Position Overview Apollo is seeking a highly motivated Associate with excellent business management skills and strong knowledge of alternative investments to join our Strategy team within the Global Wealth Management Solutions ( GWMS ) business. In partnership with members of the Strategy Team, this individual will be responsible for supporting the execution of distribution strategy within the US Independent channel. The Associate will play an important role in expanding Apollo's distribution capabilities across the US Independent client population.
PRIMARY RESPONSIBILITIES: - Assist in the development of channel/client business plans with the goal of supporting sales, driving revenues and spearheading the successful adoption of Apollo's products across the Independent Broker-Dealer and RIA ecosystem
- Partner with members of strategy team to support the design and execution of go-to-market sales distribution strategy, client segmentation and channel vision
- Support sales leadership in execution of product launch plans (i.e., internal and external trainings, sales communication, launch calls, roadshows, conference participation and fund closes)
- Work in partnership with National Accounts analyst/associates to provide oversight and analytics on US Independent key distribution firms
- Possess strong investment acumen and operate as an expert Apollo's product suite and portfolio management capabilities, maintaining a deep knowledge of positioning, holdings, competitive edge and overall investment results across the capital structure
- Assist in the drafting and distribution of leadership, channel and client-related communications
- Provide analysis to inform the development of client tiering and engagement model
- Identify opportunities for process improvements that increase scale and efficiency across the business
- Collaborate with key internal business partners, including External and Internal Sales, Investment Teams, Marketing, Legal and others to effectively deliver the best of Apollo to clients
- Act as a consistent team player who effectively works across Apollo to advance the firm's goals
- Assist with ad hoc projects to support the growth of the business
Qualifications & Experience - Strong understanding of either the institutional or wealth management sales cycle (preferably both)
- Minimum 3-4 years of experience in financial services industry
- Prior experience working with institutional investors, financial advisors or private wealth clients
- Strong organization skills and work ethic
- Ability to communicate effectively both verbally and in written form
- Must work effectively with other groups in the organization and collaborate as necessary
- Skilled in Office suite of applications: Outlook, Word, Excel and PowerPoint
- Working knowledge of CRM, preferably Salesforce
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- Series 7 and 63 licensed
- Demonstrates integrity, high-energy and motivation to succeed
Pay Range $100k - $125k The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.