Strategic Internal Sales Analyst, Global Private Wealth

1P284 THE CARLYLE GROUP EMPLOYEE CO., LLC; New York (NY); On-site; USD 113,000 - 138,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability

Paid time off

Paid holidays

Retirement benefits

Wellness programs

Incentives

Job summary

The Carlyle Group is seeking a Senior Internal Sales Analyst to actively solicit new investment product sales within an assigned geographic region through Financial Advisors at wire houses and other networks. The role supports Client Relationship Managers by sharing sales ideas, providing product information, gathering data, and delivering sales support.

Success is tied to regional and personal metrics. The position involves cultivating relationships, traveling with CRM when needed, and leading

Qualifications

• Bachelor's degree required.
• Series 7 and 66 are required.
• 2-3 years of prior Sales and Marketing business development experience focused on wire houses.
• Knowledge of financial industry sales, particularly alternative investments a plus.
• Ability to work in a challenging, fast paced, and collaborative environment.

Responsibilities

• Make proactive sales calls daily to strengthen relationships and identify selling opportunities.
• Schedule quality appointments for the Client Relationship Manager.
• Investigate proactive sales opportunities with the Client Relationship Manager.
• Follow up with incoming leads and inquiries generated by marketing activities.
• Identify and convert new wire house prospects into clients.
• Develop and execute a business plan with the Client Relationship Manager to maximize territorial sales.
• Join Carlyle management on in-person client meetings as needed and assist with admin duties.

Skills

Strong relationship building skills

Excellent communication skills

Self-motivation and drive

Customer service mindset

Education

Bachelor's degree

Series 7

Series 66

Job description

The Carlyle Group is seeking a Senior Internal Sales Analyst to actively solicit new investment product sales within an assigned geographic region through Financial Advisors at wire houses and other networks. The role supports Client Relationship Managers by sharing sales ideas, providing product information, gathering data, and delivering sales support.

Success is tied to regional and personal metrics. The position involves cultivating relationships, traveling with CRM when needed, and leading