Blackstone Private Wealth – Internal Sales – Associate

Blackstone Private Wealth – Internal Sales – Associate

Requirements

• Bachelor’s degree required
• FINRA Series 7 & (63/65 or 66) required
• 5+ years work experience within the financial services industry required (asset management, wealth management or alternatives experience preferred)
• Exceptional verbal and written communication skills
• Demonstrated passion for capital markets and alternative investments
• Ability to perform at a high-level within a dynamic environment, and entrepreneurial culture with a focus on excellence
• Proficient in Microsoft Office including Word, Excel and Outlook
• Experience with web-based CRM technology (eg SalesForce)

Responsibilities

• Partner with External Sales Specialists to drive sales within assigned territory(s)
• 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
• Maintain a high-level of client service by answering inbound inquiries and working with the operations team to resolve specific account issues
• Demonstrated ability to understand and articulate 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 External Sales specialists 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

Preferred Qualifications

• 5+ years work experience within the financial services industry required (asset management, wealth management or alternatives experience preferred)