Private Wealth Analyst: Advisor Relations & Capital Raising

RTW Investments; New York (NY); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Discretionary incentive compensation program

Comprehensive benefits package

Access to healthcare programs

Job summary

RTW Investments is seeking a Private Wealth Analyst / Internal Sales Specialist to manage advisor relationships within wealth management. The role requires proactive outreach to wealth managers and financial advisors while collaborating with external sales to strategize business development.

Ideal candidates should have 2–4 years of financial services experience, familiarity with alternative investments, and exceptional communication skills. Must work from the New York City office 4–5 days a week.

Qualifications

• Approximately 2–4 years of experience in financial services.
• Familiarity with wealth management or alternatives distribution.
• Ability to build trust with wealth advisors and private bankers.
• Self-directed, high energy, meticulous attention to detail.

Responsibilities

• Proactively reach out to wealth managers and financial advisors.
• Collaborate with external sales to develop territory plans.
• Track the sales cycle using a CRM system.
• Additional tasks may be assigned as required.

Skills

Experience in financial services

Familiarity with alternative investments

Strong organizational discipline

Excellent communication skills

Tools

CRM systems (e.g., Altvia)

Job description

RTW Investments is seeking a Private Wealth Analyst / Internal Sales Specialist to manage advisor relationships within wealth management. The role requires proactive outreach to wealth managers and financial advisors while collaborating with external sales to strategize business development.

Ideal candidates should have 2–4 years of financial services experience, familiarity with alternative investments, and exceptional communication skills. Must work from the New York City office 4–5 days a week.