Internal Wealth Sales - Analyst/Associate

Jefferies Financial Group Inc. • New York, NY

57d • $90,000 - $120,000 • Onsite

About The Position

We are seeking a highly motivated and client-focused Analyst/Associate to join our Internal Wealth Sales Team which sits within Jefferies Credit Partners business. This individual will play a key role in supporting external sales efforts by driving engagement with financial advisors and wealth platforms, with a specialized focus on Private Credit investment solutions. The role is based in New York and will cover either the East Coast or West Coast territories.

Requirements

• Bachelor's degree required; finance, economics, or related field preferred.
• 1+ year of experience in financial services, preferably in internal wholesaling, sales support, or advisor relations.
• Strong understanding of Private Credit, alternative investments, and wealth management distribution channels.
• Excellent communication and presentation skills.
• FINRA Series 7 and 63 (or ability to obtain within a defined timeframe).
• Self-starter with a collaborative mindset and a passion for client engagement.
• Ability to travel occasionally for team meetings or advisor events.
• Bachelor's degree from May 2024 or earlier only. Current students are not eligible.

Responsibilities

• Partner closely with External Wholesalers to develop and execute territory sales strategies focused on Private Credit offerings.
• Proactively engage financial advisors via phone, email, and virtual meetings to educate and promote Private Credit products.
• Build and maintain strong relationships with advisors, RIAs, broker-dealers, and platform partners.
• Deliver product presentations, respond to inquiries, and provide ongoing support to drive sales and deepen advisor relationships.
• Track and analyze territory performance metrics, pipeline activity, and advisor engagement.
• Collaborate with marketing, product, and investment teams to ensure alignment on messaging and positioning.
• Stay current on market trends, competitive landscape, and regulatory developments impacting Private Credit and alternative investments.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees