Global Wealth Solutions Internal Sales Analyst/ Associate
CFA Institute, New York, NY, United States
COMPANY OVERVIEW
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 sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.
TEAM OVERVIEW The Global Client Solutions group ("KCS") is KKR’s dedicated investor solutions team. KCS was first formed in 2009 to invest in and focus on KKR’s relationships with current and potential investors. KKR’s Global Wealth Solutions team is part of KCS that is specifically focused on the firm’s wealth distribution strategy and goals.
POSITION SUMMARY The Global Wealth Solutions ("GWS") team seeks to recruit an experienced Internal Sales Analyst/Associate to work in partnership with the External Relationship Managers that cover financial advisors at private wealth management firms in their respective territories. The ideal candidate will bring a team‑orientated work ethic, knowledge of alternative asset classes across private and registered fund structures, a strong inclination for a sales‑oriented career path, and an ability to represent the KKR brand with institutional quality in the marketplace. This individual will provide sales support for the Relationship Manager across all aspects of the business in order to drive sales and effectively service client relationships. Additionally, this role will work with the distribution and product development team members of the GWS business, as well as the product and investment teams of each of the relevant businesses at KKR.
RESPONSIBILITIES
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
Assist in territory management in an efficient and impactful manner, including ongoing management of sales pipeline and utilizing data/analytics to facilitate target marketing
Conduct follow‑up activities with prospective and existing advisors/clients
Maintain constant and open communication with Relationship Managers to ensure maintenance of daily activities and meeting/call notes in CRM
Understand and effectively communicate complex alternative investment capabilities across private and registered investment vehicles to existing and prospective clients in a clear and simple fashion, in both verbal and written form
Maintain a strong understanding of the competitive landscape across investment strategies, private and registered investment structures, and relevant private wealth platforms
Coordinate internally, with field management, and with sales resources at the private wealth platforms to organize roadshows
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
QUALIFICATIONS
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 asset classes in both private and registered structures (interval funds, BDCs, REITs)
Superior communication and presentation skills coupled with the requisite level of gravitas to effectively position KKR and its capabilities to investors
Strong organizational skills: ability to prioritize targets and handle a busy calendar of client meetings
Sufficient comprehension of the marketing and operational elements of private wealth firms
Effective relationship management and interpersonal skills
Team player that can collaborate across sales, product, and other functional areas of the firm
High level of accountability and drive; self‑motivated with the ability to work autonomously
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
Base Salary Range $130,000–$165,000 USD
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
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TEAM OVERVIEW The Global Client Solutions group ("KCS") is KKR’s dedicated investor solutions team. KCS was first formed in 2009 to invest in and focus on KKR’s relationships with current and potential investors. KKR’s Global Wealth Solutions team is part of KCS that is specifically focused on the firm’s wealth distribution strategy and goals.
POSITION SUMMARY The Global Wealth Solutions ("GWS") team seeks to recruit an experienced Internal Sales Analyst/Associate to work in partnership with the External Relationship Managers that cover financial advisors at private wealth management firms in their respective territories. The ideal candidate will bring a team‑orientated work ethic, knowledge of alternative asset classes across private and registered fund structures, a strong inclination for a sales‑oriented career path, and an ability to represent the KKR brand with institutional quality in the marketplace. This individual will provide sales support for the Relationship Manager across all aspects of the business in order to drive sales and effectively service client relationships. Additionally, this role will work with the distribution and product development team members of the GWS business, as well as the product and investment teams of each of the relevant businesses at KKR.
RESPONSIBILITIES
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
Assist in territory management in an efficient and impactful manner, including ongoing management of sales pipeline and utilizing data/analytics to facilitate target marketing
Conduct follow‑up activities with prospective and existing advisors/clients
Maintain constant and open communication with Relationship Managers to ensure maintenance of daily activities and meeting/call notes in CRM
Understand and effectively communicate complex alternative investment capabilities across private and registered investment vehicles to existing and prospective clients in a clear and simple fashion, in both verbal and written form
Maintain a strong understanding of the competitive landscape across investment strategies, private and registered investment structures, and relevant private wealth platforms
Coordinate internally, with field management, and with sales resources at the private wealth platforms to organize roadshows
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
QUALIFICATIONS
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 asset classes in both private and registered structures (interval funds, BDCs, REITs)
Superior communication and presentation skills coupled with the requisite level of gravitas to effectively position KKR and its capabilities to investors
Strong organizational skills: ability to prioritize targets and handle a busy calendar of client meetings
Sufficient comprehension of the marketing and operational elements of private wealth firms
Effective relationship management and interpersonal skills
Team player that can collaborate across sales, product, and other functional areas of the firm
High level of accountability and drive; self‑motivated with the ability to work autonomously
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
Base Salary Range $130,000–$165,000 USD
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
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