Global Wealth Solutions Internal Sales Analyst/ Associate

KKR
New York
Workplace: OnsiteFull timeFunction: SalesExperience: 2+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Organization","Relationship management","Collaboration"]

The Internal Sales Associate supports the Global Wealth Solutions team by driving sales and asset growth for financial advisors across private and registered funds. Working with Relationship Managers, this role leverages knowledge of alternative assets and wealth management to communicate complex capabilities, manage pipelines, and coordinate across product, distribution, and field teams to advance KKR’s wealth distribution strategy.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
KKR
KKR
2 years ago

Global Wealth Solutions Internal Sales Analyst/ Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

The Internal Sales Associate supports the Global Wealth Solutions team by driving sales and asset growth for financial advisors across private and registered funds. Working with Relationship Managers, this role leverages knowledge of alternative assets and wealth management to communicate complex capabilities, manage pipelines, and coordinate across product, distribution, and field teams to advance KKR’s wealth distribution strategy.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Work in partnership and in support of External and Hybrid Relationship Managers to develop and maintain relationships with financial advisors at leading wealth management firms in their respective territories in order to drive sales and AUM growth across private and registered funds.
  • •Provide sales support and service by being proactive with outbound phone calls to both existing and prospective KKR allocators to drive sales and secure meetings for external partner.
  • •Assist in territory management in an efficient and impactful manner, including ongoing management of sales pipeline and utilizing data/analytics to facilitate target marketing.
  • •Conduct follow-up activities with prospective and existing advisors/clients.
  • •Maintain constant and open communication with Relationship Managers to ensure maintenance of daily activities and meeting/call notes in CRM.

Key Requirements

  • •2+ years of sales experience with financial advisors at leading wealth management firms.
  • •Knowledge/ experience in international Wealth Management.
  • •Understanding of financial markets and investment strategies, including a depth of expertise across alternative assets classes in both private and registered structures (interval funds, BDCs, REITs).
  • •Proficiency in CRM systems (Salesforce) and Microsoft Office Suite.
  • •Series 7 and 63 or 66 required within 3 months of your start date.
Experience:2+ yearsWealth managementPrivate wealthFinancial services
Education:Bachelor's
Skills:CommunicationPresentationOrganizationRelationship managementCollaboration
Certifications:Series 7Series 63Series 66
Languages:English
Tech Stack:SalesforceMicrosoft Office

Company Brief

KKR
Global investment firm providing alternative asset management and capital markets services across private equity, credit, real assets, and hedge funds, serving institutional and private clients worldwide.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York, United States
Founded: 1976
WebsiteLinkedIn