Internal Wealth Sales - Analyst / Associate

Analyst / Associate

We are seeking a highly motivated and client-focused Analyst / Associate to join our Internal Wealth Sales Team which sits within Jefferies Credit Partners business. This individual will play a key role in supporting external sales efforts by driving engagement with financial advisors and wealth platforms, with a specialized focus on Private Credit investment solutions. The role is based in New York and will cover either the East Coast or West Coast territories.

Key Responsibilities :

• Partner closely with External Wholesalers to develop and execute territory sales strategies focused on Private Credit offerings.
• Proactively engage financial advisors via phone, email, and virtual meetings to educate and promote Private Credit products.
• Build and maintain strong relationships with advisors, RIAs, broker-dealers, and platform partners.
• Deliver product presentations, respond to inquiries, and provide ongoing support to drive sales and deepen advisor relationships.
• Track and analyze territory performance metrics, pipeline activity, and advisor engagement.
• Collaborate with marketing, product, and investment teams to ensure alignment on messaging and positioning.
• Stay current on market trends, competitive landscape, and regulatory developments impacting Private Credit and alternative investments.

Qualifications :

Primary Location Full Time Salary Range of $90,000 - $120,000.