9 дней назад
Regional Analyst (Private Wealth)
75 000 - 85 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Regional Analyst (Private Wealth): Supporting US private wealth sales by analyzing regional and product sales trends, prospecting financial advisors, and articulating fund objectives and portfolio strategies with an accent on consultative relationship building and alternative investments. Focus on identifying advisor needs, developing sales strategies, and coordinating best-in-class service across internal departments.
Location: Place New York, 225 Liberty Street, Suite 3501, New York, New York
Salary: $75,000–$85,000 per year, plus a short-term cash incentive program.
Company
is an alternative asset manager offering investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit. The private wealth business works with financial advisors to provide institutional-quality investment opportunities and market insights.
What you will do
- Support the US Sales team and Regional Consultants in developing and prospecting relationships with financial advisors.
- Analyze regional and product sales trends across broker/dealer firms and individual advisors.
- Manage inbound calls and conduct relationship-building sales calls with financial advisors and other licensed professionals.
- Develop sales strategies focused on prospecting new business and identifying cross-selling opportunities.
- Explain fund objectives, financial markets, portfolio strategies, and alternative investment concepts.
- Maintain contact management systems and complete administrative tasks supporting business efficiency.
Requirements
- Bachelor’s degree or equivalent experience.
- Strong written, verbal, interpersonal, analytical, and communication skills.
- Interest in capital markets, alternative investments, mutual funds, private equity, and economic factors.
- Consultative, client-first approach with strong work ethic, integrity, and values.
- Digital and data-driven approach with a willingness to learn and grow in sales and asset management.
Nice to have
- FINRA Series 7 and 63 licenses; required to obtain them within the firm-defined time period if not already licensed.
- Prior sales experience and curiosity about financial advisor relationships.
Culture & Benefits
- Challenging work assignments and exposure to diverse businesses.
- Entrepreneurial, collaborative, and disciplined working environment.
- Base salary plus a short-term cash bonus program.
- Commitment to a safe, respectful, and discrimination-free workplace.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
10 дней назад
Advisory Research Consultant (Asset Management)
120 000$
8 дней назад
Asset Manager Solutions, International - Assistant Vice President (Private Markets)
110 000 - 130 000$
9 дней назад
Sales & Business Development - Regional Director (Asset Management)
155 000 - 185 000$
10 дней назад
Senior Account Manager, Private Equity
110 000 - 110 000$
12 дней назад
Regional Director - Broker Dealer Group - Wirehouses
150 000 - 175 000$
8 дней назад
Sales & Business Development - Regional Director (Asset Management)
155 000 - 185 000$