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Internal Sales PB Wires Associate
| Company | Apollo Global |
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| Location | Miami, FL, USA |
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| Salary | $140000 – $160000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- Bachelor’s degree required
- 4 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
- Must work effectively with other groups in the organization and collaborate as necessary
- Capable of thinking ahead, identifying potential issues/conflicts/items requiring follow up and proactively communicating them to the team
- Discretion and ability to handle confidential, sensitive information
- Advanced knowledge of Microsoft Office applications/functions required including Word, Excel and PowerPoint
- Advanced knowledge of MS Office functions such as mail merges and managing multiple Outlook calendars
- Fluency in Spanish preferred
Responsibilities
- 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 and identify sensitivities/potential issues
- 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
Preferred Qualifications
- Prior experience working with bank platforms, RIAs or private wealth clients is strongly preferred
- Prior knowledge/work experience in alternative investments preferred
- Fluency in Spanish preferred
