Iwg Central - Branch Consultant

apollocannabis.ca

$150k - $200k; discretionary annual bonus; not spe...
Not specified
Salesforce crm experience
Financial services industry experience
Private wealth landscape knowledge
Apollo Global Management is seeking a Branch Consultant to support sales and client relationship management in the financial services sector. The ideal candidate will possess a strong background in private wealth management, experience with CRM tools like Salesforce, and excellent communication skills

Job Summary

  • The role encompasses a broad spectrum of marketing and investor relations responsibilities, including supporting field sales professionals and contributing to fundraising goals.
  • Develop strong knowledge of the private wealth landscape and client/prospect base within the assigned territory/region.
  • The position is eligible for a discretionary annual bonus based on personal, team, and Firm performance.

Matching Summary

Match Score: 85

Apollo Global Management is seeking a Branch Consultant to support sales and client relationship management in the financial services sector. The ideal candidate will possess a strong background in private wealth management, experience with CRM tools like Salesforce, and excellent communication skills.

Salary

$150k - $200k; Discretionary annual bonus; Not specified

Skills & Requirements

Must-have

  • Salesforce CRM experience
  • Financial services industry experience
  • Private wealth landscape knowledge
  • Investor relations responsibilities
  • Client relationship management
  • Microsoft Office advanced functions

Nice-to-have

  • Proactive issue identification
  • Collaborative team player
  • Handling confidential information
  • Driving tangible commercial outcomes

Key Requirements

  • Bachelor's degree required
  • 4-6 years' minimum experience
  • Prior bank platforms/RIAs/private wealth clients experience preferred
  • Prior alternative investments experience preferred
  • SIE, Series 7 & 63 required

Work Rights

Not specified

Tailored Resume

Cover Letter