Wealth Strategy Associate
- Drive commercial execution workstreams across GWMS distribution channels, acting as the connective tissue between strategy and stakeholders
- Support the design, build-out, and ongoing improvement of the sales process and operating infrastructure
- Develop and maintain commercial frameworks, models, and playbooks that enable the broader GWMS organization to execute with greater consistency and speed
- Independently prepare structured, leadership-ready communications tracking progress against strategic priorities
- Work cross-functionally across distribution, product, and operations, navigating a matrixed organization through influence rather than authority
- Flex into sales-adjacent responsibilities as the mandate evolves, including channel engagement and partner-facing work when required
- Support the evolution of the distribution model through the development of AI-forward techniques
- Assist in the drafting and distribution of leadership, strategy and client-related communications
- Support organizational change efforts by aligning stakeholders, facilitating action items, and ensuring smooth adoption of strategic programs
- Possess strong investment and financial acumen and operate as an expert Apollo’s product suite and portfolio management capabilities, maintaining a deep knowledge of positioning, holdings, competitive edge, overall investment results across the capital structure, and financial impact to the firm
- Work in partnership with senior Strategy teammates to ensure continuity and execution across channel initiatives – assist with alignment of channel infrastructure and reporting
- Provide analysis to inform the development of key initiatives and distribution model as well as evaluate the return on investment across costs, programs, and more
- Act as a consistent team player who effectively works across Apollo to advance the firm’s goals
- Join and lead ad hoc projects to support the growth of the business
- Prepare presentations and strategy updates for executive and external meetings
- Strong understanding of wealth management or asset management business (preferably both)
- Minimum 4-6 years of experience in financial services industry
- Demonstrates passion for translating research, data and analytics into actionable distribution outcomes
- Prior experience (1) working with financial advisors or private wealth clients and (2) in Strategy or Financial Planning & Analysis preferred
- Strong organization skills and work ethic
- Ability to communicate effectively both verbally and in written form
- Must work effectively with other groups in the organization and collaborate as necessary
- Skilled in Office suite of applications: Outlook, Word, Excel and PowerPoint
- Strong CRM (preferably Salesforce, and Tableau) and AI tooling skills
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- Demonstrates integrity, high-energy and motivation to succeed
- Series 7 and 63 licensed
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