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Analyst - PB/Wire (West)
4 months ago
Position Overview
Job Description
Apollo is seeking an Analyst to support the Wealth Management region in the west within its Global Wealth Management Solutions (GWMS) team. GWMS is a vertically integrated sales channel within Apollo's broader Client & Product Solutions (CPS) ecosystem designed to provide individuals and their advisors access to a growing range of wealth management solutions. The Analyst will partner closely with the GWMS team to drive and execute regional sales strategy while also maintaining connectivity with counterparts across the US on initiatives.
The role encompasses a broad spectrum of marketing and investor relations responsibilities, including:
* Ensure territories, pipelines and consultant coverage plans are accurately and coordinated across the team
* Facilitate informational requests from clients/prospects/consultants and identify sensitivities/potential issues
* Contribute on fundraising goals for the region by managing, enhancing, developing new relationships with clients
* Use Salesforce to obtain meeting details and organize relevant information including research on the company, relevant news, portfolio information and competitive analysis. Prepare ad-hoc reports as needed for Regional Leadership and/or individual members of sales
* Send detailed meeting follow up email including any relevant customized data or research to clients and prospects
* Assist in tiering organizations in order of interest/priority
* Provide updates on industry insights such as flows, strategic trends, and performance data by manager and strategy
* Support the updating of Customer Relationship Management database (CRM) for region
* Support the updating of any relevant opportunities in CRM to ensure the sales pipeline is accurate
* Assist in the coordination and organization of group events
* Track relevant conferences and identify whether team members will attend
Qualifications & Experience
* Bachelor's degree required
* 2-3 years' minimum experience in financial services industry
* Prior experience working with bank platforms or private wealth clients is preferred
* Prior knowledge/work experience in alternative investments preferred
* Working knowledge of CRM, preferably Salesforce.
* Strong organization skills
* Ability to communicate effectively both verbally and in written form
* Must work effectively with other groups in the organization and collaborate as necessary
* Capable of thinking ahead, identifying potential issues/conflicts/items requiring follow up and proactively communicating them to the team
* Discretion and ability to handle confidential, sensitive information
* Advanced knowledge of Microsoft Office applications/functions required including Word, Excel and PowerPoint
* Advanced knowledge of MS Office functions such as mail merges and managing multiple Outlook calendars
Pay Range
0
The 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.
