• $100
  • LOCATION:NONE

$100

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$100K-$120K

Position Overview

Apollo is seeking an Internal Sales Analyst to support the USI Independent 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 Analyst will partner closely with external sales professionals to 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
  • Track relevant conferences and identify whether team members will attend

Qualifications & Experience

Bachelor's degree required

  • 1-3 years' minimum experience in financial services industry [For Associates 4 years minimum]
  • Prior experience working with bank platforms, RIAs or private wealth clients is 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
  • 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
  • Fluency in Spanish required Additional languages (e.g., Portuguese) preferred

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