Internal Sales Analyst, Private Wealth Solutions
Core
Internal sales support for Private Wealth distribution, managing the internal sales process for current and prospective investors across wire house, broker dealer, and RIA relationships.
Role type
Internal Sales Associate (Private Wealth)
Builds
Sales pipelines and business plans for Credit and Real Estate investment strategies
Domain
Private Wealth Management / Credit and Real Estate
Required skills
Alternative investment sales, CRM system proficiency, PowerPoint, Excel, financial market knowledge, lead sourcing, meeting coordination
Preferred skills
Credit/Real estate experience, Private Wealth Management experience, Series 7 & 63 licenses
Responsibilities
Support external sales team with scheduling, travel, and roadshows; make proactive daily sales calls; source new leads from RIA and broker dealer communities; answer inbound investor requests; develop business plans to maximize sales; manage CRM systems for reporting
Seniority
Mid-level, hands-on IC