Internal Sales Analyst, Global Wealth

Job Details

Job Name: Internal Sales Analyst, Global Wealth

Location: New York

Line of Business: Investor Relations

Job Function: Investor Relations

Date: Thursday, May 7, 2026

Position Summary

The Internal Sales Analyst’s role is to provide sales support for an assigned geographic territory while assisting the External Regional Specialist and the Senior Internal Analyst in client service-related activities. They will gain an understanding of the region, assist in prospecting efforts to develop relationships, and actively solicit new investment product sales through telephone outreach to Financial Advisors at wire houses (UBS, Merrill Lynch, Morgan Stanley, Wells Fargo) or other assigned distribution networks. The position will aid the External Regional Specialist in pursuit of territory sales goals through sharing sales ideas, providing product information, gathering marketing data, and offering general sales support. Additionally, the role will actively maintain existing sales relationships by providing fund updates, qualify and schedule meetings with new prospects and, on occasion, participate in calls/meetings with end clients. The Internal Sales Analyst will participate in weekly team meetings and be expected to share sales and service-related experiences and best practices with other members of the Carlyle Private Wealth internal sales team. They will work with their regional team to help streamline efficiencies and work on ad-hoc projects. The Internal Sales Analyst is an integral part of the success of the territory and this role provides the opportunity to gain broad and varied experience and career advancement.

Primary Responsibilities

• Make proactive outbound sales calls to financial advisors in the geographic territory to identify prospects and schedule quality meetings for the External Regional Specialist and the Senior Internal Analyst with producing or potentially producing financial advisors. Develop relationships, uncover opportunities, and initiate the sales process.
• Follow up with incoming leads as well as answer incoming phone calls and email inquiries generated by External Regional Specialist and Senior Internal Analyst activity; conduct marketing and/or email campaigns.
• Serve as the first line of defense for all client service-related issues, working closely with Legal, Compliance, Accounting/Tax, and product specialists and fund management professionals to resolve client service items for Carlyle Private Wealth clients.
• Work closely with team members to develop and execute an appropriate business plan to maximize territory sales.
• Assist with administrative duties as necessary, including organizing and maintaining spreadsheets and entering activity into DealCloud CRM.

Requirements

Education, Licensing & Certificates

• College degree required.
• Minimum GPA 3.30.
• FINRA Series 7 and 63 required (or must be obtained within 90 days).

Professional Experience

• 1-2 years of prior sales/marketing experience preferred. Knowledge of financial services, particularly alternative investments, a plus.
• Ability to work in a challenging and collaborative environment.
• Strong desire to compete and win.
• Excellent oral and written communication skills.
• Excellent interpersonal and customer service skills.
• Proven ability to pay attention to detail and multi-task.
• Strong relationship-building skills.
• Detail-oriented, well-organized self-starter with high energy and creativity.

Competencies & Attributes

• Proficiency with Microsoft Office, especially Word, Excel, and PowerPoint.

Benefits & Compensation

The compensation range for this role is specific to New York City and reflects a range of factors including skill sets, prior experience and training, licenses and/or certifications. The anticipated base salary range for this role is $105,000. In addition to the base salary, the position includes a comprehensive benefits package covering retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits, and wellness programs. The role may be eligible to participate in an annual discretionary incentive program, dependent on individual and organizational performance. Due to the high volume of candidates, only those selected to interview will be contacted.

About The Carlyle Group

The Carlyle Group (NASDAQ: CG) is a global investment firm with $477 billion of assets under management across 678 investment vehicles as of December 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,500 professionals in 27 offices across North America, Europe, the Middle East, Asia, and Australia. Carlyle’s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors, spanning public and private pension funds, wealthy individuals and families, sovereign wealth funds, unions, and corporations. Carlyle invests across three segments—Global Private Equity, Global Credit, and Carlyle AlpInvest—leveraging deep expertise across industries, markets, and geographies. We believe a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that we focus on assembling leadership teams with the strongest insights from diverse perspectives. We emphasize development, retention, and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise to drive enduring value.