Senior Internal Sales Analyst

Website The Carlyle Group

As a global investment firm, we work together to create long-term value for our investors, companies, shareholders, people, and communities.

Full Job Description

Basic Information:

  • Job Name: Senior Internal Sales Analyst, Family Office – Carlyle Private Wealth
  • Location: New York/OVA
  • Line of Business: Investor Relations
  • Job Function: Investor Relations

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 ideas, 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 falls 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 Sales Desk Manager to help streamline efficiencies, mentor new employees and work on ad-hoc projects.
  • They will work with the internal sales team to provide feedback and illustrate best practices.


Primary Responsibilities:

  • Make proactive sales calls on a daily basis with existing representatives to strengthen relationships and find selling opportunities.
  • This includes sales campaigns, new business, follow-up meetings, and others as directed
  • Schedule quality appointments each week for the Client Relationship Manager to meet with new or existing clients.
  • Investigate proactive sales opportunities through proactive efforts with the Client Relationship Manager
  • Follow up with incoming leads as well as answer inquires generated by Client Relationship Manager’s activities, marketing or other campaigns
  • Identify and convert new RIAs/Family Office prospects into clients
  • Work closely with the Client Relationship Manager to develop and execute an appropriate business plan to maximize territorial sales
  • Accompany Carlyle management or Client Relationship Managers on in-person client meetings with gatekeepers, financial advisors and/or clients
  • Assist with administrative duties when needed

Qualifications, Requirements, Education, and Certificates:

  • Bachelor’s degree required
  • Series 7 and 66 are required
  • Professional Experience
  • 2-3 years of prior Sales and Marketing business development experience focused on RIAs
  • Knowledge of financial industry sales, particularly alternative investments a plus
  • Ability to work in a challenging, fast paced, and collaborative environment
  • Possess strong self-motivation and drive to succeed
  • Excellent communication skills, both written and verbal
  • Demonstrated customer service mindset
  • Strong attention to detail
  • Strong relationship building skills, both internal and external

Pay: $125,000 a year

To apply for this job please visit