• Global Wealth Sales Analyst

    Athene (Conshohocken, PA)


    We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations.

    Purpose:

    The Analyst is a key team member in the day-to-day operations. The successful candidate should have an interest in learning the tax-advantaged business at Apollo, more specifically, the pipeline aspects to ensure business critical deadlines and follow-ups are met. Given the entrepreneurial culture of the firm, the individual must be prepared to “roll up their sleeves” across a variety of tasks. This role will require support for a 6-person sales team, as well as various senior members of the team.

    Accountabilities:

    + Proactively manage Salesforce (CRM) Projects

    + Take a lead role in ensuring new opportunities and meeting notes are entered and tracked in Salesforce in a timely manner

    + Create sales campaigns in Salesforce alongside marketing for proactive and regular outreach

    + Schedule and organize meetings, conferences and off-sites including managing all related logistics/marketing materials – pro-actively address conflicts and exercise strong judgment based on priorities, seeking guidance as needed

    + Screen a large volume of incoming calls and emails, and greet guests in a professional and courteous manner

    + Prepare and edit relevant materials for team, including Word Documents, and Excel Spreadsheets

    + Manage work priorities independently and respond to business outside of normal business hours as needed

    Qualifications and Experience:

    + Bachelor’s Degree or five or more years of administrative assistance experience or training, or equivalent combination of education and experience

    + Ability to thrive in an entrepreneurial and rigorous work environment; demonstrated ability to prioritize competing demands and meet deadlines

    + Strong initiative and ownership of responsibilities – Must demonstrate a proactive, positive attitude towards given tasks, plan ahead for potential issues and take appropriate action

    + Exemplary interpersonal skills necessary to handle sensitive and confidential situations. Role continually requires demonstrated poise, tact and diplomacy

    + Superb written and verbal communication skills. Strong attention to detail when composing and proofing materials required

    + Team-oriented and collaborative attitude is a must

    + Extensive knowledge of Microsoft Outlook, Salesforce and proficient in Excel, Word and PowerPoint

    + Experience in the finance industry is preferred but not required

     

    Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene (https://www.athene.com/careers) .

     

    Athene is a Military Friendly Employer! Learn more about how we support our Veterans (https://www.athene.com/our-veterans) .

     

    Athene is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.