• $100
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$100

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$100K-$140K

Position Overview

Apollo is seeking an Internal Sales Professional to support the Private Bank/Wirehouse Channel within its Global Wealth Management Solutions (GWMS) business. GWMS is a vertically integrated sales channel within Apollo's broader Client & Product Solutions (CPS) ecosystem, designed to provide individuals and their advisors with a growing range of wealth management solutions beyond the public markets. The Internal Sales Professional will work closely with external sales partners drive marketing and fundraising outcomes within assigned region/territory.

RESPONSIBILITIES

The role encompasses a broad spectrum of marketing and investor relations responsibilities, including

  • Support field sales professionals in assigned Region/Territory throughout fundraising and prospecting process
  • Contribute to fundraising goals for the region by managing, enhancing, developing new relationships with clients
  • Develop strong knowledge of private wealth landscape and client/prospect base within assigned territory/region
  • Facilitate informational requests from
  • clients/prospects/consultants
  • sensitivities/potential
  • Provide consolidated updates on industry insights such as flows, strategic trends, M&A, performance data by manager and strategy
  • Use Salesforce to obtain meeting details and organize relevant information including research on the company, relevant news, portfolio information and competitive analysis. Prepare ad-hoc reports as needed for Regional Leadership and/or individual members of sales
  • Send detailed meeting follow up email including any relevant customized data or research to clients and prospects
  • Assist in tiering organizations in order of interest/priority
  • Provide updates on industry insights such as flows, strategic trends, and performance data by manager and strategy
  • Support the updating of Customer Relationship Management database (CRM) for territory
  • Support the updating of any relevant opportunities in CRM to ensure the sales pipeline is accurate
  • Assist in the coordination and organization of group events

Associate Requirements

  • Demonstrate strong working knowledge of private wealth landscape and client base, and possess ability to speak technically and impactfully about Apollo's strategies/product suite
  • Due to product/markets knowledge, possesses ability to have high quality conversations (rich in content on products, markets, etc.) with advisors that influence commercial outcomes for team
  • Contribute meaningfully to achievement of Region/Channel fundraising goals (via individual efforts and by providing high quality support to external partners)

Qualifications & Experience

  • Bachelor's degree required
  • 2 years' minimum experience in financial services industry (relevant industry experience will be evaluated when determining level)
  • Prior experience working with bank platforms, RIAs or private wealth clients is strongly preferred
  • Prior knowledge/work experience in alternative investments preferred
  • Working knowledge of CRM, preferably Salesforce.
  • Strong organization skills
  • Ability to communicate effectively both verbally and in written form [For Associates ability to drive tangible commercial outcomes]
  • Must work effectively with other groups in the organization and collaborate as necessary
  • Capable of thinking ahead, identifying potential
  • issues/conflicts/items
  • Discretion and ability to handle confidential, sensitive information
  • Advanced knowledge of Microsoft Office
  • applications/functions
  • Advanced knowledge of MS Office functions such as mail merges and managing multiple Outlook calendars

Pay Range

T

he base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm

performance.Compensation