Blackstone Private Wealth - Internal Sales, Associate (San Francisco) at Blackstone

San Francisco, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Alternative Investments, Asset Management, Private WealthIndustries

Requirements

Bachelor’s degree required
FINRA Series 7 & (63/65 or 66) required
5+ years in financial services
Exceptional verbal and written communication abilities
Strong interest in capital markets and alternative investments
Thrives in a dynamic, entrepreneurial environment with a commitment to excellence
Proficient in Microsoft Office (Word, Excel, Outlook) and CRM platforms (e.g., Salesforce)

Responsibilities

Develop a deep understanding of Blackstone’s sophisticated strategies across Private Equity, Private Real Estate, Private Credit, and Private Infrastructure
Partner with field sales professionals to implement territory strategies and drive sales growth
Enhance new and existing relationships with financial advisors through proactive outreach, high-quality interactions, and occasional in-person meetings
Gain insights into advisors’ businesses, clients, and challenges to recommend tailored solutions that address their specific needs
Deliver top-tier support by addressing inquiries and resolving account issues in collaboration with our Investor Services team
Leverage CRM tools to track activities, analyze data, and optimize engagement strategies

Skills

Key technologies and capabilities for this role

Private EquityPrivate Real EstatePrivate CreditPrivate InfrastructureSalesRelationship ManagementFinancial AdvisorsClient OutreachTerritory Strategy

Questions & Answers

Common questions about this position

Is this position remote or office-based?

This is a San Francisco-based position, indicating an office requirement in San Francisco.

What are the key qualifications for this role?

Candidates need a Bachelor’s degree, FINRA Series 7 & (63/65 or 66), 5+ years in financial services, exceptional communication skills, proficiency in Microsoft Office and CRM platforms like Salesforce, and a strong interest in capital markets and alternative investments.

What is the salary or compensation for this position?

This information is not specified in the job description.

What is the company culture like at Blackstone?

Blackstone prioritizes innovation, collaboration, and excellence, empowering team members to think creatively, take initiative, and thrive in a dynamic, entrepreneurial environment.

What makes a strong candidate for this Internal Sales Associate role?

Strong candidates will have 5+ years in financial services, required FINRA licenses, excellent communication skills, proficiency in CRM tools like Salesforce, and a passion for alternative investments, along with the ability to thrive in an entrepreneurial environment.

Blackstone

Global alternative asset management firm

About Blackstone

Blackstone is a leader in alternative asset management, focusing on private equity, real estate, and credit investments. The firm manages over $1.1 trillion in assets and partners with financial advisors to provide access to private markets, aiming to create strong businesses that deliver lasting value. Its main products, BREIT and BCRED, cater to income-focused investors, while the On-Demand Continuing Education Program helps educate investors on private market topics. Blackstone's goal is to identify economic trends and invest in industry-leading businesses to generate strong returns.

New York City, New YorkHeadquarters

1985Year Founded

$18,081.8MTotal Funding

UNKNOWNCompany Stage

Financial Services, Real Estate, EducationIndustries

5,001-10,000Employees

Risks

Increased competition in AI may lead to overvaluation and market saturation.

Potential regulatory scrutiny due to significant investments in diverse sectors.

Economic instability in Europe could impact returns from European investments.

Differentiation

Blackstone is a global leader in alternative asset management with $1.1 trillion AUM.

The firm specializes in private equity, real estate, and credit investments.

Blackstone partners with financial advisors to provide access to private markets.

Upsides

Blackstone's $300M investment in DDN shows a strategic pivot towards AI-driven growth sectors.

The €250M investment in Sia Partners expands Blackstone's footprint in AI consulting services.

Partnership with Jersey Mike’s indicates investment in established consumer brands with growth potential.

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