Private Wealth Solutions - Internal Sales, Associate

Blackstone; New York (NY); Vor Ort; USD 135.000 - 145.000; Vollzeit

Zusammenfassung

Blackstone seeks an Internal Sales Specialist in New York to partner with External Sales, build relationships with financial advisors, and promote Blackstone’s investment solutions. You will manage inquiries, coordinate with the operations team, and apply a consultative approach to match client needs with products.

The role requires FINRA licenses, 5–7 years in financial services, and strong communication skills. Proficiency with MS Office and Salesforce is essential.

Qualifikationen

• Bachelor’s degree required.
• FINRA Series 7 & (63/65 or 66) required.
• 5-7 years work experience within the financial services industry required.
• Exceptional verbal and written communication skills.
• Demonstrated passion for capital markets and alternative investments.
• Ability to perform at a high‑level within a dynamic environment with an entrepreneurial culture.
• Proficient in Microsoft Office including Word, Excel and Outlook.
• Experience with web‑based CRM technology (e.g. Salesforce).

Aufgaben

• Partner with External Sales Specialists to drive sales within assigned territory(s).
• Cultivate relationships with financial advisors through calls, emails and follow‑ups, including limited in‑person meetings.
• Maintain high level of client service by answering inquiries and resolving account issues with the operations team.
• Understand and articulate Blackstone’s products (fund objectives, terms, exposures, manager strategy, positioning, performance attribution).
• Profile financial advisors to match Blackstone solutions to their clients’ needs.
• Work with External Sales to establish territory plans and use data to optimize engagement.
• Log all client/prospect activity in the CRM system daily.

Kenntnisse

Verbal communication

Written communication

Relationship building

Sales experience

Analytical skills

Ausbildung

Bachelor’s degree

FINRA Series 7 and 63/65/66 licenses

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Salesforce

Jobbeschreibung

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long‑term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1 trillion in assets under management include investment vehicles focused onprivate equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non‑investment grade credit, real assets and secondary funds, all on a global basis.Further information is available at www.blackstone.com. Follow @blackstone onLinkedIn,Twitter,andInstagram.

Private WealthSolutionswas established to answer the growing demand for Blackstone products from high-net worth investors. Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private WealthSolutionsteam packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients and provides ongoing product and advisor support, as well as education and training around alternatives.

The Internal Sales Specialist will partner with External Sales Specialists to cultivate relationships with key financial advisors within a specified channel and territory(s), with the goal of accelerating the adoption of Blackstone investment solutions. The Internal Sales Specialist will maintain a high level of contact with intermediary clients and prospects and will be the subject matter expert across one of the most diverse sets of alternative investment offerings in the industry.

Responsibilities:

• Partner with External Sales Specialists to drive sales within assigned territory(s)
• Cultivate relationships with financial advisors through high-quality interactions including proactive and reactive calls, emails and follow-ups as well as limited in‑person territory meetings
• Maintain a high‑level of client service by answering inbound inquiries and working with the operations team to resolve specific account issues
• Demonstrated ability to understand and articulate Blackstone’s sophisticated products (fund objectives, terms, exposures, manager strategy, positioning, performance attribution, etc)
• Take a consultative approach in profiling financial advisors in order to understand their business, clients and investment challenges to better match Blackstone solutions to their needs
• Work with External Sales specialists to establish and execute on territory plan(s) and utilize data to optimize engagement with financial advisors
• Utilize the CRM system to log all client/prospect related activity on a daily basis

Qualifications:

• Bachelor’s degree required
• FINRA Series 7 & (63/65 or 66) required
• 5-7 years work experience within the financial services industry required (asset management, wealth management or alternatives experience preferred)
• Exceptional verbal and written communication skills
• Demonstrated passion for capital markets and alternative investments
• Ability to perform at a high‑level within a dynamic environment, and entrepreneurial culture with a focus on excellence
• Proficient in Microsoft Office including Word, Excel and Outlook
• Experience with web‑based CRM technology (eg SalesForce)

Expected annual base salary range:

$135,000 - $145,000

Actual base salary within that range will be determined by several components including but not limited to the individual’s experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.

Additional compensation: Base salary does not include other forms of compensation or benefits offered in connection with the advertised role.

Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.

If you need a reasonable accommodation to complete your application, please email Human Resources at [e-mail].

Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following:

• Attending client meetings where you are discussing Blackstone products and/or and client questions;
• Marketing Blackstone funds to new or existing clients;
• Supervising or training securities licensed employees;
• Structuring or creating Blackstone funds/products; and
• Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.

Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case‑by‑case basis. Please speak with your Blackstone Recruiting contact with any questions.