Careers at KKR

Global Wealth Solutions Internal Sales Analyst/ Associate

New York

Sponsorship not specified$130k-$165kDetected 15 days ago

SalesforceCRMSalesPipeline ManagementOutbound SalesCommunicationOrganizational SkillsMicrosoft Office

About the role

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.
KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities.
KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group.

Work in partnership and in support of External Relationship Managers to develop and maintain relationships with financial advisors at leading wealth management firms in their respective territories in order to drive sales and AUM growth across private and registered funds
Provide sales support and service by being proactive with outbound phone calls to both existing and prospective KKR allocators to drive sales and secure meetings for external partner
Maintain constant and open communication with Relationship Managers to ensure maintenance of daily activities and meeting/call notes in CRM
Generate and maintain continuous touchpoints by email and phone with financial advisors to build rapport, trust, and connectivity
Generate and maintain continuous touchpoints by email and phone with financial advisors to build rapport, trust, and connectivity; assist with client service inquiries and requests, including leading product update calls

2+ years of sales experience with financial advisors at leading wealth management firms
Knowledge/ experience in international Wealth Management
Understanding of financial markets and investment strategies, including a depth of expertise across alternative assets classes in both private and registered structures (interval funds, BDCs, REITs)
Strong organizational skills: ability to prioritize targets and handle a busy calendar of client meetings
self-motivated with the ability to work autonomously
Maintain a strong understanding of the competitive landscape across investment strategies, private and registered investment structures, and relevant private wealth platforms
Superior communication and presentation skills coupled with the requisite level of gravitas to effectively position KKR and its capabilities to investors

Excellent academic credentials including an undergraduate degree from a top tier institution
progress toward CFA and/or CAIA preferred

Sufficient comprehension of the marketing and operational elements of private wealth firms
Effective relationship management and interpersonal skills
Desired long term career path as an externally focused sales relationship manager
Proficiency in CRM systems (Salesforce) and Microsoft Office Suite
Excellent academic credentials including an undergraduate degree from a top tier institution; progress toward CFA and/or CAIA preferred
Series 7 and 63 or 66 required within 3 months of your start date
ability to prioritize targets and handle a busy calendar of client meetings
This is the expected annual base salary range for this New York-based position.
Base Salary Range
$130,000 - $165,000 USD
KKR is an equal opportunity employer.
KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws.

You can request reasonable accommodations by sending an email to Benefits@kkr.com.

Individuals seeking an accommodation for the application or interview process should email Benefits@kkr.com.

This listing is sourced directly from Careers at KKR's careers page and normalized into a canonical job model.