Private Wealth Solutions - Internal Sales, Analyst

Posted 23 Hours Ago
Be an Early Applicant
New York, NY
120K-125K Annually
1-3 Years Experience
Fintech
The Role
The Analyst will work with Regional Sales Teams to build relationships with financial advisors, aiming to promote Blackstone's investment solutions. Responsibilities include direct communication for prospect engagement, utilizing CRM systems to track interactions, and collaborating with sales teams to refine outreach strategies.
Summary Generated by Built In

Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com. Follow @blackstone on LinkedInTwitter, and Instagram.
 

The Analyst will partner with Regional Sales Teams to cultivate relationships with new financial advisors within a specified channel and territory(s), with the goal of accelerating the adoption of Blackstone investment solutions. The Analyst will maintain a high level of contact with prospects and will be the subject matter expert across one of the most diverse sets of alternative investment offerings in the industry.

Responsibilities:

  • Partner with Regional Sales Teams to uncover and penetrate new advisor opportunities.
  • Cultivate relationships with financial advisors through high-quality interactions including proactive and reactive calls, emails and follow-ups as well as limited in-person territory meetings
  • Demonstrated ability to understand and communicate Blackstone's sophisticated products (fund objectives, terms, exposures, manager strategy, positioning, performance attribution, etc.)
  • Take a consultative approach in profiling financial advisors in order to understand their business, clients and investment challenges to better match Blackstone solutions to their needs
  • Work with Regional Sales Teams to establish and execute on territory plan(s) and utilize data to optimize engagement with financial advisors
  • Utilize the CRM system to log all client/prospect related activity on a daily basis
  • Work with Business Development to leverage appropriate data sets for targeted outreach

Qualifications:

Blackstone seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, have sound judgment and have demonstrated excellence in prior endeavors.

The successful candidate must have:

  • 2+ years experience: with a preference towards asset management, wealth management, or alternative investment
  • Bachelor's degree (minimum) and FINRA Series 7 & (63/65, or 66)
  • Passion for this space and this role.
  • Strong skills in Microsoft Office and SalesForce
  • Strong verbal and written communication
  • Ability to communicate across all levels of the firm
  • Ability to stay individually focused while also working well in a team environment


The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.

Expected annual base salary range:

$120,000 - $125,000

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.
Additional compensation: Base salary does not include other forms of compensation or benefits offered in connection with the advertised role.

Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.

If you need a reasonable accommodation to complete your application, please email Human Resources at [email protected].

Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following:

  • Attending client meetings where you are discussing Blackstone products and/or and client questions;

  • Marketing Blackstone funds to new or existing clients;

  • Supervising or training securities licensed employees;

  • Structuring or creating Blackstone funds/products; and

  • Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.

Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Please speak with your Blackstone Recruiting contact with any questions.
To submit your application please complete the form below. Fields marked with a red asterisk * must be completed to be considered for employment (although some can be answered "prefer not to say"). Failure to provide this information may compromise the follow-up of your application. When you have finished click Submit at the bottom of this form.

Top Skills

MS Office
Salesforce
The Company
New York, NY
4,671 Employees
On-site Workplace
Year Founded: 1985

What We Do

Blackstone is one of the world’s leading investment firms. We seek to create positive economic impact and long-term value for our investors, the companies we invest in and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our asset management businesses include investment vehicles focused on private equity, real estate, public debt and equity, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com. Follow Blackstone on Twitter @Blackstone.

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