What are the responsibilities and job description for the Internal Wealth Sales - Analyst/Associate position at Jefferies?
Job Description
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:
About Us
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full time employees, paid parental leave.
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.
- 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.
About Us
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full time employees, paid parental leave.
Salary : $90,000 - $120,000