What it's about

Partners Group is seeking an Internal Sales Support Professional to work in one of the fastest-growing segments of the wealth management industry, engaging with private wealth advisors and teams as part of the Private Wealth sales / marketing team in New York or Denver.

This hands-on and dynamic role will support and drive the sales efforts of the client-facing external partner in a defined territory, with a focus on timely follow up, proactive outbound sales strategies, and strengthening relationships with existing clients.

This is an exciting opportunity to join in an internal sales capacity with the opportunity to grow your career longer term with the Partners Group.

Responsibilities :

• Work closely with a Client Relationship Manager to successfully develop and execute sales strategies and tactics targeted at the private wealth channel
• Successfully develop and execute sales strategies and tactics via proactive activity by way of phone, email, and / or virtual meetings
• Responsible for scheduling virtual and in person 1x1 meetings with financial advisors, and assisting with targeted regional and national advisor-facing events where applicable
• Ensure timely follow-up on sales meetings and calls with approved marketing materials, including proactive outreach to prospects and strengthening existing client relationships (limited travel)
• Maintain, track, and promptly update client / prospect information and insights, as well as sales meeting details and follow-ups in the CRM system
• Adhere to all compliance guidelines, including the creation and use of pre-approved marketing materials
• Become a knowledgeable source of information and insights about alternatives products and market
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• Bachelor's degree and strong academic background required
• 1-3 years of work experience (financial services industry and sales experience preferred)
• Demonstrated sales skills, ability to be articulate, flexible, and comfortable in fast-paced environment
• Excellent written and verbal communication skills with internal colleagues and external partners
• Strong computer skills, including proficiency in Microsoft Office and Excel
• Exceptional organization and time management skills
• FINRA SIE, Series 7 and 63 licensed or obtained 3 months after joining

What we offer

Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded.

We offer a fantastic opportunity for you to grow :

• Challenging, rewarding career within a growing company
• Collaborative environment, with on-the-job training and mentorship opportunities
• Competitive benefits and wellness package, including medical, dental and vision coverage
• 401k (Roth and pre-tax options) with company match
• 25 vacation days and 12 holidays annually
• One-month sabbatical after every five years of service
• Company paid life and disability insurance
• Education assistance program
• Lunch stipend
• Fun office and team events, including volunteer opportunities to connect with and help our local communities
• Partners Group compensation has a long-term outlook and philosophy, and our total compensation emphasizes performance based long term incentives.

Base pay range for this role will be between $90,000 - 130,000, and a performance-based cash bonus are part of the total compensation package

Make an impact on the organization by taking a lead role in the growth of our US business. Our working environment is humble, inclusive and transparent, and the structure of the firm is flat.

At Partners Group, we thrive on new ideas for the benefit of our clients, our employees and our community. We are proud to be an equal opportunity employer and support diversity of perspectives.

Last updated : 2024-04-26