Internal Sales Associate

New York, New York • $160,000-$200,000

About the Company:

Our client is a highly diversified global investment manager with over $40 billion in AUM investing for a range of credit, real estate, private equity, and permanent capital investment strategies. The Associate will support external sales team members and manage various aspects of the internal sales process for current and prospective investors.



  • Support external sales team members for their respective regions/territories including scheduling meetings, coordinating travel, scheduling roadshows, follow-up calls, call campaigns and other day-to-day internal sales responsibilities
  • Make proactive daily sales calls to existing and prospective investors to strengthen the firm’s relationship and build brand awareness
  • Source new leads and relationships within the regional/independent broker-dealer community
  • Answer inbound requests from current and prospective investors and coordinating responses with their external team member
  • Work closely with their external sales team member to develop business plans to generate and maximize sales within the territory
  • Work closely with IR team to manage and develop a CRM system focused on PWM to maximize sales and generate sales reporting



  • Bachelor’s degree required
  • 2-3 years of experience within an investment sales team
  • Advance proficiency in CRM systems focused on alternative investments
  • Credit and/or real estate experience a strong plus
  • Series 7 & 63 preferred


Salary Range: 




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