Internal Sales Associate - PB/Wires

Apollo Management Holdings • El Segundo, CA

17h

About The Position

Apollo is seeking an Internal Sales Professional to support the Private Bank/Wirehouse Channel within its Global Wealth Management Solutions (GWMS) business. GWMS is a vertically integrated sales channel within Apollo’s broader Client & Product Solutions (CPS) ecosystem, designed to provide individuals and their advisors with a growing range of wealth management solutions beyond the public markets. The Internal Sales Professional will work closely with external sales partners drive marketing and fundraising outcomes within assigned region/territory.

Requirements

• Bachelor’s degree required
• 3-4 years’ minimum experience in financial services industry
• Working knowledge of CRM, preferably Salesforce.
• Strong organization skills
• Ability to communicate effectively both verbally and in written form
• Must work effectively with other groups in the organization and collaborate as necessary
• Capable of thinking ahead, identifying potential issues/conflicts/items requiring follow up and proactively communicating them to the team
• Discretion and ability to handle confidential, sensitive information
• Advanced or growing comfort with integrated technology platforms like Office, Salesforce and AI Tools to manage multiple workflows concurrently
• SIE, Series 7, Series 63

Nice To Haves

• Prior experience working with bank platforms or private wealth clients is preferred
• Prior knowledge/work experience in alternative investments preferred

Responsibilities

• Ensure territories, pipelines and consultant coverage plans are accurately and coordinated across the team
• Facilitate informational requests from clients/prospects/consultants and identify sensitivities/potential issues
• Contribute on fundraising goals for the region by managing, enhancing, developing new relationships with clients needed for Regional Leadership and/or individual members of sales
• Send detailed meeting follow up email including any relevant customized data or research to clients and prospects
• Assist in tiering organizations in order of interest/priority
• Provide updates on industry insights such as flows, strategic trends, and performance data by manager and strategy
• Leverage Salesforce, AI-powered tools, and emerging technologies to prepare for meetings, maintain an accurate sales pipeline, and deliver ad-hoc reports for Regional Leadership and sales team members, including company research, relevant news, portfolio information, and competitive analysis.
• Assist in the coordination and organization of group events
• Track relevant conferences and identify whether team members will attend

Benefits

• The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.
• This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level