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Private Wealth Sales Operations Specialist
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-08-09
Listing for:
Landmark-Properties,-Inc.
Full Time
position Listed on 2026-08-09
Job specializations:
-
Business
CRM Systems & Management
Job Description & How to Apply Below
Landmark Properties Private Wealth is seeking a Sales Support Associate to streamline CRM data, support the sales team, and drive efficient fundraising from RIAs and family offices. You will manage due diligence materials, coordinate meeting logistics, and maintain dashboards that highlight top opportunities.
The role emphasizes data cleanliness, prospect prioritization, and collaboration with the Private Wealth leadership to optimize fundraising efforts and client service.
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