Senior Associate, Global Wealth Business Development

The Hybrid Sales Senior Associate at Carlyle Group is a key player in driving sales growth and client engagement in the Global Wealth business. This role involves building relationships with financial advisors and presenting investment solutions. With a mix of travel and virtual interactions, you’ll be at the forefront of Carlyle’s efforts to expand its market presence. If you have a passion for sales and investment, this could be a great fit for you.

What You’ll Do

• Drive revenue in key investment vehicles to hit sales targets
• Communicate with financial advisors through meetings and calls
• Travel to meet clients and build relationships
• Support client and industry events to promote Carlyle’s capabilities
• Maintain consistent phone and virtual activity from the home office
• Work alongside an internal wholesaler to strategize

What You Need

• Bachelor’s degree required
• Series 7 and 63/66 are required
• 5+ years of prior sales experience
• Knowledge of financial advisors and their businesses
• Strong communication skills, both written and verbal
• Ability to work in a fast-paced environment
• Strong relationship building skills

What You’ll Love

• Competitive base salary with a comprehensive benefits package
• Opportunity to mentor and lead junior team members
• Engaging work environment with a focus on collaboration
• Chance to work with a diverse range of investment products

About the Firm

• The Carlyle Group is a global investment firm with $453 billion in assets
• Founded in 1987, it has grown into one of the largest investment firms
• Emphasizes development, retention, and inclusion
• Invests across various segments and industries