Internal Sales Associate (Global Wealth)

Location: New York, NY

Base salary: $150,000 per year

Company

Global investment firm managing private-market strategies across Global Private Equity, Global Credit, and Carlyle AlpInvest.

What you will do

• Make proactive outbound calls to financial advisors within an assigned geographic territory.
• Identify prospects, develop relationships, uncover opportunities, and schedule qualified meetings for the External Regional Specialist.
• Follow up on incoming leads and respond to phone and email inquiries.
• Maintain existing sales relationships by providing fund updates and supporting client service requests.
• Work with Legal, Compliance, Accounting/Tax, product specialists, and fund management professionals to resolve client issues.
• Support territory business planning, marketing campaigns, administrative tasks, spreadsheets, and activity tracking in DealCloud CRM.

Requirements

• College degree and minimum 3.30 GPA.
• FINRA Series 7 and Series 63 licenses required, or must be obtained within 90 days.
• 4–5 years of sales or marketing experience preferred.
• Strong oral and written communication, interpersonal, customer service, relationship-building, organization, and multitasking skills.
• Ability to work in a challenging and collaborative environment with a strong desire to compete and win.
• Proficiency with Microsoft Word, Excel, and PowerPoint.

Nice to have

• Knowledge of financial services, particularly alternative investments.
• Creativity, high energy, and experience contributing to business plans or sales initiatives.

Culture & Benefits

• Collaborative environment focused on sharing ideas, experiences, and best practices.
• Opportunities for professional development, retention, inclusion, and career advancement.
• Retirement benefits, health insurance, life insurance, and disability coverage.
• Paid time off, paid holidays, family planning benefits, and wellness programs.
• Potential eligibility for an annual discretionary incentive program based on individual and organizational performance.