Internal Sales, PB Wires Analyst/ Associate

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. 

•    Strong organization skills 

• Ability to communicate effectively both verbally and in written form

​ASSOCIATES:

• 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 Powe