Private Wealth Analyst / Internal Sales Specialist

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

New York

About RTW Investments

RTW Investments, LP (“RTW”) is a global, full life-cycle investment and innovation firm dedicated to solving the most challenging, unmet patient needs. We are focused on company building and identifying transformational and disruptive innovations across the biopharmaceutical and medical technologies sectors. Our investment philosophy combines a deep understanding of disease, biology, medicine, and technology with a comprehensive view of commercial opportunities and challenges. Our talented team brings hands‑on expertise in targeted areas of innovation, dedicated to the diligent exploration and support of emerging breakthroughs in both industry and academia.

Our mission is simple: we power breakthrough therapies that transform the lives of millions.

RTW Investments is seeking a Private Wealth Analyst / Internal Sales Specialist whose primary responsibilities would be building and managing advisor relationships across wirehouses, private banks, and RIA networks. This is a proactive, inside sales role for a self-starter who owns their coverage universe end-to-end reaching out to advisors ahead of roadshows, managing the pipeline, logging every interaction, and following up with urgency and precision. Some familiarity with alternative investments is helpful; the ability to build trust with busy financial advisors and operate with high organizational discipline is essential. This role is a unique opportunity to help shape RTW’s private wealth distribution channel from the ground up.

Key Responsibilities

• Drive Capital Raising: Proactively reach out to wealth managers, private bankers, and financial advisors via email, telephone, and virtual meetings to originate new business and pitch the firm’s hedge fund strategies, warm the market ahead of external sales visits, and progress relationships toward allocation
• Partner with External Sales: Collaborate directly with external sales specialists to develop territory business plans, prioritize prospective accounts, and schedule high-impact face‑to‑face or virtual meetings
• Pipeline Management: Track and progress the sales cycle from initial cold/warm outreach to close, effectively utilizing a CRM system (e.g., Altvia) to log interactions, follow-ups, and fund allocations
• The listed responsibilities are not comprehensive, and additional tasks may be assigned as required

Qualifications and Skills

• Approximately 2–4 years of experience in financial services, with exposure to the wealth management or alternatives distribution ecosystem (wirehouse, prime brokerage, hedge fund IR, or similar)
• Familiarity with alternative investments, hedge fund structures, and the broader wealth management industry; deep investment experience not required, but intellectual curiosity about the strategies being sold is expected
• The ability to build trust and long‑term partnerships with busy wealth advisors and private bankers
• Entrepreneurial and self‑directed, high energy, meticulous attention to detail, follow‑through, organizational discipline, and the ability to manage multiple priorities in a fast‑paced environment
• Must be able to work from our New York City office 4‑5 days per week

The base salary for this New York‑based position ranges from $150,000 to $175,000, depending on experience, skills, and responsibilities. Actual salary may vary based on qualifications and the level at which the role is hired. In addition to the base salary, the role includes a discretionary incentive compensation program, and a comprehensive benefits package, including medical and life insurance, retirement plans, tax‑free savings options, and access to additional healthcare programs.