Private Wealth Sales Pro — Advisor Relationships (SF)

The Blackstone Group L.P.; San Francisco (CA); On-site; USD 125,000 - 160,000; Full time

Job summary

Blackstone, the world’s leading alternative asset manager, seeks a San Francisco-based Sales Professional to cultivate advisor relationships and drive adoption of private wealth investment solutions. The role collaborates with field teams to implement territory plans, understand advisor needs, and deliver sophisticated product knowledge.

Qualified candidates have a Bachelor’s degree, 5+ years in financial services, and FINRA licenses (7 and 63/65 or 66).

Qualifications

• Bachelor’s degree required.
• FINRA Series 7 & (63/65 or 66) required.
• 5+ years in financial services.
• Exceptional verbal and written communication abilities.
• Strong interest in capital markets and alternative investments.
• Thrives in a dynamic, entrepreneurial environment with a commitment to excellence.
• Proficient in Microsoft Office (Word, Excel, Outlook) and CRM platforms (e.g., Salesforce).

Responsibilities

• Develop a deep understanding of Blackstone’s strategies across Private Equity, Private Real Estate, Private Credit, and Private Infrastructure.
• Partner with field sales professionals to implement territory strategies and drive sales growth.
• Enhance relationships with financial advisors through proactive outreach and high-quality interactions.
• Gain insights into advisors’ businesses to recommend tailored solutions.
• Deliver top-tier support by addressing inquiries and resolving account issues with Investor Services.]
• Leverage CRM tools to track activities, analyze data, and optimize engagement strategies.

Skills

Verbal and written communication

Sales experience

Advisory relationship building

Education

Bachelor’s degree

Tools

Salesforce CRM

Microsoft Office

Job description

Blackstone, the world’s leading alternative asset manager, seeks a San Francisco-based Sales Professional to cultivate advisor relationships and drive adoption of private wealth investment solutions. The role collaborates with field teams to implement territory plans, understand advisor needs, and deliver sophisticated product knowledge.

Qualified candidates have a Bachelor’s degree, 5+ years in financial services, and FINRA licenses (7 and 63/65 or 66).