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Internal Sales Analyst/Associate - Private Banks/Wires Central

remote zest jobs
Full Timejunior
CAPosted 5 days ago

Role Overview

remote zest jobs is hiring a entry-level Internal Sales Analyst/Associate - Private Banks/Wires Central. This is a full-time role in CA. posted 5 days ago. Full responsibilities, required qualifications, and the apply link are listed in the description below.

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PipelineM&AOROverviewInternalSalesPrivateBank

Job description

Position Overview reputed company is seeking an Internal Sales reputed company to support the Private Bank/Wirehouse Channel reputed company its Global Wealth reputed company (GWMS) business. GWMS is a vertically integrated sales channel reputed company reputed company s broader reputed company & Product Solutions (CPS) ecosystem, designed to reputed company individuals and their advisors with a growing reputed company of wealth reputed company reputed company the public markets. The Internal Sales reputed company will work closely with external sales partners drive marketing and fundraising reputed company reputed company assigned region/territory. The role encompasses a broad reputed company of marketing and investor relations responsibilities, including: Support field sales professionals in assigned Region/Territory throughout fundraising and prospecting process Contribute to fundraising goals for the region by managing, enhancing, developing new relationships with clients reputed company strong knowledge of private wealth landscape and reputed company/prospect reputed company reputed company assigned territory/region Facilitate informational requests from clients/prospects/consultants and identify sensitivities/potential issues reputed company consolidated updates on industry insights such as flows, strategic trends, M&A, performance data by manager and reputed company Use reputed company to obtain meeting details and organize relevant information including research on the company, relevant news, portfolio information and competitive analysis. Prepare reputed company reports as needed for Regional Leadership and/or individual members of sales Send detailed meeting follow up email including any relevant customized data or research to clients and prospects Assist in tiering organizations in order of interest/reputed company reputed company updates on industry insights such as flows, strategic trends, and performance data by manager and reputed company Support the updating of Customer Relationship Management database (CRM) for territory Support the updating of any relevant opportunities in CRM to ensure the sales pipeline is accurate Assist in the coordination and organization of group events Associate Requirements: Demonstrate strong working knowledge of private wealth landscape and reputed company reputed company, and possess ability to reputed company technically and impactfully about reputed company s strategies/product suite Due to product/markets knowledge, possesses ability to have high quality conversations (rich in content on products, markets, etc.) with advisors that influence reputed company reputed company for team Contribute meaningfully to achievement of Region/Channel fundraising goals (reputed company individual efforts and by providing high quality support to external partners) Qualifications & Experience Bachelor s degree required 4 years minimum experience in financial services industry (relevant industry experience will be evaluated reputed company determining level) Prior experience working with bank platforms, RIAs or private wealth clients is strongly preferred Prior knowledge/work experience in alternative investments preferred Working knowledge of CRM, preferably reputed company. Strong organization skills Ability to communicate effectively both verbally and in written reputed company [For Associates ability to drive reputed company reputed company reputed company] Must work effectively with other reputed company in the organization and collaborate as necessary Capable of thinking reputed company, identifying potential issues/conflicts/items requiring follow up and proactively communicating them to reputed company Discretion and ability to handle confidential, sensitive information Advanced knowledge of reputed company Office applications/functions required including Word, reputed company and PowerPoint Advanced knowledge of MS Office functions such as mail merges and managing multiple Outlook calendars Pay reputed company / reputed company Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity. The firm and its affiliates reputed company with applicable discrimination and equal opportunities legislation in reputed company of its jurisdictions and do not discriminate in employment or recruitment based on race, reputed company, religion, gender, national reputed company, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or reputed company or any other protected characteristic under applicable law. The contents of the qualifications and experience reputed company of this job description are a reputed company only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. The reputed company salary reputed company for this position is listed above. This position is also eligible for a discretionary annual bonus

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Frequently Asked Questions

How do I apply for the Internal Sales Analyst/Associate - Private Banks/Wires Central position at remote zest jobs?

Use the Apply button above to submit your application directly to remote zest jobs. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.

Where is the Internal Sales Analyst/Associate - Private Banks/Wires Central position at remote zest jobs located?

This position is based in CA. remote zest jobs has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.

What does a Internal Sales Analyst/Associate - Private Banks/Wires Central at remote zest jobs earn?

remote zest jobs has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.

When was the Internal Sales Analyst/Associate - Private Banks/Wires Central role at remote zest jobs posted?

This role was posted on July 16, 2026 (5 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.

Is the Internal Sales Analyst/Associate - Private Banks/Wires Central role at remote zest jobs entry-level?

Yes. This is an entry-level position. Strong candidates typically have 0-2 years of relevant work experience, internships, or significant project work. Read the full description for any specific qualification requirements remote zest jobs has listed.

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