Senior Internal Sales Analyst, Global Wealth

The Carlyle Group•New York, NY

11d•Onsite

About The Position

The Senior Internal Sales Analyst's role is to actively solicit new investment product sales within an assigned geographic region through Financial Advisors at wire houses (UBS, Merrill Lynch, Morgan Stanley, Wells Fargo) or other assigned distribution networks. The position will aid Client Relationship Managers in the pursuit of territory sales goals through sharing of sales ideas, providing product information, gathering marketing data and offering sales support. The role will also require this individual to reach specific sales goals for their geographic region that fall within their coverage universe. Their success will be tied to the overall region’s success, in addition to their own personal metrics. They will be expected to cultivate and own their own relationships and will cover specific wire houses or parts of the region as deemed appropriate by the Client Relationship Manager. When necessary, this individual will do joint travel with the CRM to meet with clients and prospects, give presentations or conduct group meetings within their designated region. The Senior Internal Sales Analyst will also take a leadership role amongst the Carlyle Private Wealth internal sales team. They will work with the Sales Desk Manager to help streamline efficiencies, mentor new employees and work on ad-hoc projects. They will work with the internal sales team to provide feedback and illustrate best practices.

Requirements

Bachelor’s degree required
Series 7 and 66 are required
2-3 years of prior Sales and Marketing business development experience focused on wire houses
Knowledge of financial industry sales, particularly alternative investments a plus
Ability to work in a challenging, fast paced, and collaborative environment
Possess strong self-motivation and drive to succeed
Excellent communication skills, both written and verbal
Demonstrated customer service mindset
Strong attention to detail
Strong relationship building skills, both internal and external

Nice To Haves

Knowledge of financial industry sales, particularly alternative investments a plus

Responsibilities

Make proactive sales calls on a daily basis with existing representatives to strengthen relationships and find selling opportunities. This includes sales campaigns, new business, follow-up meetings, and others as directed
Schedule quality appointments each week for the Client Relationship Manager to meet with new or existing clients. Investigate proactive sales opportunities through proactive efforts with the Client Relationship Manager
Follow up with incoming leads as well as answer inquiries generated by Client Relationship Manager’s activities, marketing or other campaigns
Identify and convert new wire house prospects into clients
Work closely with the Client Relationship Manager to develop and execute an appropriate business plan to maximize territorial sales
Accompany Carlyle management or Client Relationship Managers on in-person client meetings with gatekeepers, financial advisors and/or clients
Assist with administrative duties when needed