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Fortress Investment Group

Global investment manager managing diversified assets

Internal Sales Analyst - Private Wealth Solutions

Sales OperationsConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • A bachelor's degree from a top university with a strong academic record is required.
  • At least 2–3 years of alternative investment sales experience to wire houses, regional or independent broker-dealers, and registered investment advisers is required.
  • An understanding of broad financial markets and indices is required.
  • Advanced proficiency in customer relationship management systems focused on alternative investments is required.
  • Advanced proficiency in PowerPoint and Excel is required.
  • The candidate must be able to manage multiple priorities effectively.
  • The candidate must be able to work independently and as part of a team.
  • Strong organizational skills and meticulous attention to detail are required.

Responsibilities

  • Support the external sales team member for the assigned region or territory by scheduling meetings, coordinating travel and roadshows, conducting follow-up calls and call campaigns, and handling day-to-day internal sales responsibilities.
  • Make proactive daily sales calls to existing and prospective investors to strengthen firm relationships and build brand awareness within Private Wealth Management.
  • Source new leads and relationships within the registered investment adviser and regional or independent broker-dealer communities.
  • Answer inbound requests from current and prospective investors and coordinate responses with the external team member.
  • Work with the external sales team member to develop a business plan to generate and maximize sales within the territory.
  • Work with the investor relations team to manage and develop the customer relationship management system focused on Private Wealth Management, maximize sales, and generate sales reporting.
  • Assist with administrative needs when appropriate.

Desired Qualifications

  • Credit and/or real estate experience is a strong plus.
  • Prior work experience in Private Wealth Management is a plus.
  • Series 7 and Series 63 licenses are preferred.

About the Company

Fortress Investment Group

Global investment manager managing diversified assets

Fortress Investment Group is a global investment manager that handles money for about 2,000 institutional clients and private investors. It invests across multiple areas, including credit and real estate, private equity, and permanent capital strategies. Its products are managed portfolios and funds across these asset classes, built by pooling client capital and investing it in varied opportunities to generate returns. The company differentiates itself through its broad, multi-asset platform and long-standing experience (founded in 1998), which supports a wide range of investment strategies and client needs. Fortress aims to grow assets under management and deliver long-term value to its investors by deploying capital across diverse markets and investment styles.

Company size
1,001-5,000
Company stage
Not listed
Total funding
$1.3B
Headquarters
New York City, New York
Founded
1998

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