Private Wealth Internal Sales Analyst

Fortress Investment Group; New York (NY); Sur place; USD 100 000 - 140 000; Plein temps

Résumé du poste

Fortress Investment Group in New York is seeking a Sales Associate for the Credit and Real Estate Business Capital Formation Group to support an external sales team and manage internal sales processes for private wealth investors.

The ideal candidate has 2–3 years of alternative investment sales experience, a bachelor’s degree, strong CRM, PowerPoint and Excel skills; Series 7/63 preferred. The role offers growth opportunities and a competitive base salary with additional compensation components.

Qualifications

• A bachelor’s degree from a top university with a strong academic record.
• 2–3 years of alternative investment sales experience to wire houses, regional/independent broker dealers and RIAs.
• Credit and/or real estate experience is a plus.

Responsabilités

• Support external sales team member for their region/territory, including scheduling meetings and coordinating travel.
• Make proactive daily sales calls to existing and prospective investors to grow PWM relationships.
• Source new leads within the RIA and broker-dealer community and coordinate responses with the external team.
• Work with the external team to develop business plans to maximize territory sales.
• Assist with CRM and reporting for PWM activities.

Connaissances

Verbal communication

Written communication

CRM proficiency

PowerPoint

Excel

Multitasking

Independence

Formation

Bachelor’s degree

Outils

CRM systems

PowerPoint

Excel

Description du poste

Fortress Investment Group in New York is seeking a Sales Associate for the Credit and Real Estate Business Capital Formation Group to support an external sales team and manage internal sales processes for private wealth investors.

The ideal candidate has 2–3 years of alternative investment sales experience, a bachelor’s degree, strong CRM, PowerPoint and Excel skills; Series 7/63 preferred. The role offers growth opportunities and a competitive base salary with additional compensation components.