Hiring: Internal Sales Analyst, Global Wealth Company: The Carlyle Group Location: New York, NY Job Posted Time: 2026-09-03 14:17:13 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Series 7 About the job Experience: •1-2 years of prior Sales / Marketing experience is preferred. Knowledge of financial services, particularly alternative investments, a plus •Possess a strong desire to compete and win •Possess excellent oral and written communication skills •Possess excellent interpersonal and customer service skills •Proven ability to pay attention to detail and multi-task Required Skills: •Make proactive, outbound sales calls to financial advisors in geographic territory to identify prospects and schedule quality meetings for the External Regional Specialist and the Senior Internal Analyst with producing or potentially producing financial advisors. Develops relationships, uncovers opportunities, and initiates sales process. •Follow-up with incoming leads as well as answer incoming phone calls and email inquiries generated by External Regional Specialist and Senior Internal Analyst activity, conduct marketing and/or email campaigns. •The Internal Sales Analyst is the first line of defense for all client service-related issues. The successful candidate will work closely with various internal stakeholders, including Legal, Compliance, Accounting/Tax and various product specialists and fund management professionals to solve service items for clients of Carlyle Private Wealth. •Work closely with team members to develop and execute an appropriate business plan to maximize territory sales. •Assist with administrative duties when necessary, including organizing and maintaining spreadsheets and entering activity into DealCloud CRM. Qualifications: •College degree required. •FINRA Series 7 and 63 required (or must be obtained within 90 days) Compensation: •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!