Internal Sales Analyst, Global Wealth

1P284 THE CARLYLE GROUP EMPLOYEE CO., LLC; Ova (KY); On-site; USD 89,250 - 120,750; Full time

Benefits offered by this job

Health insurance

Retirement benefits

Paid time off

Paid holidays

Life insurance

Disability insurance

Wellness programs

Family planning benefits

Job summary

The Carlyle Group in the United States seeks an Internal Sales Analyst to support a geographic territory by driving outbound outreach to financial advisors and assisting senior staff in client service and sales activities.

You will help prospect and schedule meetings, maintain relationships, and contribute to ad-hoc projects within Carlyle Private Wealth, with weekly team meetings to share best practices and drive territory success.

Qualifications

• College degree required; GPA 3.30.
• FINRA Series 7 and 63 required (or must be obtained within 90 days).
• 1–2 years of sales/marketing experience preferred; strong communication and relationship-building skills.

Responsibilities

• Make proactive outbound sales calls to financial advisors in geographic territory to identify prospects and schedule meetings.
• Follow up with incoming leads and respond to calls and emails; run marketing campaigns.
• Serve as first line of defense for client service issues; collaborate with Legal, Compliance, Accounting/Tax, and product teams.
• Develop and execute a business plan to maximize territory sales.
• Assist with administrative duties, including organizing spreadsheets and entering activity into DealCloud CRM.

Skills

Sales / Marketing experience

Communication skills

Interpersonal skills

Attention to detail

Multi-tasking

Education

College degree

FINRA Series 7 & 63

GPA 3.30

Tools

Microsoft Office

Job description

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, qualifying and scheduling meetings with new prospects and on occasion participating 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: Serve as the first line of defense for all client service-related issues. 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. Minimum 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 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

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.