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Position Summary
The Senior Internal Sales Analyst's role is to actively solicit new investment product sales within an assigned geographic region through RIAs, Multi & Single Family Office relationships. The position will aid Client Relationship Managers in the pursuit of territory sales goals through sharing of sales ideals, providing product information, gathering marketing data and offering sales support.
The role will also require this individual to reach specific sales goals for their geographic region that fall within their coverage universe. Their success will be tied to the overall region's success, in addition to their own personal metrics. They will be expected to cultivate and own their own relationships and will cover specific RIAs or parts of the region as deemed appropriate by the Client Relationship Manager. When necessary, this individual will do joint travel with the CRM to meet with clients and prospects, give presentations or conduct group meetings within their designated region.
The Senior Internal Sales Analyst will also take a leadership role amongst the Carlyle Private Wealth internal sales team. They will work with the Client Relationship Manager Lead to help streamline efficiencies, train and on-board new employees and working on ad-hoc projects. They will work with the internal sales team to provide feedback and illustrate best practices.
Key Duties/Responsibilities
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