Internal Sales PB Wires Analyst

Position Overview

Apollo is seeking an Internal Sales Professional to support the Private Bank/Wirehouse 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 Professional will work closely with external sales partners drive marketing and fundraising outcomes within assigned region/territory. 

Primary 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 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 

Qualifications & Experience

·         Bachelor’s degree required 

·         2 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. 

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