Internal Sales Desk Leader & Talent Coach

Lazard; New York (NY); On-site; USD 180,000 - 200,000; Full time

Job summary

Lazard Asset Management in New York is seeking an Internal Sales Desk Manager to lead and coach a team of early-career sales professionals advancing from internal to hybrid and external roles.

You will design onboarding, set performance standards, and translate sales strategy into disciplined daily execution on the desk. The role requires a proven asset-management distribution track record and strong leadership with CRM and analytics proficiency.

Qualifications

• 10+ years in asset management retail distribution, including ownership of an external territory.
• 5+ years leading and developing field sales talent in a structured retail environment.
• Demonstrated ability to identify, assess, and develop early-career sales talent with direct feedback.

Responsibilities

• Lead and coach the internal desk, overseeing daily operations, activity standards and performance culture to drive asset growth and qualified appointments.
• Assess and develop desk talent with targeted development plans and measurable expectations.
• Own onboarding for the desk, delivering structured onboarding for new hires covering firm, products, systems, and processes.
• Build desk-level skills through focused training on product mastery, consultative selling, discovery, prospecting, and objection handling.
• Coach in real time by listening to live calls and pipeline work and giving actionable feedback.
• Manage career progression with a framework for advancement to Hybrid and External roles.
• Oversee licensing and technical competency for SIE, Series 7, 63/65; Series 24 preferred or to be obtained.
• Partner with Sales Leadership on distribution strategy and use CRM data to prioritize opportunities.
• Run disciplined operating rhythm with team meetings, pipeline reviews, and KPI tracking.
• Ensure compliant client interactions and messaging in line with firm policies.

Skills

Asset management

Leadership

Talent development

Channel expertise

Consultative selling

Prospecting & cold calling

CRM (Salesforce)

Analytics

Collaboration

Compliance awareness

Education

Bachelor's degree preferred

Tools

Salesforce

AI-enabled coaching tools

Job description

Lazard Asset Management in New York is seeking an Internal Sales Desk Manager to lead and coach a team of early-career sales professionals advancing from internal to hybrid and external roles.

You will design onboarding, set performance standards, and translate sales strategy into disciplined daily execution on the desk. The role requires a proven asset-management distribution track record and strong leadership with CRM and analytics proficiency.