Global Wealth Solutions Internal Sales Analyst/ Associate

Stage; New York (NY); On-site; USD 130,000 - 165,000; Full time

Benefits offered by this job

Discretionary bonus based on performance

Equal opportunity employer benefits

Job summary

Stage is looking for an experienced Internal Sales Analyst/Associate in New York to support External Relationship Managers in maintaining relationships with financial advisors. The ideal candidate will have at least 2 years of sales experience and knowledge of alternative assets.

This role involves proactive outreach to advisors and understanding complex alternative investment capabilities. Candidates should possess strong communication skills and be team players, with the ability to work autonomously.

A competitive base salary of $130,000 – $165,000 and discretionary bonuses are offered based on performance.

Qualifications

• 2+ years of sales experience with financial advisors at leading wealth management firms.
• Knowledge/experience in international Wealth Management.
• Strong understanding of financial markets and investment strategies.

Responsibilities

• Work in partnership and support of External Relationship Managers.
• Provide sales support and service through proactive communication.
• Assist in territory management and sales pipeline management.

Skills

Sales experience

Communication skills

Organizational skills

Relationship management

CRM systems proficiency

Education

Undergraduate degree from a top tier institution

Tools

Salesforce

Microsoft Office Suite

Job description

COMPANY OVERVIEW

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world‑class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.

TEAM OVERVIEW

The Global Client Solutions group ("KCS") is KKR's dedicated investor solutions team. KCS was first formed in 2009 to invest in and focus on KKR's relationships with current and potential investors. KKR's Global Wealth Solutions team is part of KCS that is specifically focused on the firm's wealth distribution strategy and goals.

POSITION SUMMARY

The Global Wealth Solutions ("GWS") team seeks to recruit an experienced Internal Sales Analyst/ Associate to work in partnership with the External Relationship Managers that cover financial advisors at private wealth management firms in their respective territories. The ideal candidate will bring a team‑orientated work ethic, knowledge of alternative asset classes across private and registered fund structures, a strong inclination for a sales‑oriented career path, and an ability to represent the KKR brand with institutional quality in the marketplace. This individual will provide sales support for the Relationship Manager across all aspects of the business in order to drive sales and effectively service client relationships. Additionally, this role will work with the distribution and product development team members of the GWS business, as well as the product and investment teams of each of the relevant businesses at KKR.

RESPONSIBILITIES

• Work in partnership and in support of External Relationship Managers to develop and maintain relationships with financial advisors at leading wealth management firms in their respective territories in order to drive sales and AUM growth across private and registered funds
• Provide sales support and service by being proactive with outbound phone calls to both existing and prospective KKR allocators to drive sales and secure meetings for external partner
• Assist in territory management in an efficient and impactful manner, including ongoing management of sales pipeline and utilizing data/analytics to facilitate target marketing
• Conduct follow‑up activities with prospective and existing advisors/clients
• Maintain constant and open communication with Relationship Managers to ensure maintenance of daily activities and meeting/call notes in CRM
• Understand and effectively communicate complex alternative investment capabilities across private and registered investment vehicles to existing and prospective clients in a clear and simple fashion, in both verbal and written form
• Maintain a strong understanding of the competitive landscape across investment strategies, private and registered investment structures, and relevant private wealth platforms
• Coordinate internally, with field management, and with sales resources at the private wealth platforms to organize roadshows
• Generate and maintain continuous touchpoints by email and phone with financial advisors to build rapport, trust, and connectivity; assist with client service inquiries and requests, including leading product update calls

QUALIFICATIONS

• 2+ years of sales experience with financial advisors at leading wealth management firms
• Knowledge/ experience in international Wealth Management
• Understanding of financial markets and investment strategies, including a depth of expertise across alternative assets classes in both private and registered structures (interval funds, BDCs, REITs)
• Superior communication and presentation skills coupled with the requisite level of gravitas to effectively position KKR and its capabilities to investors
• Strong organizational skills: ability to prioritize targets and handle a busy calendar of client meetings
• Sufficient comprehension of the marketing and operational elements of private wealth firms
• Effective relationship management and interpersonal skills
• Team player that can collaborate across sales, product, and other functional areas of the firm
• High level of accountability and drive; self‑motivated with the ability to work autonomously
• Desired long term career path as an externally focused sales relationship manager
• Proficiency in CRM systems (Salesforce) and Microsoft Office Suite
• Excellent academic credentials including an undergraduate degree from a top tier institution; progress toward CFA and/or CAIA preferred
• Series 7 and 63 or 66 required within 3 months of your start date

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Salary & Benefits

This is the expected annual base salary range for this New York‑based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Base Salary Range: $130,000 – $165,000 USD

EEO Statement

KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.

KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email [e-mail]. Emails sent for unrelated issues, such as following up on an application, will not receive a response.

If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to [e-mail]. Only emails left for this purpose will be returned.

Massachusetts Applicants

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.