Firm Overview Golub Capital

Senior Associate (or Associate), Internal Wholesaler

New York · Senior

Sponsorship not specified$150k-$175kDetected 8 days ago

Email MarketingCRMSalesBusiness DevelopmentPipeline ManagementOutbound SalesLeadershipCommunicationCollaborationCritical ThinkingAdaptability

About the role

PWA focuses on delivering compelling investment solutions and gold-standard client service to the private wealth market via wirehouses, regional broker-dealers, private banks, registered investment advisors and other intermediaries.
PWA oversees sales and marketing, business development, relationship management and business operations specific to the private wealth channel in North and South America.
They are driven to exceed expectations and are adaptable to changing circumstances. - Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems.

The candidate will work closely with PWA's external sales team to support the distribution of Golub Capital's products.
Partnering with external wholesalers to support business development efforts and drive sales activity across wirehouses, broker-dealers and RIAs
Conducting outbound sales calls, email campaigns and virtual meetings with advisors to generate leads and identify sales opportunities
These behaviors and competencies drive our ability to win together.
Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others.
Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively.
Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.
The team collaborates closely with other departments to develop and execute fundraising and client service initiatives in line with the Firm's objectives.

Bachelor's degree required
2+ years of experience in an internal wholesaler, sales support or business development role within asset management
Experience with wirehouse, broker-dealer and RIA sales channels is required
Experience working within a CRM database
Demonstrated ability to effectively leverage AI tools in day-to-day work, with strong critical thinking to assess accuracy, limitations and appropriate use of AI generated outputs
Ability to multi-task, problem solve and adapt to changing priorities
Ability to work in a team-oriented sales environment where information sharing and collaboration are essential for success
Series 7 and Series 63 required
Developing and maintaining a strong understanding of Golub Capital's product offerings and competitive positioning
Excellent interpersonal, communication and presentation skills
Client-centric approach, dedicated to delivering outstanding client experiences and solutions
Ability to maintain exceptional attention to detail while managing multiple responsibilities in a fast-paced environment
Enthusiastic about working in office and creating a Gold Standard hybrid work culture

It is expected that the base salary range for this position will be $150,000 to $175,000 for a Senior Associate and $125,000 to $150,000 for an Associate.

The Private Wealth Americas ("PWA") Team is a component of the Investor Partners Group ("IPG") that is responsible for the equity and debt fundraising activities of the Firm.
Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

This listing is sourced directly from Firm Overview Golub Capital's careers page and normalized into a canonical job model.