Analyst PB/Wire

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 Apollos 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
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.
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

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 Apollos 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
Bachelors 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

T

he 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.

Grow your Career at Apollo

Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career. Join Apollo and learn from some of the smartest problem-solvers in the world to build your career and make your mark on the future of finance.

#J-18808-Ljbffr