Global Wealth Solutions Internal Sales Associate

Landing Point; New York (NY); On-site; USD 140,000 - 165,000; Full time

Job summary

Landing Point seeks an Internal Sales Associate for its Global Wealth Solutions team in New York. You will partner with Relationship Managers to cultivate relationships with financial advisors, perform outbound calls, and support territory planning to drive wealth distribution.

Ideal candidates have 2+ years selling to wealth management clients, familiarity with international wealth management, and solid knowledge of markets and alternative assets.

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 alternative asset classes.
• Series 7 and 63 or 66 required within 3 months of start date.

Responsibilities

• Work in partnership and support External and Hybrid Relationship Managers to develop and maintain relationships with financial advisors at leading wealth management firms.
• Provide sales support and service by making proactive outbound phone calls to existing and prospective allocators.
• Assist in territory management, including managing the sales pipeline and utilizing data/analytics for target marketing.
• Conduct follow-up activities with prospective and existing advisors/clients.
• Maintain communication with Relationship Managers to ensure daily activities and meeting/call notes are updated in CRM.
• Communicate complex alternative investment capabilities to clients in a clear manner.
• Maintain understanding of the competitive landscape across investment strategies and structures.
• Coordinate roadshows with internal teams and private wealth platforms.
• Generate and maintain touchpoints with financial advisors and assist with client service inquiries.

Skills

Sales with financial advisors

International Wealth Management

Investment strategies incl. alts

Salesforce & MS Office

Education

Bachelor's degree

CFA/CAIA preferred

Tools

Salesforce

Microsoft Office

Job description

Company Overview:

A leading global investment firm with approximately $504 billion in assets under management is seeking an Internal Sales Associate for their Global Wealth Solutions team. This role will support the firm's wealth distribution strategy and goals.

Job Responsibilities:

• Work in partnership and support External and Hybrid Relationship Managers to develop and maintain relationships with financial advisors at leading wealth management firms.
• Provide sales support and service by making proactive outbound phone calls to existing and prospective allocators.
• Assist in territory management, including managing the sales pipeline and utilizing data/analytics for target marketing.
• Conduct follow-up activities with prospective and existing advisors/clients.
• Maintain communication with Relationship Managers to ensure daily activities and meeting/call notes are updated in CRM.
• Communicate complex alternative investment capabilities to clients in a clear manner.
• Maintain understanding of the competitive landscape across investment strategies and structures.
• Coordinate roadshows with internal teams and private wealth platforms.
• Generate and maintain touchpoints with financial advisors and assist with client service inquiries.

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 alternative asset classes.
• Proficiency in CRM systems (Salesforce) and Microsoft Office Suite.
• Excellent academic credentials with an undergraduate degree; progress toward CFA and/or CAIA preferred.
• Series 7 and 63 or 66 required within 3 months of start date.

Compensation:

Salary: $140,000 - $165,000, Plus Bonus