RTW Investments

Private Wealth Analyst / Internal Sales Specialist

New York

Sponsorship not specified$150k-$175kDetected 28 days ago

CRMSalesPipeline Management

About the role

This role is a unique opportunity to help shape RTW's private wealth distribution channel from the ground up.

Drive Capital Raising: Proactively reach out to wealth managers, private bankers, and financial advisors via email, telephone, and virtual meetings to originate new business and pitch the firm's hedge fund strategies, warm the market ahead of external sales visits, and progress relationships toward allocation
Partner with External Sales: Collaborate directly with external sales specialists to develop territory business plans, prioritize prospective accounts, and schedule high-impact face-to-face or virtual meetings
Collaborate directly with external sales specialists to develop territory business plans, prioritize prospective accounts, and schedule high-impact face-to-face or virtual meetings

The listed responsibilities are not comprehensive, and additional tasks may be assigned as required
Bachelor's degree required
Approximately 2-4 years of experience in financial services, with exposure to the wealth management or alternatives distribution ecosystem (wirehouse, prime brokerage, hedge fund IR, or similar)
deep investment experience is not required, but intellectual curiosity about the strategies being sold is expected
Must be able to work from our New York City office 4-5 days per week
Familiarity with alternative investments, hedge fund structures, and the broader wealth management industry
Familiarity with alternative investments, hedge fund structures, and the broader wealth management industry; deep investment experience is not required, but intellectual curiosity about the strategies being sold is expected
The ability to build trust and long-term partnerships with busy wealth advisors and private bankers
Entrepreneurial and self-directed, high energy, meticulous attention to detail, follow-through, organizational discipline, and the ability to manage multiple priorities in a fast-paced environment

The base salary for this New York-based position ranges from $150,000 to $175,000, depending on experience, skills, and responsibilities.
Actual salary may vary based on qualifications and the level at which the role is hired.
In addition to the base salary, the role includes a discretionary incentive compensation program, and a comprehensive benefits package, including medical and life insurance, retirement plans, tax-free savings options, and access to additional healthcare programs.

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RTW Investments - Recent Press
RTW Investments is seeking a Private Wealth Analyst / Internal Sales Specialist whose primary responsibilities would be building and managing advisor relationships across wirehouses, private banks, and RIA networks.
This is a proactive, inside sales role for a self-starter who owns their coverage universe end-to-end reaching out to advisors ahead of roadshows, managing the pipeline, logging every interaction, and following up with urgency and precision.
Some familiarity with alternative investments is helpful; the ability to build trust with busy financial advisors and operate with high organizational discipline is essential.

This listing is sourced directly from RTW Investments's careers page and normalized into a canonical job model.