10 дней назад
Senior Internal Sales Analyst (Global Wealth)
125 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Internal Sales Analyst (Global Wealth) (Financial Services): Driving investment product sales across an assigned region through RIA and family office relationships with an accent on client development, territory planning, and sales support. Focus on converting prospects, scheduling client meetings, presenting alternative investment products, and mentoring the internal sales team.
Location: New York, NY, United States
Base salary: $125,000 annually, plus potential annual discretionary incentive compensation.
Company
invests across private markets, bringing together capital, ideas, and businesses to create growth and investment opportunities.
What you will do
- Proactively solicit investment product sales through RIA and multi- and single-family office relationships.
- Make daily sales calls, follow up on leads, and identify new business opportunities.
- Schedule qualified appointments and support Client Relationship Managers in achieving territory sales goals.
- Convert new RIA and family office prospects into clients and execute regional business plans.
- Join client meetings, presentations, and group meetings with financial advisors, gatekeepers, and clients.
- Improve internal sales processes, mentor new employees, and contribute to ad-hoc projects.
Requirements
- Bachelor’s degree.
- Series 7 and Series 66 licenses required.
- 2–3 years of sales and marketing business development experience focused on RIAs.
- Strong written and verbal communication, relationship-building, customer service, and attention-to-detail skills.
- Self-motivation and the ability to succeed in a challenging, fast-paced, collaborative environment.
Nice to have
- Knowledge of financial industry sales, particularly alternative investments.
Culture & Benefits
- Collaborative, fast-paced working environment.
- Retirement benefits, health insurance, life insurance, and disability coverage.
- Paid time off and paid holidays.
- Family planning benefits and wellness programs.
- Potential participation in an annual discretionary incentive program based on individual and organizational performance.
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