Private Wealth Management Sales-Established accounts recruitment
The Private Wealth Management (PWM) Internal Sales team will work with the PWM internal and external sales team to develop Financial Advisor relationships and increase sales in products at major brokerage firms. The candidate will be assigned a territory and will be responsible for articulating capabilities to high net worth advisors. Candidates will be responsible for making proactive phone calls to Financial Advisors to provide them with fund information, marketing, investment updates and investment commentary as well as field inbound sales calls to provide fund information such as manager strategy, performance attribution and marketing support.
The Internal Sales team will work together to develop the appropriate skill set and knowledge base to articulate fund objectives, fund terms, fund exposures, manager strategy, performance attribution, platform operations, etc. Responsibilities include identifying and building relationships with high net worth advisors at major brokerages, educating advisors on Blackstone’s products and services, identifying and fostering leads for external wholesalers, developing and maintaining brokerage firms Alternative Investment platform knowledge, answering advisor inquiries via inbound sales calls as well as developing and maintaining advisor profile and data within our CRM.
This firm seeks to hire individuals who are highly motivated, intelligent and have demonstrated excellence in prior endeavors. In addition to a track record of selling, servicing or marketing financial services products, the successful candidate should have strong communication, sales, client service presentations skills, as well as a desire to work in a team environment. A strong knowledge of markets, securities and investment strategies is essential. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin, or any category protected by law.