Senior Associate, Internal Consultant jobs in United States
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Apogem Capital · 5 days ago

Senior Associate, Internal Consultant

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$70K/yr - $100K/yr
date3+ years exp

Apogem Capital is part of New York Life’s Wealth Management Solutions department, which provides comprehensive investment advisory services. The Senior Associate, Internal Consultant will assist advisers with prospect development, strengthen relationships, and drive sales of wealth management platforms.

Financial Services

Responsibilities

Assist inbound callers with prospect development requests (proposals, positioning, etc.)
Make proactive sales calls daily with advisers to strengthen relationships and find opportunities
Generate proposals and coach advisers on how to present to prospective clients
Educate Advisers on the various programs and money managers available on the platform
Conduct webinars and/or other presentations on content ranging from skills to product education and proposal creation
Drive Home Office campaigns (call Advisers to educate them on new offerings and help identify sales opportunities in their existing books of business)
Develop and maintain relationships with Advisers in their territory
Manage activity via our contact management system
Drive sales of the wealth management managed money platforms
Facilitate the transition of inbound callers to service, large case specialists, practice management specialists, or the portfolios specialist based on client and adviser need

Qualification

Financial services experienceCapital marketsSeries 7 certificationSeries 66 certificationBachelor's degreeMultitaskingAttention to detail

Required

Bachelor's degree preferred
3+ years of financial services experience
Proven ability to pay attention to detail and multitask
Knowledge of capital markets
Series 7 & 66 are required (63 & 65 are preferred but can be acquired after hire)
This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting

Benefits

Leave programs
Adoption assistance
Student loan repayment programs

Company

Apogem Capital

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Apogem Capital is an alternatives investor, with decades of experience investing in the middle market.
dateFounded in 2022
location
New York, New York, USA
people-size201-500 employees
web-link
https://apogemcapital.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Josh Niedner
Chief Executive Officer
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Recent News

Pulse 2.0
Heartwood Partners: $245 Million Continuation Vehicle Closed For The Amlon Group
2025-11-27
AltAssets Private Equity News
Apogem Capital leads $245m continuation fund for Heartwood Capital’s The Amlon Group
2025-11-26
PR Newswire
Heartwood Partners Closes Oversubscribed Continuation Vehicle for The Amlon Group
2025-11-24
Company data provided by crunchbase