West Coast Internal Sales Consultant — Private Markets

Jobs for Humanity; New York (NY); On-site; USD 100,000 - 120,000; Full time

Job summary

Robert Walters in New York City seeks an Internal Sales Consultant for the West Coast Region to drive private markets sales growth, partnering with wealth advisors and financial institutions. The role focuses on expanding AUM and delivering investment solutions.

You will work with a global team to leverage market insights, build relationships, and manage territory planning in a fast-paced environment.

Qualifications

• 3+ years of sales experience in private markets or alternatives.
• Existing client network and ability to raise assets.
• Strong knowledge of private markets and investment products.
• Excellent written and verbal communication skills.
• Bachelor's degree in Finance or Economics; FINRA licenses preferred.

Responsibilities

• Build and maintain relationships across the private wealth channel with Regional Directors.
• Support territory planning and pipeline management using data to identify opportunities.
• Conduct market and product research and articulate fit within client portfolios.
• Leverage presentations for financial advisors and wealth management professionals.
• Maintain CRM records and ensure accurate notes and activity tracking.
• Develop consultative partnerships with targeted financial institutions to drive revenue growth.

Skills

Private markets sales

Relationship management

Territory planning

CRM / data analytics

Communication skills

Education

Bachelor's degree in Finance or Economics

Tools

CRM systems

Data analytics tools

Job description

Robert Walters in New York City seeks an Internal Sales Consultant for the West Coast Region to drive private markets sales growth, partnering with wealth advisors and financial institutions. The role focuses on expanding AUM and delivering investment solutions.

You will work with a global team to leverage market insights, build relationships, and manage territory planning in a fast-paced environment.