Senior Internal Sales Analyst, Global Wealth

Location: New York, NY, United States

Base salary: $125,000

Company

Global investment firm managing private equity, credit, and other private-market investments across multiple industries and international offices.

What you will do

• Proactively contact financial representatives to strengthen relationships, identify selling opportunities, and support sales campaigns.
• Schedule qualified appointments for Client Relationship Managers and investigate new business opportunities.
• Follow up on incoming leads and inquiries generated through client relationship, marketing, and sales activities.
• Identify and convert new wire-house prospects into clients while executing territorial business plans.
• Join management and Client Relationship Managers in client meetings, presentations, and group meetings.
• Support internal sales leadership by streamlining processes, mentoring new employees, and contributing to ad-hoc projects.

Requirements

• Bachelor’s degree required.
• Series 7 and Series 66 licenses required.
• 2–3 years of sales and marketing business development experience focused on wire houses.
• Strong written and verbal communication, relationship-building, customer service, attention to detail, self-motivation, and sales drive.
• Ability to work effectively in a challenging, fast-paced, and collaborative environment.

Nice to have

• Knowledge of financial industry sales, particularly alternative investments.

Culture & Benefits

• Collaborative environment focused on development, retention, inclusion, and shared perspectives.
• 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.