Senior Internal Sales Analyst, Global Wealth

1P284 THE CARLYLE GROUP EMPLOYEE CO., LLC; Ova (KY); On-site; USD 106,250 - 143,750; Full time

Benefits offered by this job

Health insurance

Retirement benefits

Paid time off

Life insurance

Disability coverage

Wellness programs

Bonus program

Job summary

The Carlyle Group is seeking a Senior Internal Sales Analyst to actively solicit investment product sales within an assigned geographic region, focusing on RIAs and Family Office relationships. You will support Client Relationship Managers, share sales ideas, present product information, and help pursue territory sales goals.

The role requires 2–3 years of sales experience, a Bachelor’s degree, and Series 7 and 66 licenses.

Qualifications

• Bachelor’s degree required; Series 7 and 66 required.
• 2–3 years of sales and marketing/business development experience focused on RIAs.
• Knowledge of financial industry sales is a plus.
• Ability to work in a fast-paced, collaborative environment.
• Strong communication skills, both written and verbal.
• Strong attention to detail and relationship-building skills.

Responsibilities

• Make proactive sales calls daily with existing reps to strengthen relationships and find selling opportunities.
• Schedule quality appointments each week for the Client Relationship Manager to meet with clients.
• Investigate proactive sales opportunities with the Client Relationship Manager.
• Follow up with inquiries generated by marketing or campaigns.
• Identify and convert new RIA / Family Office prospects into clients.
• Work with the CRM to develop and execute a sales plan.
• Attend client meetings with Carlyle management or Client Relationship Managers.
• Assist with administrative duties when needed.

Skills

Communication

Relationship building

Self-motivated

Sales mindset

Education

Bachelor's degree

Job description

Position Summary

The Senior Internal Sales Analyst’s role is to actively solicit new investment product sales within an assigned geographic region through RIAs and Multi & Single Family Office relationships. The position will aid Client Relationship Managers in pursuing territory sales goals by sharing sales ideas, providing product information, gathering marketing data, and offering sales support. It will also require meeting specific sales goals for the geographic region. Success will be tied to the overall region’s success as well as personal metrics. The analyst will cultivate and own relationships, cover specific RIAs or region parts as directed by the Client Relationship Manager, travel jointly with the CRM to meet clients and prospects, give presentations, conduct group meetings, and provide a leadership role within the internal sales team. Collaboration with the Sales Desk Manager will streamline efficiencies, mentor new employees, and support ad‑hoc projects. The analyst will also work with the sales team to give feedback and illustrate best practices.

Primary Responsibilities

• Make proactive sales calls daily with existing representatives to strengthen relationships and find selling opportunities, including sales campaigns, new business, follow‑up meetings, and other directed tasks.
• Schedule quality appointments each week for the Client Relationship Manager to meet with new or existing clients.
• Investigate proactive sales opportunities through joint efforts with the Client Relationship Manager.
• Follow up with incoming leads and answer inquiries generated by the Client Relationship Manager’s activities, marketing, or other campaigns.
• Identify and convert new RIA / Family Office prospects into clients.
• Work closely with the Client Relationship Manager to develop and execute an appropriate business plan to maximize territorial sales.
• Accompany Carlyle management or Client Relationship Managers on in‑person client meetings with gatekeepers, financial advisors, and/or clients.
• Assist with administrative duties when needed.

Requirements

• Education & Certificates: Bachelor’s degree required; Series7 and66 required.
• Professional Experience: 2‑3 years of prior sales and marketing business development experience focused on RIAs.
• Knowledge of financial industry sales, particularly alternative investments, a plus.
• Ability to work in a challenging, fast‑paced, and collaborative environment.
• Strong self‑motivation and drive to succeed.
• Excellent communication skills, both written and verbal.
• Demonstrated customer service mindset.
• Strong attention to detail.
• Strong relationship building skills, both internal and external.

Benefits / Compensation

The compensation range for this role is specific to New York City and takes into account a wide range of factors including the necessary skill sets, prior experience, training, licenses, and/or certifications. The anticipated base salary range for this role is $125,000. In addition to the base salary, the hired professional will enjoy a comprehensive benefits package that includes retirement benefits, health insurance, life insurance and disability coverage, paid time off, paid holidays, family planning benefits, and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.

Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.