54 минуты назад
Blackstone Private Wealth - Internal Sales, Associate (San Francisco) (Alternative Investments)
125 000 - 160 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Internal Sales Associate (Alternative Investments): Driving adoption of private market investment solutions by cultivating relationships with financial advisors and collaborating with field sales professionals with an accent on private equity, private real estate, private credit, and private infrastructure. Focus on developing territory strategies, recommending tailored investment solutions, resolving account issues, and optimizing advisor engagement through CRM data.
Location: San Francisco, United States
Salary: $125,000–$160,000 annual base salary, plus discretionary bonuses and potential equity or other incentive compensation.
Company
is a global alternative asset manager offering investment strategies across private equity, real estate, credit, infrastructure, life sciences, growth equity, secondaries, and hedge funds.
What you will do
- Build a deep understanding of ’s private market investment strategies.
- Collaborate with field sales professionals to implement territory strategies and drive sales growth.
- Develop new and existing relationships with financial advisors through proactive outreach and occasional in-person meetings.
- Understand advisors’ businesses, clients, and challenges to recommend tailored investment solutions.
- Resolve account inquiries and issues in partnership with the Investor Services team.
- Use CRM tools to track activity, analyze data, and optimize engagement strategies.
Requirements
- Bachelor’s degree.
- FINRA Series 7 and Series 63, 65, or 66 licenses required.
- 5+ years of experience in financial services.
- Strong verbal and written communication skills.
- Strong interest in capital markets and alternative investments.
- Proficiency in Microsoft Office and CRM platforms such as Salesforce.
Culture & Benefits
- Culture focused on innovation, collaboration, initiative, and excellence.
- Exposure to a broad range of private market investment offerings.
- Medical, dental, vision, and FSA benefits.
- Paid time off and life insurance.
- 401(k) plan and discretionary bonuses.
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