Internal Sales Associate, Global Wealth

The Carlyle Group (NASDAQ: CG) is a global investment firm with $485 billion of assets under management, across 678 investment vehicles as of June 30, 2026. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,500 professionals operating in 28 offices in North America, Europe, the Middle East, Asia and Australia.

Carlyle’s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments – Global Private Equity, Global Credit and Carlyle Alp Invest – and has deep expertise across industries, markets, and geographies.

At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs).

We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.

The Internal Sales Associate’s role is to provide sales support for an assigned geographic territory while assisting the External Regional Specialist and the Internal Analyst in client service-related activities. They will gain an understanding of the region, assist in prospecting efforts to develop relationships, and actively solicit new investment product sales through telephone outreach to Financial Advisors at Independent Broker Dealers or other assigned distribution networks.

The position will aid the External Regional Specialist in pursuit of territory sales goals through sharing sales ideas, providing product information, gathering marketing data, and offering general sales support. Additionally, the role will actively maintain existing sales relationships by providing fund updates, qualify and schedule meetings with new prospects and on occasion participate in calls/meetings with end clients. The Internal Sales Associate will participate in weekly team meetings and be expected to share sales and service-related experiences and best practices with other members of the Carlyle Global Wealth internal sales team.

They will work with their regional team to help streamline efficiencies and work on ad-hoc projects. The Internal Sales Associate is an integral part of the success of the territory and this role provides the opportunity to gain broad and varied experience and career advancement.

• 70% of time Make proactive, outbound sales calls to financial advisors in geographic territory to identify prospects and schedule quality meetings for the External Regional Specialist with producing or potentially producing financial advisors. Develops relationships, uncovers opportunities, and initiates sales process.
• 10% of time Follow‑up with incoming leads as well as answer incoming phone calls and email inquiries generated by External Regional Specialist, conduct marketing and/or email campaigns.
• 10% of time The Internal Sales Associate is the first line of defense for all client service‑related issues. The successful candidate will work closely with various internal stakeholders, including Legal, Compliance, Accounting/Tax and various product specialists and fund management professionals to solve service items for…