Regional Wealth Internal Sales Leader

The Carlyle Group; New York (NY); On-site; USD 112,500 - 137,500; Full time

Benefits offered by this job

Health insurance

Retirement benefits

Life insurance

Disability insurance

Paid time off

Paid holidays

Wellness programs

Discretionary incentive program

Job summary

The Carlyle Group is seeking a Senior Internal Sales Analyst in New York to actively solicit new investment product sales within an assigned region through RIAs and Family Office relationships. You will support Client Relationship Managers, share sales ideas, gather data, and assist with marketing efforts to reach territory goals.

You will lead initiatives, mentor teammates, and help streamline internal processes while traveling with CRMs as necessary to meet clients and prospects within your

Qualifications

• Bachelor's degree required.
• Series 7 and 66 licenses required.

Responsibilities

• Make proactive sales calls to strengthen relationships and identify opportunities.
• Schedule quality appointments for Client Relationship Managers.
• Follow up with leads and inquiries from campaigns.
• Identify and convert new RIAs/Family Office prospects.
• Collaborate with Client Relationship Manager to execute a business plan for territorial sales.
• Join meetings with gatekeepers, financial advisors, and clients as needed.
• Assist with administrative duties.

Skills

Sales experience

RIAs knowledge

Communication skills

Relationship building

Self-motivation

Education

Bachelor's degree

Series 7 & 66 licenses

Job description

The Carlyle Group is seeking a Senior Internal Sales Analyst in New York to actively solicit new investment product sales within an assigned region through RIAs and Family Office relationships. You will support Client Relationship Managers, share sales ideas, gather data, and assist with marketing efforts to reach territory goals.

You will lead initiatives, mentor teammates, and help streamline internal processes while traveling with CRMs as necessary to meet clients and prospects within your