Internal Wealth Sales - 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:

* 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.

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