Internal Wealth Sales - Analyst/Associate at Jefferies in New York, NY

Summary: Jefferies is a leading global investment banking and capital markets firm. They are seeking a motivated Analyst/Associate to support external sales efforts in the Internal Wealth Sales Team, focusing on Private Credit investment solutions and engaging with financial advisors. 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 Required Qualifications: - Bachelor's degree required; finance, economics, or related field preferred - 1+ year of experience in financial services, preferably in internal wholesaling, sales support, or advisor relations - Strong understanding of Private Credit, alternative investments, and wealth management distribution channels - Excellent communication and presentation skills - FINRA Series 7 and 63 (or ability to obtain within a defined timeframe) - Self-starter with a collaborative mindset and a passion for client engagement - Ability to travel occasionally for team meetings or advisor events - Bachelor's degree from May 2024 or earlier only. Current students are not eligible Required Skills: Private Credit, FINRA Series 7 Important Skills: Financial Services Experience Benefits: Medical, dental & vision coverage, 401(k), Life, accident, and disability insurance, Wellness programs, Paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, Paid parental leave