Athene · 3 months ago
Model Solutions, MD
New York, New York
Full-time
Onsite
Senior LevelApollo Management Holdings is seeking a Head of Wealth Client Specialists to manage a team within their Global Wealth Management Solutions business. The role focuses on employee training and development, sales strategy execution, and achieving fundraising goals through effective leadership of the Internal Sales Desk.
FinanceFinancial ServicesInsuranceRetirement
Responsibilities
Provide coaching, leadership and mentorship for a team of Internal Sales Professionals across the firm’s US Independent and Private Bank/Wirehouse Channels
Develop and execute career development and leadership plans, inclusive of but not limited to daily 1:1 mentoring, coaching on time management, objection handling, and active listening skills
Partner with Client Portfolio Managers (CPMs), Product Management and Senior Sales to develop team’s sales skills, product knowledge, data management, territory management and strategy execution. Through direct and indirect training efforts, equip Internal Sales professionals with deep knowledge of the firm’s investment strategies and fund vehicles
Partner with and solicit feedback from External Wholesalers and Regional/Channel leads on an ongoing basis to inform ongoing training/coaching plans
Drive sales strategy consistent with the Regional and National sales goals
Participate in projects focused on leveraging additional value from Salesforce CRM (client/prospect insight, kit leads and pipeline management)
Drive the build of a winning and highly connected team culture that spans multiple channels and office locations
Establish internal desk as critical function to business achieving and exceeding territory/region/channel sales goals
Responsible for recruiting, hiring and onboarding across internal sales desk
Qualification
Required
Bachelor's degree, or foreign equivalent, in Economics, Finance, or related field
Demonstrated track record of motivating high performing sales teams in the financial services industry
Strong interpersonal skills and the ability to manage a diverse team with varying experience
Excellent communication skills, project management skills, and business management reporting experience
Experience in developing subject matter expertise of a sales process - knowledge of alternative industry, fund vehicles and associated support needs for our client segmentation
Passion for talent development and coaching
Excels at problem solving and continuous improvement techniques
Proficient in Microsoft Office suite and Salesforce
Series 7, 63 and 24 licensed (will sponsor)
High degree of self-motivation and professionalism, with a confident, assertive style and tenacity to deliver results
Excellent relationship building and conflict resolution skills
Preferred
Prior experience as an Internal / Hybrid sales associate role preferred
Benefits
Discretionary annual bonus based on personal, team, and Firm performance
Company
Athene
Athene Holding is a life insurance company that provides retirement savings products for individuals and institutions.
Founded in 2009
1001-5000 employees
H1B Sponsorship
Athene has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (17)
2024 (28)
2023 (24)
2022 (22)
2021 (22)
2020 (14)
Funding
Current Stage
Public CompanyTotal Funding
$4.43B2025-06-24Post Ipo Debt· $600M
2025-05-14Post Ipo Debt· $1B
2024-10-07Post Ipo Debt· $600M
Leadership Team
Martin P. Klein
Executive VP & CFO
Mike Downing
Executive Vice President, Chief Operating Officer, Athene Holding Ltd.
Recent News
2026-01-16
The Motley Fool
2025-11-07
Company data provided by crunchbase