Remote Senior Internal Sales Analyst - Global Wealth

Carlyle Group; New York (NY); Remote; USD 113,000 - 138,000; Full time

Benefits offered by this job

Retirement benefits

Health insurance

Life insurance

Disability insurance

Paid time off

Holidays

Wellness programs

Discretionary incentive program

Job summary

The Carlyle Group is seeking a Senior Internal Sales Analyst for Global Wealth. This remote-friendly, full-time role focuses on soliciting new investment product sales through financial advisors, supporting Client Relationship Managers, and driving territory sales within a defined region.

The ideal candidate has 2–3 years in sales/business development in financial services, Series 7 and 66, and strong communication and relationship-building skills.

Qualifications

• Bachelor’s degree required.
• Series 7 and 66 licenses required.
• 2–3 years of sales/business development in financial services preferred.
• Strong communication and relationship-management skills.

Responsibilities

• Make proactive sales calls to strengthen relationships and uncover opportunities.
• Schedule quality appointments for the Client Relationship Manager.
• Follow up on leads and campaigns; convert wire house prospects into clients.
• Collaborate with CRM to develop and execute territory business plans.
• Assist with administrative duties as needed.

Skills

Communication skills

Relationship building

Self-motivation

Attention to detail

Client service mindset

Education

Bachelor’s degree

Series 7

Series 66

Job description

The Carlyle Group is seeking a Senior Internal Sales Analyst for Global Wealth. This remote-friendly, full-time role focuses on soliciting new investment product sales through financial advisors, supporting Client Relationship Managers, and driving territory sales within a defined region.

The ideal candidate has 2–3 years in sales/business development in financial services, Series 7 and 66, and strong communication and relationship-building skills.