Wealth Strategy Associate

Apollo Global Management, Inc.

Base: $130,000-$165,000; bonus: eligible for discr...
Onsite
Wealth management or asset management business understanding
4-6 years financial services industry experience
Strong organization skills and work ethic
The Associate will support the direction of strategy across GWMS and drive commercial execution workstreams across distribution channels

Job Summary

  • The Associate will support the direction of strategy across GWMS and drive commercial execution workstreams across distribution channels.
  • This role requires developing commercial frameworks, models, and playbooks to enable the broader organization to execute with greater consistency and speed.
  • Candidates must possess strong investment acumen and operate as an expert on Apollo's product suite and portfolio management capabilities.

Matching Summary

The Associate will support the direction of strategy across GWMS and drive commercial execution workstreams across distribution channels.

Salary

Base: $130,000-$165,000; Bonus: Eligible for discretionary annual bonus based on performance; Benefits: Not specified

Skills & Requirements

Must-have

  • Wealth management or asset management business understanding
  • 4-6 years financial services industry experience
  • Strong organization skills and work ethic
  • Effective verbal and written communication
  • Proficiency in Office suite applications

Nice-to-have

  • Experience working with financial advisors or private wealth clients
  • Prior Strategy or Financial Planning & Analysis background
  • CRM skills including Salesforce and Tableau
  • AI tooling skills for distribution model evolution
  • Ability to navigate matrixed organizations through influence

Key Requirements

  • Bachelor's degree in Finance, Economics, Business Administration, or related field
  • Series 7 and 63 license required
  • Minimum 4-6 years of experience in financial services industry

Work Rights

Not specified

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