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About the Role
Blackstone Private Wealth is seeking a San Francisco-based Sales Professional to collaborate with field-based Sales team members to cultivate relationships with financial advisors and empower them to utilize Blackstone’s investment offerings. This role is pivotal in driving the adoption of Blackstone’s investment solutions.
Responsibilities
- Develop a deep understanding of Blackstone’s sophisticated strategies across Private Equity, Private Real Estate, Private Credit, and Private Infrastructure.
- Partner with field sales professionals to implement territory strategies and drive sales growth.
- Enhance new and existing relationships with financial advisors through proactive outreach, high-quality interactions, and occasional in-person meetings.
- Gain insights into advisors’ businesses, clients, and challenges to recommend tailored solutions.
- Deliver top-tier support by addressing inquiries and resolving account issues in collaboration with the Investor Services team.
- Leverage CRM tools to track activities, analyze data, and optimize engagement strategies.
Requirements
- Bachelor’s degree required.
- FINRA Series 7 & (63/65 or 66) required.
- 5+ years in financial services.
- Exceptional verbal and written communication abilities.
- Strong interest in capital markets and alternative investments.
- Thrives in a dynamic, entrepreneurial environment with a commitment to excellence.
- Proficient in Microsoft Office (Word, Excel, Outlook) and CRM platforms (e.g., Salesforce).
Skills
- Sales
- Relationship Management
- Financial Advisory
- Investment Solutions
- Private Equity
- Private Real Estate
- Private Credit
- Private Infrastructure
- CRM
- Microsoft Office Suite
Location
- San Francisco
Work Type
- Full-time
Experience Level
- 5+ years
Education Level
- Bachelor's degree
- FINRA Series 7
- FINRA Series 63/65 or 66
Salary/Compensations
- $125,000 - $160,000
Benefits
- Comprehensive health benefits (medical, dental, vision, FSA)
- Paid time off
- Life insurance
- 401(k) plan
- Discretionary bonuses
- Potential eligibility for equity and other incentive compensation
About the Company
- Blackstone is the world’s largest alternative asset manager with over $1.3 trillion in assets under management.
- Blackstone seeks to deliver compelling returns by strengthening the companies in which it invests.
- Blackstone Private Wealth has delivered industry-leading strategies and education to wealth management firms and private banks for over 14 years.
- The company culture prioritizes innovation, collaboration, and excellence.
- Team members are empowered to think creatively, take initiative, and make a lasting impact.
Equal Opportunity
- Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws.
- This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training.
- All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.
- Reasonable accommodation is available for individuals needing assistance to complete their application.