Territory Private Wealth Analyst: Sales & Service

Carlyle Group; Montgomery (AL); On-site; USD 81,000 - 99,000; Full time

Benefits offered by this job

Health insurance

Retirement benefits

Job summary

The Carlyle Group is seeking a Private Wealth Analyst in New York/OVA for Carlyle’s Private Wealth Analyst Program, a rigorous two-year training track designed to prepare professionals for careers in private wealth. Analysts will support client service in an assigned territory, assist senior staff with sales activities, and participate in weekly team meetings to share best practices.

Participants will gain exposure to prospecting, product information, and market data while building relationships

Qualifications

• FINRA Series 7 and 63 must be obtained within 90 days of employment.
• SIE required at time of application.
• Internship in Sales/Marketing or Financial Services preferred.
• Strong communication and interpersonal skills are essential.
• Detail-oriented, highly organized, and able to multi-task.

Responsibilities

• Make proactive outbound sales calls to financial advisors to identify prospects and schedule meetings.
• Follow up on leads, handle inquiries, and conduct marketing campaigns.
• Serve as first line of defense for client service issues with internal stakeholders.
• Develop and execute a business plan to maximize territory sales.
• Assist with admin duties and enter activity into CRM.
• Join in-person meetings with financial advisors and clients when needed.

Skills

Sales experience

Communication skills

Client service

Relationship building

Multi-tasking

Organizational skills

Team collaboration

Education

FINRA Series 7 & 63 within 90 days

SIE required

Tools

Microsoft Office

DealCloud CRM

Job description

The Carlyle Group is seeking a Private Wealth Analyst in New York/OVA for Carlyle’s Private Wealth Analyst Program, a rigorous two-year training track designed to prepare professionals for careers in private wealth. Analysts will support client service in an assigned territory, assist senior staff with sales activities, and participate in weekly team meetings to share best practices.

Participants will gain exposure to prospecting, product information, and market data while building relationships