Internal Sales Associate – Global Wealth Solutions

Internal Sales Associate – Global Wealth SolutionsLocation: NYCEMC15301The Opportunity:Our client is a global alternative investment platform with a strong presence across private markets and wealth distributionThe role sits within a dedicated Global Wealth Solutions team focused on expanding relationships across private wealth channelsOpportunity to work closely with senior Relationship Managers and gain exposure to a broad suite of alternative investment productsWell-suited to candidates pursuing a long-term career in distribution / client-facing roles within private marketsKey Responsibilities:Partner with External and Hybrid Relationship Managers to support coverage of financial advisors and wealth management firmsDrive sales activity through proactive outreach to prospective and existing clients, including calls, emails, and meeting coordinationSupport territory management, including pipeline tracking, CRM updates, and targeted marketing initiativesAssist in building and maintaining strong client relationships through consistent communication and follow-upsClearly articulate investment strategies and alternative product offerings across private and semi-liquid structuresCoordinate roadshows, events, and client meetings in collaboration with internal teams and external partnersMaintain awareness of market trends, competitor offerings, and developments across private wealth platformsSupport client servicing requests, product updates, and broader distribution initiativesCandidate Profile:2+ years of experience in a sales or client-facing role within asset management or financial servicesExposure to wealth management channels and financial advisor coverageStrong understanding of financial markets and alternative asset classes (e.g. private equity, credit, real assets)Excellent communication and presentation skills with the ability to convey complex concepts clearlyHighly organised with the ability to manage multiple priorities and a busy scheduleStrong interpersonal and relationship-building skillsProficiency in CRM systems (e.g. Salesforce) and Microsoft OfficeMotivated, proactive, and team-oriented with a strong work ethicUndergraduate degree required; progress toward CFA/CAIA or similar qualifications is advantageousSeries 7 and Series 63 or 66 (required or to be obtained within a defined period)Why This Role:Exposure to a leading global alternatives platform and institutional-quality product suiteClear pathway into a senior, externally facing distribution roleBroad interaction across sales, product, and investment teamsDynamic, client-focused environment with strong learning opportunitiesExcellent platform to build a long-term career in private markets distribution