CareerPlanSign in

Internal Sales Analyst, Private Wealth Solutions

New York, New York, US💼 Full-time💰 $100,000–$140,000🗓 2026-09-29 → 2026-09-30

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

Sourced via workday · Listed on CareerPlan, which tracks 877,000+ jobs from 20+ sources.