Demo

Internal Sales Analyst/Associate - Private Banks/Wires Central

Apollo Management Holdings, L.P.
New York, NY Full Time
POSTED ON 12/19/2024
AVAILABLE BEFORE 2/19/2025

Position Overview

Apollo is seeking an Internal Sales Professional to support the Private Bank/Wirehouse Channel within its Global Wealth Management Solutions (GWMS) business. GWMS is a vertically integrated sales channel within Apollo’s broader Client & Product Solutions (CPS) ecosystem, designed to provide individuals and their advisors with a growing range of wealth management solutions beyond the public markets. The Internal Sales Professional will work closely with external sales partners drive marketing and fundraising outcomes within assigned region/territory.

The role encompasses a broad spectrum of marketing and investor relations responsibilities, including:

  • Support field sales professionals in assigned Region/Territory throughout fundraising and prospecting process
  • Contribute to fundraising goals for the region by managing, enhancing, developing new relationships with clients
  • Develop strong knowledge of private wealth landscape and client/prospect base within assigned territory/region
  • Facilitate informational requests from clients/prospects/consultants and identify sensitivities/potential issues
  • Provide consolidated updates on industry insights such as flows, strategic trends, M&A, performance data by manager and strategy
  • Use Salesforce to obtain meeting details and organize relevant information including research on the company, relevant news, portfolio information and competitive analysis. Prepare ad-hoc reports as needed for Regional Leadership and/or individual members of sales
  • Send detailed meeting follow up email including any relevant customized data or research to clients and prospects
  • Assist in tiering organizations in order of interest/priority
  • Provide updates on industry insights such as flows, strategic trends, and performance data by manager and strategy
  • Support the updating of Customer Relationship Management database (CRM) for territory
  • Support the updating of any relevant opportunities in CRM to ensure the sales pipeline is accurate
  • Assist in the coordination and organization of group events

Associate Requirements:

  • Demonstrate strong working knowledge of private wealth landscape and client base, and possess ability to speak technically and impactfully about Apollo’s strategies/product suite
  • Due to product/markets knowledge, possesses ability to have high quality conversations (rich in content on products, markets, etc.) with advisors that influence commercial outcomes for team
  • Contribute meaningfully to achievement of Region/Channel fundraising goals (via individual efforts and by providing high quality support to external partners)

Qualifications & Experience

  • Bachelor’s degree required
  • 4 years’ minimum experience in financial services industry (relevant industry experience will be evaluated when determining level)
  • Prior experience working with bank platforms, RIAs or private wealth clients is strongly preferred
  • Prior knowledge/work experience in alternative investments preferred
  • Working knowledge of CRM, preferably Salesforce.
  • Strong organization skills
  • Ability to communicate effectively both verbally and in written form [For Associates ability to drive tangible commercial outcomes]
  • Must work effectively with other groups in the organization and collaborate as necessary
  • Capable of thinking ahead, identifying potential issues/conflicts/items requiring follow up and proactively communicating them to the team
  • Discretion and ability to handle confidential, sensitive information
  • Advanced knowledge of Microsoft Office applications/functions required including Word, Excel and PowerPoint
  • Advanced knowledge of MS Office functions such as mail merges and managing multiple Outlook calendars

Pay Range

/

Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.

The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.

The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Internal Sales Analyst/Associate - Private Banks/Wires Central?

Sign up to receive alerts about other jobs on the Internal Sales Analyst/Associate - Private Banks/Wires Central career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$94,396 - $120,089
Income Estimation: 
$121,618 - $157,858
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$145,632 - $210,169
Income Estimation: 
$182,320 - $281,330
Income Estimation: 
$211,528 - $292,170
Income Estimation: 
$182,497 - $259,882
Income Estimation: 
$220,587 - $322,370
Income Estimation: 
$218,963 - $344,133
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$135,979 - $195,706
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Apollo Management Holdings, L.P.

Apollo Management Holdings, L.P.
Hired Organization Address New York, NY Full Time
Position Overview TBD Qualifications & Experience TBD Pay Range Apollo Global Management, Inc. (together with its subsid...
Apollo Management Holdings, L.P.
Hired Organization Address New York, NY Full Time
Position Overview Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek t...
Apollo Management Holdings, L.P.
Hired Organization Address New York, NY Full Time
Position Overview At Apollo, we’re a global team of alternative investment managers passionate about delivering uncommon...
Apollo Management Holdings, L.P.
Hired Organization Address New York, NY Full Time
Position Overview At Apollo, we’re a global team of alternative investment managers passionate about delivering uncommon...

Not the job you're looking for? Here are some other Internal Sales Analyst/Associate - Private Banks/Wires Central jobs in the New York, NY area that may be a better fit.

Regional Consultant - Private Banks/Wires NYC/Mid-Atlantic Region)

Apollo Management Holdings, L.P., New York, NY

Private Wealth Solutions - Internal Sales, Analyst

63000 Blackstone Administrative Services Partnership, New York, NY

AI Assistant is available now!

Feel free to start your new journey!