Internal Sales Associate, LatAm, Private Wealth Solutions

Fortress Investment Group • New York, NY

2d

About The Position

The New York office has an opening for a Sales Associate in the Credit and Real Estate Business Capital Formation Group for an internal sales team member focused on Private Wealth distribution. The Associate will support an external Sales Team member and manage various aspects of the internal sales process for current and prospective investors for wire house, regional/independent broker dealer and RIA relationships. The individual will work directly with the external Sales Team and Head of Capital Formation Group. This position offers significant growth and advancement opportunities. The Credit and Real Estate Business Capital Formation Sales Associate will:

Requirements

• A bachelor’s degree from a top university with a strong academic record
• At least 2 - 3 years of alternative investment sales experience to wire house, regional/independent broker dealers and RIA
• Must be fluent in Spanish- written and oral
• An understanding of broad financial markets and indices
• Advance proficiency in CRM systems focused on alternative investments
• Advanced proficiency in PowerPoint and Excel
• Excellent verbal and written communication skills and strong interpersonal skills
• Ability to effectively manage multiple priorities
• Self-motivation with the ability to work independently and as a team player
• Excellent organizational skills
• Meticulous attention to detail
• Strong work ethic and desire to excel in a dynamic and fast-paced work environment
• Series 7 & 63 preferred

Nice To Haves

• Credit and/or real estate experience a strong plus
• Prior work experience in Private Wealth Management a plus

Responsibilities

• Support external sales team member for their respective region/territory. This includes scheduling meetings, coordinating travel, scheduling roadshows, follow up calls, call campaigns and other day to day internal sales responsibilities
• Make proactive daily sales calls to existing and prospective investors to strengthen the firm’s relationship and build brand awareness within PWM
• Sourcing new leads and relationships within the RIA and regional/independent broker dealer community
• Answering inbound requests from current and prospective investors and coordinating response with their external team member
• Work closely with their external sales team member to develop business plan to generate and maximize sales within the territory
• Work closely with IR team to manage and develop CRM system focused on PWM to maximize sales and generate sales reporting
• Assist with administrative needs when appropriate

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees