Internal Wealth Sales - Analyst/Associate

We are seeking a highly motivated and client-focused Analyst/Associate to join our Internal Wealth Sales Team which sits within Jefferies Credit Partners business. This individual will play a key role in supporting external sales efforts by driving engagement with financial advisors and wealth platforms, with a specialized focus on Private Credit investment solutions. The role is based in New York and will cover either the East Coast or West Coast territories.

Key Responsibilities:

• Partner closely with External Wholesalers to develop and execute territory sales strategies focused on Private Credit offerings.
• Proactively engage financial advisors via phone, email, and virtual meetings to educate and promote Private Credit products.
• Build and maintain strong relationships with advisors, RIAs, broker-dealers, and platform partners.
• Deliver product presentations, respond to inquiries, and provide ongoing support to drive sales and deepen advisor relationships.
• Track and analyze territory performance metrics, pipeline activity, and advisor engagement.
• Collaborate with marketing, product, and investment teams to ensure alignment on messaging and positioning.
Stay current on market trends, competitive landscape, and regulatory developments impacting Private Credit and alternative investments.

Qualifications:

• Bachelor’s degree required; finance, economics, or related field preferred.
• 1 year of experience in financial services, preferably in internal wholesaling, sales support, or advisor relations.
• Strong understanding of Private Credit, alternative investments, and wealth management distribution channels.
• Excellent communication and presentation skills.
• FINRA Series 7 and 63 (or ability to obtain within a defined timeframe).
• Self-starter with a collaborative mindset and a passion for client engagement.
• Ability to travel occasionally for team meetings or advisor events.
Bachelor's degree from May 2024 or earlier only. Current students are not eligible.

Primary Location Full Time Salary Range of $90,000 - $120,000.