Independent Judgment (Soft Skills)
- Problem-Solving (Soft Skills)
- Policy Compliance (Hard Skills)
- Collaboration (Soft Skills)
- Account Management (Hard Skills)
- Client Relationship (Soft Skills)
4. Institutional Sales Representative, TradeStation, Chicago, IL
Job Summary:
- Support the client relationship and business development activities of UBS Asset Management.
- Facilitate the expansion of existing mandates with non-profit Institutional clients.
- Deliver on client reporting requirements and market information.
- Manage client presentations, inquiries and requests.
- Provide support in connection with client servicing, including system optimization.
- Oversee real-time client data management in systems, including accounts’ status and assets.
- Work with and acquire some of the world's largest institutional investors, impacting their most significant investment decisions.
- Build relationships with key decision-makers, showing them the power of Bloomberg Second Measure's data, as it provides best-in-class insights into company performance and consumer trends.
- Collaborate with internal teams such as data science, product management, client engagement, and marketing.
- Help develop features that will bring additional value to clients and drive revenue growth.
- Responsible for selling data and platform to the investment community, including but not limited to Asset Managers, Hedge Funds, Venture Capital, and Growth and Private Equity investors.
Skills on Resume:
- Client Support (Soft Skills)
- Mandate Expansion (Hard Skills)
- Client Reporting (Hard Skills)
- Presentation Management (Hard Skills)
- Data Management (Hard Skills)
- Investor Relations (Soft Skills)
- Cross-Team Collaboration (Soft Skills)
- Data Sales (Hard Skills)