Private Wealth Internal Sales Analyst

FIG US FIG LLC; United States; On-site; USD 100,000 - 140,000; Full time

Job summary

Fortress Investment Group LLC in New York seeks a Sales Associate for the Credit and Real Estate Business Capital Formation Group. You will support an external sales team, manage internal sales processes for private investors, and drive relationships with PWM channels.

Ideal candidates have 2–3 years in alt investments and Private Wealth exposure, with strong CRM, PowerPoint and Excel skills. The role emphasizes coordinating meetings, sourcing leads, and building a scalable sales plan across

Qualifications

• Bachelor’s degree from a top university with strong academics.
• 2–3 years of alternative investment sales experience to wire house, regional/independent broker dealers and RIA.
• Credit and/or real estate experience a strong plus.
• Private Wealth Management experience a plus.
• Advanced proficiency in PowerPoint and Excel.
• Excellent verbal and written communication skills.
• Ability to effectively manage multiple priorities.
• Series 7 & 63 preferred.

Responsibilities

• Support external sales team member for their region/territory, including scheduling meetings and travel.
• Make proactive daily sales calls to existing and prospective investors to strengthen relationships.
• Source new leads and relationships within the RIA and regional broker dealer community.
• Answer inbound requests and coordinate response with external team member.
• Collaborate to develop business plans to maximize sales in the territory.
• Manage CRM system focused on PWM to maximize sales and generate reporting.
• Assist with administrative needs as appropriate.

Skills

CRM systems

PowerPoint

Excel

Communication

Education

Bachelor's degree

Job description

Fortress Investment Group LLC in New York seeks a Sales Associate for the Credit and Real Estate Business Capital Formation Group. You will support an external sales team, manage internal sales processes for private investors, and drive relationships with PWM channels.

Ideal candidates have 2–3 years in alt investments and Private Wealth exposure, with strong CRM, PowerPoint and Excel skills. The role emphasizes coordinating meetings, sourcing leads, and building a scalable sales plan across