Wealth Internal Sales Analyst — Territory Growth

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

Benefits offered by this job

Comprehensive benefits package

Discretionary incentive program

Retirement benefits

Health insurance

Job summary

Carlyle is seeking an Internal Sales Analyst for Global Wealth in New York, NY. The role focuses on outbound prospecting to financial advisors, developing relationships, and supporting territory sales growth.

You will coordinate with the External Regional Specialist and Senior Internal Analyst, manage inquiries, and assist in running campaigns to drive new investment product sales. The ideal candidate holds a college degree, has 1–2 years of sales/marketing experience, and demonstrates strong

Qualifications

• College degree required; Min GPA 3.30.
• FINRA Series 7 and 63 required (or must be obtained within 90 days).
• 1-2 years of prior Sales/Marketing experience preferred.
• Must have ability to work in a challenging and collaborative environment.
• Possess excellent oral and written communication skills.
• Ability to build strong relationships and pay attention to detail.

Responsibilities

• Proactively make outbound calls to financial advisors in territory to identify prospects and schedule meetings for the External Regional Specialist and Senior Internal Analyst.
• Follow up with leads and manage inquiries from phone and email campaigns.
• Serve as first line of defense for client service issues, coordinating with Legal, Compliance, Accounting/Tax and product teams.
• Collaborate with team to develop and execute a business plan to maximize territory sales; assist with administrative tasks and DealCloud CRM data entry.

Skills

Sales prospecting

Communication

Relationship building

Multitasking

Attention to detail

Self-starter

Education

College degree

GPA 3.30

FINRA Series 7 & 63

Tools

DealCloud CRM

Microsoft Excel

Microsoft PowerPoint

Job description

Carlyle is seeking an Internal Sales Analyst for Global Wealth in New York, NY. The role focuses on outbound prospecting to financial advisors, developing relationships, and supporting territory sales growth.

You will coordinate with the External Regional Specialist and Senior Internal Analyst, manage inquiries, and assist in running campaigns to drive new investment product sales. The ideal candidate holds a college degree, has 1–2 years of sales/marketing experience, and demonstrates strong