Internal Sales Desk Manager

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

Job Description

Many of the world's leading investors – from individuals to institutions across the globe – have entrusted us with approximately $280 billion in assets and rely on us to provide world-class investment solutions and advice.

At Lazard Asset Management, we pride ourselves on being at the forefront of complex financial markets, uncovering the best investment opportunities to deliver long-term value for our clients.

We are looking for an Internal Sales Desk Manager to lead our Field Sales internal wholesaler desk based in New York.

You will coach and develop a team of early-career sales professionals from Internal to Hybrid and, ultimately, External Wholesaler roles. We are looking for an organized, respected leader and coach who can assess capability quickly, give actionable real-time feedback, and translate sales strategy into disciplined daily execution on the desk.

We'll Trust You To

• Lead and coach the internal desk: Manage the daily operations, activity standards, and performance culture of the internal sales team to drive asset growth and qualified appointment setting for external partners.
• Assess and develop desk talent: Rapidly evaluate each individual's sales capability, product knowledge, and commercial judgment; build targeted development plans with measurable expectations; accelerate high potentials and address performance gaps promptly and directly.
• Own onboarding for the desk: Deliver structured onboarding for new internal sales hires covering the firm, our products, systems, sales process, and client segments, so new joiners reach productivity quickly.
• Build desk-level skills: Run focused skill-building on the capabilities the desk needs day to day - product mastery, consultative selling, discovery, prospecting and cold calling, objection handling, and partnership with the external wholesaler.
• Coach in real time: Listen in on live calls and pipeline work and give immediate, practical feedback on client conversations, product positioning, and follow-up discipline.
• Manage career progression: Execute a structured framework with clear, communicated advancement criteria that prepares internal wholesalers for Hybrid roles (combining virtual and targeted physical coverage) and eventual External territory ownership.
• Oversee licensing and technical competency: Manage the desk’s licensing path (SIE, Series 7, 63/65) and ongoing product training for new and tenured team members.
• Partner on distribution strategy: Work with Sales Leadership to implement business priorities, identify territory coverage gaps, and leverage CRM data to prioritize market opportunities based on revenue potential.
• Run a disciplined operating rhythm: Lead team meetings, pipeline reviews, and one-on-ones, and use CRM, sales analytics, and AI-enabled tools to track desk KPIs, surface coaching needs, and measure individual progress.
• Uphold firm standards: Ensure sales activity and client interactions are documented appropriately and conducted in line with firm policies, compliance requirements, and approved messaging.

You’ll Need To Have

• Industry experience: Minimum of 10 years in asset management retail distribution, including ownership of an external territory (ideally across channels and geographies).
• Leadership track record: Minimum of 5 years leading and developing field sales talent, specifically internals and hybrids, with a record of progressing junior sales professionals into senior production roles within a structured retail sales environment.
• Talent development: Demonstrated ability to identify, assess, and develop early-career sales talent, and to deliver timely, direct, and constructive feedback that changes behavior.
• Channel expertise: Deep technical knowledge of the Wirehouse, IBD, and RIA landscapes, including platform dynamics and advisor workflows.
• Advanced sales skills: Mastery of consultative selling, discovery-based prospecting, and high-impact cold calling, with the ability to translate these into practical coaching and training for internal sales professionals.
• Analytical proficiency: Experience using CRM (Salesforce) and sales analytics to drive territory planning, measure desk KPIs, and manage team and individual performance through a metricized, accountable approach; familiarity with AI-enabled workflow or coaching tools.
• Collaboration and judgment: Ability to work effectively with senior leaders, external wholesalers, Product, Marketing, National Accounts, and Compliance, with professional integrity and an authentic, respectful leadership style.
• Required licensing: Active Series 7 and 63/65 (or 66); Series 24 (Principal) preferred, or must be obtained within a specified timeframe.
• Education and product background: Bachelor's degree preferred; experience with investment management, retirement, insurance, or other financial services products is a plus.

What We Offer

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.

We expect the base salary range for this role to be approximately $180,000-$200,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management's compensation package, which also includes comprehensive benefits and may include incentive compensation.

Representation at Lazard

Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.

Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years.

We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

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