Territory Financial Sales Analyst — Wealth & Client Support

The Carlyle Group; New York (NY); On-site; USD 94,500 - 115,500; Full time

Benefits offered by this job

Retirement benefits

Health insurance

Life insurance

Disability insurance

Paid time off

Paid holidays

Family planning benefits

Wellness programs

Annual discretionary incentive program

Job summary

The Carlyle Group is seeking an Internal Sales Analyst to support a New York territory by calling financial advisors, developing relationships, and driving investment product sales through outreach and follow-up. You will assist in coordinating with senior staff and product specialists to address client needs while building process efficiencies across the team.

You will participate in team meetings, share best practices, and contribute to ad-hoc projects that enhance territory performance and

Qualifications

• Strong verbal and written communication required.
• 1–2 years of sales/marketing experience preferred.
• FINRA Series 7 and 63 required or must be obtained within 90 days.
• Ability to work in a challenging and collaborative environment.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint).

Responsibilities

• Make proactive outbound calls to financial advisors to identify prospects and schedule meetings.
• Follow-up on incoming leads and conduct campaigns.
• First line of defense for client service issues, coordinating with Legal, Compliance, Accounting/Tax and product specialists.
• Develop and execute a business plan to maximize territory sales.
• Assist with administrative duties including organizing spreadsheets and entering activity into DealCloud CRM.

Skills

Oral and written communication

Interpersonal skills

Customer service

Attention to detail

Multi-tasking

Team collaboration

Education

GPA 3.30 minimum

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

The Carlyle Group is seeking an Internal Sales Analyst to support a New York territory by calling financial advisors, developing relationships, and driving investment product sales through outreach and follow-up. You will assist in coordinating with senior staff and product specialists to address client needs while building process efficiencies across the team.

You will participate in team meetings, share best practices, and contribute to ad-hoc projects that enhance territory performance and