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Internal Sales Desk Manager
3 months ago
Position Overview
The Internal Sales Desk Manager will be responsible for managing a range of Analyst and Associate level talent within the Global Wealth Management Solutions business at Apollo. The professionals on the Internal Desk will span multiple channels (US Independent and PB/Wire primarily) based across the firm’s NYC, Miami and El Segundo office locations (strategically aligned to the region/territory that they support).
Products under coverage will include semi-liquid perpetual vehicles across equity, credit and real assets (BDCs, interval funds and open-end private funds). The sales structure is channelized and calls on Wirehouses, Private Banks, RIAs, Regional Banks and Independent Broker Dealers. The performance of the Internal Sales Desk Manager will be measured by gross flows, new assets under management across the funds, sales activities/conversion success, and broader team contribution of the Internal Desk professionals to the fundraising efforts of the GWMS business.
RESPONSIBILITIES:
- Provide coaching, leadership and mentorship for a team of Internal Sales Professionals across the firm’s US Independent and Private Bank/Wirehouse Channels.
- Develop and execute career development and leadership plans, inclusive of but not limited to daily 1:1 mentoring, coaching on time management, objection handling, and active listening skills.
- Partner with Client Portfolio Managers (CPMs), Product Management and Senior Sales to develop team’s sales skills, product knowledge, data management, territory management and strategy execution. Through direct and indirect training efforts, equip Internal Sales professionals with deep knowledge of the firm’s investment strategies and fund vehicles.
- Partner with and solicit feedback from External Wholesalers and Regional/Channel leads on an ongoing basis to inform ongoing training/coaching plans.
- Drive sales strategy consistent with the Regional and National sales goals.
- Participate in projects focused on leveraging additional value from Salesforce CRM (client/prospect insight, kit leads and pipeline management).
- Drive the build of a winning and highly connected team culture that spans multiple channels and office locations.
- Establish internal desk as critical function to business achieving and exceeding territory/region/channel sales goals.
- Responsible for recruiting, hiring and onboarding across internal sales desk.
Qualifications & Experience
- Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field.
- Demonstrated track record of motivating high performing sales teams in the financial services industry.
- Strong interpersonal skills and the ability to manage a diverse team with varying experience.
- Prior experience as an Internal / Hybrid sales associate role preferred.
- Excellent communication skills, project management skills, and business management reporting experience.
- Passion for talent development and coaching.
- Excels at problem solving and continuous improvement techniques
- Proficient in Microsoft Office suite and Salesforce
- Series 7, 63 and 24 licensed (will sponsor)
- High degree of self-motivation and professionalism, with a confident, assertive style and tenacity to deliver results
- Excellent relationship building and conflict resolution skills
TRAVEL:
- The position is NYC based and will require frequent travel between NYC, Miami and El Segundo office locations
Pay Range
$160k - $215k
