Return-to-Corporate: Global Wealth Ops (Part-Time, Hybrid)

The Carlyle Group; New York (NY); Hybrid; USD 112,000 - 134,000; Part time

Benefits offered by this job

Work schedule flexibility

Hybrid work environment

Professional development & mentorship

Job summary

The Carlyle Group is launching a Return to Corporate initiative in New York for experienced professionals reentering the workforce after a career break of at least two years. This part-time, six-month paid consulting assignment supports CGW across sales, fundraising, and investor servicing, with a cross-functional team and mentorship opportunities.

You will manage investor pipelines, CRM data checks, due diligence coordination, and sales reporting, building data-driven insights while

Qualifications

• Bachelor's degree required.
• 5+ years of experience in financial services, wealth management, sales operations, investor relations, or similar.
• Strong Salesforce experience, including managing client/prospect records, tracking activity, maintaining pipelines, and generating reports.

Responsibilities

• Produce Salesforce reports to provide visibility into client activity, sales pipelines, and fundraising progress.
• Develop and document Salesforce processes and best practices to improve data quality and consistency.
• Identify opportunities to enhance Salesforce workflows, reporting, and overall CRM effectiveness.
• Support ongoing fundraising and investor relations activities for Carlyle funds offered through CGW.
• Track client interactions, sales activity, opportunities, and investor engagement within Salesforce.
• Organize and clean existing client and prospect data, identifying gaps, inconsistencies, duplicates, and outdated information.
• Maintain sales and investor pipelines and ensure activity is captured and updated.
• Coordinate investor requests and due diligence processes, including DDQs, RFPs, RFIs, and related follow-up.
• Partner with Client Relationship Managers, Product Specialists, Fund Management, Compliance, and other internal teams to gather information and respond to client needs.
• Assist with the coordination of client meetings, roadshows, and related materials.
• Support CGW Sales and Investor Relations teams with ongoing projects and operational needs.

Skills

Salesforce

CRM management

Excel

Data analysis

Project management

Communication

Collaboration

Education

Bachelor's degree

Tools

Salesforce

Microsoft Excel

CRM systems

Job description

The Carlyle Group is launching a Return to Corporate initiative in New York for experienced professionals reentering the workforce after a career break of at least two years. This part-time, six-month paid consulting assignment supports CGW across sales, fundraising, and investor servicing, with a cross-functional team and mentorship opportunities.

You will manage investor pipelines, CRM data checks, due diligence coordination, and sales reporting, building data-driven insights while