Private Wealth Internal Sales Analyst – Growth & Relationships

Fortress Investment Group; New York (NY); On-site; USD 100,000 - 140,000; Full time

Job summary

Fortress Investment Group in New York is seeking an Internal Sales Analyst for Private Wealth Solutions. You will support an external sales team, manage internal sales processes, and coordinate meetings with current and prospective investors.

The role requires a bachelor’s degree and 2–3 years in alternative investment sales, plus strong Excel/PowerPoint skills and CRM proficiency. Excellent communication and multitasking abilities are essential in a fast-paced private wealth environment.

Qualifications

• Bachelor’s degree from a top university with a strong academic record.
• At least 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.
• Prior work experience in Private Wealth Management a plus.
• Advanced proficiency in PowerPoint and Excel; strong CRM proficiency.

Responsibilities

• Support external sales team member for their respective region/territory; schedule meetings, coordinate travel, roadshows, follow-up calls and internal sales tasks.
• Make proactive daily sales calls to existing and prospective investors to strengthen relationships and build brand awareness within PWM.
• Source new leads and relationships within the RIA and regional/independent broker dealer community.
• Answer inbound requests from investors and coordinate response with external team; develop business plan to maximize sales within the territory.
• Work with IR team to manage CRM focused on PWM and generate sales reporting; assist with administrative needs.

Skills

Communication skills

Team player

Multitasking

Education

Bachelor’s degree

Tools

CRM systems

PowerPoint

Excel

Job description

Fortress Investment Group in New York is seeking an Internal Sales Analyst for Private Wealth Solutions. You will support an external sales team, manage internal sales processes, and coordinate meetings with current and prospective investors.

The role requires a bachelor’s degree and 2–3 years in alternative investment sales, plus strong Excel/PowerPoint skills and CRM proficiency. Excellent communication and multitasking abilities are essential in a fast-paced private wealth environment.