Internal Sales Analyst/Associate - Independent Wealth Group (IWG) West

Position Overview

Apollo is seeking an Internal Sales Professional to support the IWG channel within Global Wealth Management Solutions. GWMS is a vertically integrated sales channel within Apollo’s broader Client & Product Solutions (CPS) ecosystem, designed to provide individuals and their advisors with a growing range of wealth management solutions beyond the public markets. The Internal Sales Professional will work closely with external sales partners to drive marketing and fundraising outcomes within their assigned region/territory.

Role encompasses a spectrum of responsibilities including

• Supports field sales professionals in assigned regions/territories throughout the fundraising and prospecting process.
• Develops a strong knowledge of the private wealth landscape and client/prospect base within assigned regions/territories.
• Uses Salesforce to obtain meeting details and organize relevant information, including company research, relevant news, portfolio information, and competitive analysis. Prepares ad hoc reports as needed for Regional Leadership and individual members of the sales team.
• Contributes to regional fundraising goals by managing, enhancing, and developing new client relationships.
• Sends detailed meeting follow-up emails, including relevant customized data and research, to clients and prospects.
• Assists in the coordination and organization of group events.
• Delivers actionable and timely investment insights via phone, Zoom, and email.
• Assists in tiering organizations based on level of interest and priority.
• Supports updates to relevant opportunities in CRM to ensure the sales pipeline remains accurate.
• Helps investment research teams understand the role Apollo's suite of wealth management products plays in overall portfolios.
• Leads meetings with advisors with support from CPMs and senior sales professionals. Over time, demonstrates the ability to help drive the sales process from sourcing through closing.
• Builds close partnerships with key cross-functional teams (e.g., CPMs, Marketing, COO) to drive the business forward.
• Stays up to date on the performance and positioning of Apollo strategies and succinctly delivers these updates to investment research teams.
• Facilitates informational requests from clients, prospects, and consultants, and identifies sensitivities and potential issues.
• Demonstrates respect for the role and team opportunity; displays exceptional professionalism, conduct, and work ethic. Consistently goes above and beyond and works outside of their core responsibilities when needed.
• Acts with a high degree of integrity and professionalism; accepts feedback and learns from mistakes.

Qualifications & Experience

• Bachelor’s degree required
• Prior knowledge/work experience in alternative investments preferred
• Discretion and ability to handle confidential, sensitive information
• 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
• 2-6 years experience in financial services industry (relevant industry experience will be evaluated when determining level)
• Prior experience working with bank platforms, RIAs or private wealth clients is strongly preferred
• Capable of thinking ahead, identifying potential issues/conflicts/items requiring follow up and proactively communicating them to the team
• Advanced knowledge of Microsoft Office applications/functions required including Word, Excel and PowerPoint

Pay Range

$120k- $160k Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.

The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.

The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.

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.