Blackstone Private Wealth - Internal Sales, Associate (San Francisco)

Blackstone
San Francisco
Workplace: OnsiteFull time125,000 - 160,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Relationship management","Presentation","Teamwork","Problem-solving"]

San Francisco-based sales role supporting Blackstone Private Wealth, collaborating with field sales to drive adoption of private market investment solutions. You will develop product knowledge across Private Equity, Real Estate, Private Credit, and Private Infrastructure; manage advisor relationships; use CRM to optimize engagement; and provide top-tier client support in a dynamic wealth management environment.

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Blackstone
Blackstone
6 months ago

Blackstone Private Wealth - Internal Sales, Associate (San Francisco)

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Last checked: 6 days agoStatus: Live

Job Summary

San Francisco-based sales role supporting Blackstone Private Wealth, collaborating with field sales to drive adoption of private market investment solutions. You will develop product knowledge across Private Equity, Real Estate, Private Credit, and Private Infrastructure; manage advisor relationships; use CRM to optimize engagement; and provide top-tier client support in a dynamic wealth management environment.
Location: San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Develop a deep understanding of Blackstone’s sophisticated strategies across Private Equity, Private Real Estate, Private Credit, and Private Infrastructure.
  • •Partner with field sales professionals to implement territory strategies and drive sales growth.
  • •Enhance new and existing relationships with financial advisors through proactive outreach, high-quality interactions, and occasional in-person meetings.
  • •Gain insights into advisors’ businesses, clients, and challenges to recommend tailored solutions that address their specific needs.
  • •Deliver top-tier support by addressing inquiries and resolving account issues in collaboration with our Investor Services team.

Pay and Benefits

Salary: 125,000 - 160,000 annually
Equity and Bonus:Equity
Perks:Health Insurance401kEquity

Key Requirements

  • •Bachelor’s degree required;
  • •FINRA Series 7 & (63/65 or 66) required;
  • •5+ years in financial services;
  • •Exceptional verbal and written communication abilities;
  • •Proficient in Microsoft Office (Word, Excel, Outlook) and CRM platforms (e.g., Salesforce)
Experience:5+ yearsFinancial servicesCapital marketsPrivate wealthInvestment management
Education:Bachelor's
Skills:CommunicationRelationship managementPresentationTeamworkProblem-solving
Certifications:FINRA Series 7FINRA Series 63/65/66
Tech Stack:Microsoft OfficeSalesforceCRM

Company Brief

Blackstone
Global alternative asset manager specializing in private equity, real estate, credit, and hedge fund solutions. Provides investment management and advisory services to institutional and individual investors 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: 1985
WebsiteLinkedIn