Internal Sales Desk Associate, Private Wealth Solutions

Fortress Investment • New York, NY

43d

About The Position

The New York office has an opening for a Sales Associate in the Client & Product Solutions Group for an internal sales team member focused on private wealth distribution. The Associate will support a regional sales director and manage various aspects of the internal sales function for current and prospective investors across wirehouse, regional/independent broker dealer and RIA relationships. This position offers significant growth and career advancement opportunities.

Requirements

• Bachelor's degree with a strong academic record
• At least 2-3 years of financial services sales experience
• Broad understanding of capital markets and alternative investments (credit/real estate a strong plus)
• Prior work experience in Private Wealth Management
• Advanced proficiency in Microsoft Office: PowerPoint, Excel and Word
• Experience working with a CRM database (e.g., Salesforce)
• 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

Responsibilities

• Support senior sales team members in their respective territories: scheduling meetings, coordinating roadshows, facilitate meeting follow up deliverables/investor due diligence requests, updating sales pipelines, CRM management etc.
• Make proactive sales calls to existing and prospective investors to strengthen the firm's relationships and build brand awareness within private wealth channels
• Source new leads and relationships from various public and private outlets
• Field inbound operational, product and client service-related inquiries
• Collaborate with other business functions across the Fortress Credit platform on ad hoc projects and initiatives
• Monitor and summarize market/industry developments and the competitive landscape

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 501-1,000 employees