Partners Group · 1 day ago
Senior Client Solutions Professional
Broomfield, CO
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $140K/yr
1+ years expPartners Group is seeking an Internal Sales Support Professional to work in one of the fastest-growing segments of the wealth management industry. This role will support and drive sales efforts, engaging with private wealth advisors and teams, while offering opportunities for long-term career growth within the company.
FinanceFinancial ServicesVenture Capital
Responsibilities
Work closely with a Client Relationship Manager to successfully develop and execute sales strategies and tactics targeted at the private wealth channel
Proactively develop and implement sales strategies through phone, email, and virtual meeting
Responsible for scheduling virtual and in person 1x1 meetings with financial advisors, and assisting with targeted regional and national advisor-facing events where applicable
Ensure timely follow-up on sales meetings and calls with approved marketing materials, including proactive outreach to prospects and strengthening existing client relationships (limited travel)
Maintain, track, and promptly update client/prospect information and insights, as well as sales meeting details and follow-ups in the CRM system
Adhere to all compliance guidelines, including the creation and use of pre-approved marketing materials
Become a knowledgeable source of information and insights about alternatives products and market
Qualification
Required
Bachelor's degree and strong academic background required
1-3 years of work experience (financial services industry and sales experience preferred)
Demonstrated sales skills, ability to be articulate, flexible, and comfortable in fast-paced environment
Excellent written and verbal communication skills with internal colleagues and external partners
Strong computer skills, including proficiency in Microsoft Office and Excel
Exceptional organization and time management skills
FINRA SIE, Series 7 and 63 licensed or obtained 3 months after joining
Preferred
1-3 years of work experience (financial services industry and sales experience preferred)
Benefits
Professional, international, and high-performing work-environment
Challenging, rewarding career within a growing company
Collaborative environment, with on-the-job training and mentorship opportunities
Competitive benefits and wellness package, including medical, dental and vision coverage
401k (Roth and pre-tax options) with company-match
25 vacation days, and 13 holidays annually
One-month sabbatical after every five years of service
Company paid life and disability insurance
Education assistance program
Lunch stipend
Partners Group compensation has a long-term outlook and philosophy, and our total compensation emphasizes performance based long term incentives.
Company
Partners Group
Partners Group is a private equity firm that offers businesses and assets for the markets sector.
1001-5000 employees
H1B Sponsorship
Partners Group 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 (15)
2024 (8)
2023 (6)
2022 (7)
2021 (1)
2020 (7)
Funding
Current Stage
Public CompanyTotal Funding
$500M2015-03-06Post Ipo Equity· $500M
2006-03-24IPO
Leadership Team
David Layton
Partner, CEO
Vageesh Gupta
Senior Vice President
Recent News
Alternative Credit Investor
2026-01-03
2025-12-29
Alternative Credit Investor
2025-12-17
Company data provided by crunchbase