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AQR Capital Management · 2 weeks ago

Internal Sales Desk Manager – Vice President

Greenwich, CT

Full-time

Onsite

Mid, Senior Level

$175K/yr - $195K/yr

5+ years exp

AQR Capital Management is a global investment management firm focused on delivering superior results for clients through rigorous analysis and collaboration. The Internal Sales Desk Manager will lead a team that provides high-quality sales and advisor support, ensuring effective engagement and driving new business across key distribution channels.

ConsultingFinanceFinancial ServicesFinTech

H1B Sponsor Likely

Responsibilities

Lead, manage, and mentor Internal Sales Associates, supporting their professional development, product expertise, and sales effectiveness

Partner with external relationship managers to design and execute coordinated territory strategies across Independent Broker-Dealer and Wirehouse networks

Oversee the team’s inbound and outbound advisor engagement, ensuring timely follow-up, accurate messaging, and high-quality interactions

Guide the creation and delivery of analytics, presentations, and client materials to support advisor meetings and sales campaigns

Use sales reports, CRM tools, and data-driven insights to prioritize advisor opportunities, monitor pipeline, and enhance coverage efficiency

Uphold rigorous CRM standards and ensure consistent tracking of advisor interactions, opportunities, and activities

Work cross-functionally with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading to resolve client requests and ensure messaging accuracy

Serve as an escalation point for complex advisor questions and product positioning discussions

Contribute to team-wide initiatives to enhance sales processes, improve service delivery, and strengthen the overall effectiveness of the Wealth channel

Foster a culture of intellectual curiosity, collaboration, and continuous improvement across the Internal Sales Desk

Qualification

Wealth distribution knowledgeSales effectivenessTeam leadershipAnalytical skillsCRM proficiencyPowerPoint proficiencyExcel proficiencyFINRA Series 7FINRA Series 63/66Intellectual curiosityCommunicationStrategic thinkingCollaboration

Required

A Bachelor's degree

5–8 years of relevant experience at an investment or asset management firm, with a track record of success in internal sales, advisor engagement, and driving revenue outcomes

Demonstrated experience leading, coaching, or mentoring a team, ideally within a sales or client-facing environment

Deep understanding of wealth distribution channels, especially Independent Broker-Dealer and major Wirehouse firms

Strong analytical skills with proficiency in PowerPoint, Excel, and CRM platforms

FINRA Series 7 and 63/66 required or obtained shortly after hire

Preferred

concentrations in Economics, Finance, Marketing, or Business preferred

Salesforce preferred

Benefits

Paid time off

Medical/dental/vision insurance

401(k)

Company

AQR Capital Management

Glassdoor3.9

AQR is a global investment management firm dedicated to delivering results for our clients.

Founded in 1998

Greenwich, Connecticut, USA

501-1000 employees

https://www.aqr.com

H1B Sponsorship

AQR Capital Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (50)

2024 (51)

2023 (26)

2022 (75)

2021 (18)

2020 (25)