IWG Internal Sales West Associate
About The Position
Apollo is seeking an Internal Sales Professional to support the IWG channel within Global Wealth Management Solutions. 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 to drive marketing and fundraising outcomes within their assigned region/territory. The role encompasses a broad spectrum of marketing and investor relations responsibilities.
Requirements
- Bachelor’s degree required
- 4 years’ minimum experience in financial services industry (relevant industry experience will be evaluated when determining level)
- 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 knowledge of Microsoft Office applications/functions required including Word, Excel and PowerPoint
- Advanced knowledge of MS Office functions such as mail merges and managing multiple Outlook calendars
Nice To Haves
- Prior experience working with bank platforms, RIAs or private wealth clients is strongly preferred
- Prior knowledge/work experience in alternative investments preferred
Responsibilities
- Support field sales professionals in assigned Region/Territory throughout fundraising and prospecting process
- Contribute to fundraising goals for the region by managing, enhancing, developing new relationships with clients
- Develop strong knowledge of private wealth landscape and client/prospect base within assigned territory/region
- Facilitate informational requests from clients/prospects/consultants and identify sensitivities/potential issues
- Provide consolidated updates on industry insights such as flows, strategic trends, M&A, performance data by manager and strategy
- Use Salesforce to obtain meeting details and organize relevant information including research on the company, relevant news, portfolio information and competitive analysis.
- Prepare ad-hoc reports as 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
- Support the updating of Customer Relationship Management database (CRM) for territory
- Support the updating of any relevant opportunities in CRM to ensure the sales pipeline is accurate
- Assist in the coordination and organization of group events
Benefits
- Discretionary annual bonus based on personal, team, and Firm performance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
