Private Wealth Solutions - Internal Sales, Associate at Blackstone

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Private Equity, Wealth ManagementIndustries

Requirements

Bachelor’s degree required
FINRA Series 7 & (63/65 or 66) required
5-7 years work experience within the financial services industry required (asset management, wealth management or alternatives experience preferred)
Exceptional verbal and written communication skills
Demonstrated passion for capital markets and alternative investments
Ability to perform at a high-level within a dynamic environment, and entrepreneurial culture with a focus on excellence
Proficient in Microsoft Office including Word, Excel and Outlook
Experience with web-based CRM technology (eg SalesForce)

Responsibilities

Partner with External Sales Specialists to drive sales within assigned territory(s)
Cultivate relationships with financial advisors through high-quality interactions including proactive and reactive calls, emails and follow-ups as well as limited in-person territory meetings
Maintain a high-level of client service by answering inbound inquiries and working with the operations team to resolve specific account issues
Demonstrated ability to understand and articulate Blackstone’s sophisticated products (fund objectives, terms, exposures, manager strategy, positioning, performance attribution, etc)
Take a consultative approach in profiling financial advisors in order to understand their business, clients and investment challenges to better match Blackstone solutions to their needs
Work with External Sales specialists to establish and execute on territory plan(s) and utilize data to optimize engagement with financial advisors
Utilize the CRM system to log all client/prospect related activity on a daily basis

Skills

Key technologies and capabilities for this role

Internal SalesRelationship ManagementFinancial AdvisorsAlternative InvestmentsPrivate EquityReal EstateCredit InvestmentsInfrastructureWealth Management

Questions & Answers

Common questions about this position

What is the salary for this Internal Sales Associate position?

This information is not specified in the job description.

Is this a remote position, or is there a required location?

This information is not specified in the job description.

What qualifications and experience are required for this role?

A Bachelor’s degree is required, along with FINRA Series 7 and (63/65 or 66) licenses, and 5-7 years of work experience within the financial services industry.

What does Blackstone’s Private Wealth Solutions team do?

The team packages and delivers Blackstone’s alternative product capability to private banks, wealth management firms, and family offices, while providing ongoing product support, education, and training around alternatives.

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

Candidates should have 5-7 years of financial services experience, hold required FINRA licenses, and demonstrate the ability to understand and articulate sophisticated alternative investment products while cultivating relationships with financial advisors.

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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