IWG Internal Sales Analyst, LatAm

Apollo•Miami, FL

2d•$90,000 - $120,000

About The Position

Apollo is seeking an Internal Sales Associate to support the LatAm Independent 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 Analyst will partner closely with external sales professionals to drive marketing and fundraising outcomes within assigned region/territory.

Requirements

2+ 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 proactivity communicating them to the team
Discretion and ability to handle confidential, sensitive information
Advanced knowledge of MS Office functions such as mail merges and managing multiple Outlook calendars
Fluency in Spanish required
SIE, Series 63, Series 7 required

Nice To Haves

Prior experience working with bank platforms, RIAs or private wealth clients is preferred
Prior knowledge/ work experience in alternative investments preferred
Additional languages (e.g. Portuguese) 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
Track relevant conferences and identify whether team members will attend