Internal Sales Analyst, Global Wealth

The Carlyle Group; New York (NY); On-site; USD 94,500 - 115,500; Full time

Benefits offered by this job

Retirement benefits

Health insurance

Life insurance

Disability insurance

Paid time off

Paid holidays

Family planning benefits

Wellness programs

Annual discretionary incentive program

Job summary

The Carlyle Group is seeking an Internal Sales Analyst to support a New York territory by calling financial advisors, developing relationships, and driving investment product sales through outreach and follow-up. You will assist in coordinating with senior staff and product specialists to address client needs while building process efficiencies across the team.

You will participate in team meetings, share best practices, and contribute to ad-hoc projects that enhance territory performance and

Qualifications

• Strong verbal and written communication required.
• 1–2 years of sales/marketing experience preferred.
• FINRA Series 7 and 63 required or must be obtained within 90 days.
• Ability to work in a challenging and collaborative environment.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint).

Responsibilities

• Make proactive outbound calls to financial advisors to identify prospects and schedule meetings.
• Follow-up on incoming leads and conduct campaigns.
• First line of defense for client service issues, coordinating with Legal, Compliance, Accounting/Tax and product specialists.
• Develop and execute a business plan to maximize territory sales.
• Assist with administrative duties including organizing spreadsheets and entering activity into DealCloud CRM.

Skills

Oral and written communication

Interpersonal skills

Customer service

Attention to detail

Multi-tasking

Team collaboration

Education

GPA 3.30 minimum

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

The Internal Sales Analyst's role is to provide sales support for an assigned geographic territory while assisting the External Regional Specialist and the Senior Internal Analyst in client service-related activities. They will gain an understanding of the region, assist in prospecting efforts to develop relationships, and actively solicit new investment product sales through telephone outreach to Financial Advisors at wire houses (UBS, Merrill Lynch, Morgan Stanley, Wells Fargo) or other assigned distribution networks. The position will aid the External Regional Specialist in pursuit of territory sales goals through sharing sales ideas, providing product information, gathering marketing data, and offering general sales support. Additionally, the role will actively maintain existing sales relationships by providing fund updates, qualify and schedule meetings with new prospects and on occasion participate in calls/meetings with end clients.

The Internal Sales Analyst will participate in weekly team meetings and be expected to share sales and service-related experiences and best practices with other members of the Carlyle Global Wealth internal sales team. They will work with their regional team to help streamline efficiencies and work on ad-hoc projects. The Internal Sales Analyst is an integral part of the success of the territory and this role provides the opportunity to gain broad and varied experience and career advancement.

Primary Responsibilities

70% of time

• Make proactive, outbound sales calls to financial advisors in geographic territory to identify prospects and schedule quality meetings for the External Regional Specialist and the Senior Internal Analyst with producing or potentially producing financial advisors. Develop relationships, uncover opportunities, and initiate sales process.

10% of time

• Follow-up with incoming leads as well as answer incoming phone calls and email inquiries generated by External Regional Specialist and Senior Internal Analyst activity, conduct marketing and/or email campaigns.

10% of time

• The Internal Sales Analyst is the first line of defense for all client service-related issues. The successful candidate will work closely with various internal stakeholders, including Legal, Compliance, Accounting/Tax and various product specialists and fund management professionals to solve service items for clients of Carlyle Private Wealth.

5% of time

• Work closely with team members to develop and execute an appropriate business plan to maximize territory sales.

5% of time

• Assist with administrative duties when necessary, including organizing and maintaining spreadsheets and entering activity into DealCloud CRM.

Requirements

Education, Licensing & Certificates

• Min GPA 3.30
• FINRA Series 7 and 63 required (or must be obtained within 90 days)

Professional Experience

• 1-2 years of prior Sales / Marketing experience is preferred. Knowledge of financial services, particularly alternative investments, a plus
• Must have the ability to work in a challenging and collaborative environment
• Possess a strong desire to compete and win
• Possess excellent oral and written communication skills
• Possess excellent interpersonal and customer service skills
• Proven ability to pay attention to detail and multi-task
• Must have strong relationship building skills
• Must be a detail-oriented, well-organized self-starter with high energy and creativity
• Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint.

The compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.

The anticipated base salary range for this role is $105,000.

In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.