Internal Sales Associate, Private Wealth Solutions

About Fortress

Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $49 billion of assets under management as of December 31, 2024. Founded in 1998, Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and real estate, private equity, and permanent capital investment strategies.

About the Position

The New York office has an opening for a Sales Associate in the Client & Product Solutions Group for an internal sales team member focused on private wealth distribution. The Associate will support a regional sales director and manage various aspects of the internal sales function for current and prospective investors across wirehouse, regional/independent broker dealer and RIA relationships. This position offers significant growth and career advancement opportunities.

The Private Wealth Solutions Sales Associate will

•         Support senior sales team members in their respective territories: scheduling meetings, coordinating roadshows, facilitate meeting follow up deliverables/investor due diligence requests, updating sales pipelines, CRM management etc.

•         Make proactive sales calls to existing and prospective investors to strengthen the firm’s relationships and build brand awareness within private wealth channels

•         Source new leads and relationships from various public and private outlets

•         Field inbound operational, product and client service-related inquiries

•         Collaborate with other business functions across the Fortress Credit platform on ad hoc projects and initiatives

•         Monitor and summarize market/industry developments and the competitive landscape

The ideal candidate will have:

•         Bachelor’s degree with a strong academic record

•         At least 2-3 years of financial services sales experience

•         Broad understanding of capital markets and alternative investments (credit/real estate a strong plus)

•         Prior work experience in Private Wealth Management

•         Advanced proficiency in Microsoft Office: PowerPoint, Excel and Word

•         Experience working with a CRM database (e.g., Salesforce)

•         Excellent verbal and written communication skills and strong interpersonal skills

•         Ability to effectively manage multiple priorities

•         Self-motivation with the ability to work independently and as a team player

•         Excellent organizational skills

•         Meticulous attention to detail

•         Strong work ethic and desire to excel in a dynamic and fast-paced work environment

•         Series 7 & 63 preferred