Posted:
6/6/2024, 5:00:00 PM
Location(s):
New York, New York, United States ⋅ New York, United States
Experience Level(s):
Junior
Field(s):
Sales & Account Management
Position Overview
Apollo is seeking a highly motivated individual to join our National Accounts team within the Global Wealth Management Solutions (“GWMS”) business. GWMS is a vertically integrated sales channel within Apollo’s broader Client & Product Solutions (CPS) ecosystem, designed to provide individuals and their advisors with a growing range of wealth management solutions beyond the public markets.
Support the execution of National Account business plans for focus firms with the goal of growing partnerships and driving revenues
Support National Accounts leads with intermediary relationships including client engagements, follow ups and client service-related initiatives
Collaborate with internal business partners, including External and Internal Sales, Investment Teams, Marketing, Legal and others to effectively deliver resources to clients, including comparative analytics, capital markets insights and investment proposals
Write meeting memos and assist as needed with preparation for client meetings/pitches
Possess investment acumen and develop knowledge of Apollo’s positioning, holdings, competitive edge and overall investment results across the capital structure
Act as a consistent team player who effectively works across Apollo to advance the firm’s goals
Qualifications & Experience
Minimum 2 years of experience in the financial services industry
Prior experience working with institutional investors, financial advisors or private wealth clients preferred
Prior knowledge/work experience in alternative investments preferred
Understanding of Independent Broker Dealers (IBDs) and Registered Investment Advisors (RIAs) preferred
Strong organization skills and work ethic
Advanced knowledge of Microsoft Office applications/functions required including Word, Excel and PowerPoint
Ability to communicate effectively both verbally and in written form
Must work effectively with other groups in the organization and collaborate as necessary
Discretion and ability to handle confidential, sensitive information
Working knowledge of CRM, preferably Salesforce
Bachelor’s degree required
SIE, Series 7 and 63 licensed (if not licensed, will be required upon joining)
Demonstrates integrity, high-energy and motivation to succeed
Pay Range
$110K-$125KThe base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
Website: https://apollo.com/
Headquarter Location: New York, New York, United States
Employee Count: 1001-5000
Year Founded: 1990
Last Funding Type: Post-IPO Debt
Industries: Asset Management ⋅ Credit ⋅ Financial Services ⋅ Property Management ⋅ Real Estate