Senior Internal Sales Analyst, Global Wealth

Location: New York Line of Business: Investor Relations Job Function: Investor Relations Date: Thursday, May 7, 2026 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 by sharing sales ideas, providing product information, gathering marketing data, and offering sales support. The role requires meeting specific sales goals for the region and cultivating relationships with RIAs and family office prospects, including joint travel with the CRM to meet clients and prospects. The Analyst also takes a leadership role within the internal sales team, working with the Sales Desk Manager to streamline efficiencies, mentor new employees, and work on ad-hoc projects. Responsibilities Primary Responsibilities Make proactive sales calls on a daily basis with existing representatives to strengthen relationships and find selling opportunities. Schedule quality appointments each week for the Client Relationship Manager to meet with new or existing clients. Follow up with incoming leads and answer inquiries generated by the CRM’s activities, marketing, or other campaigns. Identify and convert new RIAs/Family Office prospects into clients. Work closely with the CRM to develop and execute a business plan to maximize territorial sales. Accompany leadership on in‑person client meetings with gatekeepers, financial advisors, and/or clients. Assist with administrative duties when needed. Qualifications Requirements Education & Certificates Bachelor’s degree required. Series 7 and 66 licenses 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, is a plus. Ability to work in a challenging, fast‑paced, collaborative environment. Strong self‑motivation and drive to succeed. Excellent written and verbal communication skills. Demonstrated customer service mindset. Strong attention to detail. Strong relationship‑building skills, both internal and external. Benefits/Compensation Compensation range for this role is specific to New York City and includes base salary of $125,000. Comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, holidays, family planning benefits, and wellness programs. Eligible to participate in an annual discretionary incentive program based on performance. #J-18808-Ljbffr Carlyle