Internal Sales Consultant – West Coast Region

About the role

The Internal Sales Consultant will support our client’s private markets sales across the West Coast, partnering with wealth advisors and financial institutions to grow assets under management and expand market presence.

Key responsibilities

• Partner with Regional Directors to build relationships in the private‑wealth channel and drive sales growth.
• Support territory planning, pipeline management and use data analytics to identify prospects.
• Conduct market and competitor research, develop deep product knowledge and present investment solutions.
• Maintain accurate client interaction records in CRM systems and lead update calls.

Required profile

• 3+ years of sales experience in private markets or alternatives with a proven track record of raising assets.
• Bachelor’s degree in Finance, Economics or related field.
• FINRA Series 7, 63, 65 or 66 certification required; CAIA, CFA or CIMA preferred.

Required skills

• Strong understanding of private‑market products such as interval funds, BDCs and REITs.
• Excellent written and verbal communication for client engagement.
• Organizational and time‑management abilities to handle a busy client schedule.