Full-Time

Global Wealth Solutions Internal Sales Associate

Posted on 3/8/2024

KKR

KKR

5,001-10,000 employees

Provides asset management and insurance solutions

Financial Services
Real Estate

Mid

New York, NY, USA

Required Skills
Sales
Communications
Salesforce
Marketing
Data Analysis
Requirements
  • 2+ years of sales experience with financial advisors at leading wealth management firms
  • Understanding of financial markets and investment strategies, including alternative assets classes
  • Superior communication and presentation skills
  • Strong organizational skills
  • Proficiency in CRM systems (Salesforce) and Microsoft Office Suite
  • Excellent academic credentials including an undergraduate degree from a top tier institution
  • Progress toward CFA and/or CAIA preferred
  • Series 7 and 63 or 66 required
Responsibilities
  • Work in partnership and in support of External and Hybrid Relationship Managers
  • Provide sales support and service to drive sales and secure meetings
  • Assist in territory management and utilize data/analytics for target marketing
  • Conduct follow-up activities with prospective and existing advisors/clients
  • Maintain constant communication with Relationship Managers
  • Understand and communicate complex alternative investment capabilities
  • Coordinate internally and with sales resources to organize roadshows
  • Generate and maintain continuous touchpoints with financial advisors

KKR offers alternative asset management, capital markets, and insurance solutions, including investment funds in private equity, credit, and real assets, as well as retirement, life, and reinsurance products.

Company Stage

N/A

Total Funding

$17.6B

Headquarters

New York, New York

Founded

1976

Growth & Insights
Headcount

6 month growth

17%

1 year growth

38%

2 year growth

109%

Benefits

Investing in Training and Development

Driving Diversity for Better Results

Focusing on Wellness and Benefits

Greening Our Operations

INACTIVE