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Private Wealth Solutions - Internal Sales, Associate

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Blackstone Group

2mo ago

  • Job
    Full-time
    Senior Level
  • Sales & Business Development
  • $135K - $145K
  • New York City
  • Quick Apply

AI generated summary

  • You need a bachelor's degree, FINRA Series 7 & (63/65 or 66), 5-7 years financial services experience, strong communication skills, passion for capital markets, proficiency in Microsoft Office, and CRM technology experience.
  • You will drive sales in assigned territories by cultivating relationships with financial advisors through proactive calls, answering inquiries, understanding client needs, and optimizing engagement using CRM data.

Requirements

  • Bachelor’s degree required
  • FINRA Series 7 & (63/65 or 66) required
  • 5-7 years work experience within the financial services industry required (asset management, wealth management or alternatives experience preferred)
  • Exceptional verbal and written communication skills
  • Demonstrated passion for capital markets and alternative investments
  • Ability to perform at a high-level within a dynamic environment, and entrepreneurial culture with a focus on excellence
  • Proficient in Microsoft Office including Word, Excel and Outlook
  • Experience with web-based CRM technology (eg SalesForce)

Responsibilities

  • Partner with External Sales Specialists to drive sales within assigned territory(s)
  • Cultivate relationships with financial advisors through high-quality interactions including proactive and reactive calls, emails and follow-ups as well as limited in-person territory meetings
  • Maintain a high-level of client service by answering inbound inquiries and working with the operations team to resolve specific account issues
  • Demonstrated ability to understand and articulate Blackstone’s sophisticated products (fund objectives, terms, exposures, manager strategy, positioning, performance attribution, etc)
  • Take a consultative approach in profiling financial advisors in order to understand their business, clients and investment challenges to better match Blackstone solutions to their needs
  • Work with External Sales specialists to establish and execute on territory plan(s) and utilize data to optimize engagement with financial advisors
  • Utilize the CRM system to log all client/prospect related activity on a daily basis

FAQs

What is the role of the Private Wealth Solutions - Internal Sales, Associate within Blackstone's Private Wealth Solutions team?

The Internal Sales Specialist partners with External Sales Specialists to cultivate relationships with key financial advisors, accelerate the adoption of Blackstone investment solutions, maintain contact with intermediary clients and prospects, and serve as a subject matter expert on alternative investment offerings.

Who does the Private Wealth Solutions - Internal Sales, Associate work with?

The Internal Sales Specialist works closely with External Sales Specialists, key financial advisors, private banks, wealth management firms, family offices, and clients interested in Blackstone investment solutions.

What is the goal of the Private Wealth Solutions - Internal Sales, Associate?

The goal of the Internal Sales Specialist is to accelerate the adoption of Blackstone investment solutions by cultivating relationships with key financial advisors and providing ongoing product support, education, and training around alternatives.

Blackstone Group

Finance
Industry
1001-5000
Employees
1985
Founded Year

Mission & Purpose

Blackstone is a global investment firm that specialises in alternative asset management and financial advisory services. The company engages in various investment activities, including private equity, real estate, credit, and hedge fund solutions. Blackstone's ultimate mission is to generate attractive investment returns for their clients while managing risk prudently. Their purpose is to provide exceptional investment opportunities and value-added services to their investors, aiming to create lasting value and deliver superior performance. Blackstone strives to be a trusted partner for their clients, leveraging their deep industry expertise, global network, and disciplined investment approach to drive long-term success and contribute to the growth and development of the companies and assets they invest in.

Culture & Values

  • Relentlessly pursue excellence

    We strive to be the best at what we do, applying our global talent and scale to generate compelling outcomes for our clients.

  • Never compromise integrity

    We adhere to the highest standards of integrity, maintaining and deepening our clients’ trust.

  • Outperform through innovation

    We approach our work with a builder mindset, creating new opportunities through innovation and entrepreneurialism.

  • Deliver for our customers

    We are meticulous custodians of capital, deploying it when we have conviction that we can deliver lasting value.

  • Work humbly, work together

    We build diverse teams of extraordinary professionals who advocate for the best ideas and celebrate each other’s wins.

Benefits

  • Health Insurance

  • Vision Insurance

  • Performance Bonus

  • Maternity & Paternity Leave

  • Flexible Spending Account (FSA)

  • Dental Insurance

  • Life Insurance