KKR · 5 months ago
Global Wealth Solutions Internal Sales Associate
Toronto, or New York
Full-time
Onsite
Entry, Mid Level
$140K/yr - $165K/yr
2+ years expKKR is a leading global investment firm focused on alternative asset management and capital markets solutions. They are seeking an experienced Internal Sales Associate for their Global Wealth Solutions team to support Relationship Managers in building and maintaining relationships with financial advisors, driving sales and AUM growth across private and registered funds.
AdviceAsset ManagementFinancial ServicesReal EstateVenture Capital
Responsibilities
Work in partnership and in support of External and Hybrid Relationship Managers to develop and maintain relationships with financial advisors at leading wealth management firms in their respective territories in order to drive sales and AUM growth across private and registered funds
Provide sales support and service by being proactive with outbound phone calls to both existing and prospective KKR allocators to drive sales and secure meetings for external partner
Assist in territory management in an efficient and impactful manner, including ongoing management of sales pipeline and utilizing data/analytics to facilitate target marketing
Conduct follow-up activities with prospective and existing advisors/clients
Maintain constant and open communication with Relationship Managers to ensure maintenance of daily activities and meeting/call notes in CRM
Understand and effectively communicate complex alternative investment capabilities across private and registered investment vehicles to existing and prospective clients in a clear and simple fashion, in both verbal and written form
Maintain a strong understanding of the competitive landscape across investment strategies, private and registered investment structures, and relevant private wealth platforms
Coordinate internally, with field management, and with sales resources at the private wealth platforms to organize roadshows
Generate and maintain continuous touchpoints by email and phone with financial advisors to build rapport, trust, and connectivity; assist with client service inquiries and requests, including leading product update calls
Qualification
Required
2+ years of sales experience with financial advisors at leading wealth management firms
Knowledge/ experience in international Wealth Management, specifically LatAm and Canada
Understanding of financial markets and investment strategies, including a depth of expertise across alternative assets classes in both private and registered structures (interval funds, BDCs, REITs)
Superior communication and presentation skills coupled with the requisite level of gravitas to effectively position KKR and its capabilities to investors
Strong organizational skills: ability to prioritize targets and handle a busy calendar of client meetings
Sufficient comprehension of the marketing and operational elements of private wealth firms
Effective relationship management and interpersonal skills
Team player that can collaborate across sales, product, and other functional areas of the firm
High level of accountability and drive; self-motivated with the ability to work autonomously
Desired long term career path as an externally focused sales relationship manager
Proficiency in CRM systems (Salesforce) and Microsoft Office Suite
Excellent academic credentials including an undergraduate degree from a top tier institution; progress toward CFA and/or CAIA preferred
Series 7 and 63 or 66 required within 3 months of your start date
Preferred
Fluency in French is a plus
Benefits
Discretionary bonus
Company
KKR
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$4.28B2025-08-04Post Ipo Debt· $900M
2025-05-20Post Ipo Debt· $550M
2025-03-04Post Ipo Equity· $2.25B
Leadership Team
Hirofumi Hirano (平野 博文)
Member & Chief Executive Officer of KKR Japan
Scott Nuttall
Co-Chief Executive Officer
Recent News
Crunchbase News
2026-01-22
2026-01-13
Morningstar.com
2026-01-10
Company data provided by crunchbase