Internal Sales Analyst, Global Wealth

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

Benefits offered by this job

Comprehensive benefits package

Discretionary incentive program

Retirement benefits

Health insurance

Job summary

Carlyle is seeking an Internal Sales Analyst for Global Wealth in New York, NY. The role focuses on outbound prospecting to financial advisors, developing relationships, and supporting territory sales growth.

You will coordinate with the External Regional Specialist and Senior Internal Analyst, manage inquiries, and assist in running campaigns to drive new investment product sales. The ideal candidate holds a college degree, has 1–2 years of sales/marketing experience, and demonstrates strong

Qualifications

• College degree required; Min GPA 3.30.
• FINRA Series 7 and 63 required (or must be obtained within 90 days).
• 1-2 years of prior Sales/Marketing experience preferred.
• Must have ability to work in a challenging and collaborative environment.
• Possess excellent oral and written communication skills.
• Ability to build strong relationships and pay attention to detail.

Responsibilities

• Proactively make outbound calls to financial advisors in territory to identify prospects and schedule meetings for the External Regional Specialist and Senior Internal Analyst.
• Follow up with leads and manage inquiries from phone and email campaigns.
• Serve as first line of defense for client service issues, coordinating with Legal, Compliance, Accounting/Tax and product teams.
• Collaborate with team to develop and execute a business plan to maximize territory sales; assist with administrative tasks and DealCloud CRM data entry.

Skills

Sales prospecting

Communication

Relationship building

Multitasking

Attention to detail

Self-starter

Education

College degree

GPA 3.30

FINRA Series 7 & 63

Tools

DealCloud CRM

Microsoft Excel

Microsoft PowerPoint

Job description

## Internal Sales Analyst, Global WealthApplylocations: New York, NYtime type: Full timeposted on: Posted 4 Days Agojob requisition id: R-00047**Position Summary**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. Develops relationships, uncovers opportunities, and initiates 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*** College degree required.* 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**Competencies & Attributes*** Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint.**Benefits/Compensation**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.Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.