What are the responsibilities and job description for the Internal Sales Associate | $5B Investment Firm | $120K–$130K + Bonus position at Atlantic Group?
Our client, a $5B global investment firm, is hiring an Internal Sales Associate (Wealth Management) in Fairfield County, CT. This hybrid role (3 days per week in-office) offers $120,000–$130,000/year bonus, excellent benefits, and strong long-term growth within a high-performing, collaborative culture. You will support external sales teams with meeting coordination, analytics, CRM updates, and client outreach while partnering cross-functionally to drive sales, manage territories, and deepen product knowledge.
The ideal candidate brings 1-3 years of internal sales experience within an investment manager or wealth management environment, along with strong sales instincts, relationship management skills, and proficiency in Excel and PowerPoint. IBD or wirehouse exposure and FINRA Series 7 and 63 are strongly preferred.
ID: 47624
Salary : $120,000 - $130,000