Return to Corporate - Global Wealth Operations

Position Overview

This position will support the Carlyle Global Wealth ("CGW") business across sales/fundraising operations. The individual will support the day-to-day execution of CGW's sales, fundraising, and investor servicing activities. This will include managing investor pipelines, CRM data checks, coordinating client requests and due diligence processes, producing sales reports, supporting investor meetings, and partnering across teams to keep fundraising initiatives organized and moving forward. The position will work cross-functionally with Client Relationship Managers, Product Specialists, the Internal Sales Desk, Fund Management, and other teams supporting Carlyle's Global Wealth business.

Key Responsibilities

• CRM & Client Data Management
• Produce Salesforce reports to provide visibility into client activity, sales pipelines, and fundraising progress.
• Develop and document Salesforce processes and best practices to improve data quality and consistency.
• Identify opportunities to enhance Salesforce workflows, reporting, and overall CRM effectiveness.
• Sales, Fundraising & Investor Operations
• Support ongoing fundraising and investor relations activities for Carlyle funds offered through CGW.
• Track client interactions, sales activity, opportunities, and investor engagement within Salesforce.
• Organize and clean existing client and prospect data, identifying gaps, inconsistencies, duplicates, and outdated information.
• Maintain sales and investor pipelines and ensure activity is appropriately captured and updated.
• Career Development
• Coordinate investor requests and due diligence processes, including DDQs, RFPs, RFIs, and related follow-up.
• Partner with Client Relationship Managers, Product Specialists, Fund Management, Compliance, and other internal teams to gather information and respond to client needs.
• Aid in the coordination of client meetings, roadshows, and related materials.
• Support CGW Sales and Investor Relations teams with ongoing projects and operational needs.
• Process Improvement & Cross-Functional Support
• Identify opportunities to improve CRM, sales, fundraising, and investor servicing processes.
• Develop and maintain process documentation to drive consistency and efficiency.
• Work with CGW stakeholders to identify opportunities to use Salesforce, reporting, and other tools more effectively.
• Collaborate across the broader Investor Relations organization to implement best practices and improve coordination.

Education & Certificates

• Bachelor's degree required.
• Professional Experience
• 5+ years of experience in financial services, wealth management, sales operations, investor relations, CRM/data management, or a similar business environment.
• Strong Salesforce experience, including managing client and prospect records, tracking activity, maintaining pipelines, and generating reports.
• Experience supporting sales, fundraising, investor relations, or client servicing activities.
• Experience organizing and maintaining large sets of client or CRM data.
• Proven success implementing process improvements and creating process documentation.
• Experience with sales reporting and pipeline management preferred.
• Knowledge of financial services or alternative investment products is a plus.
• Client, investor, or relationship management experience is a plus.

Competencies & Attributes

• Strong organizational skills and exceptional attention to detail.
• Ability to manage large volumes of client information while maintaining a high degree of accuracy.
• Strong Salesforce, CRM, and Microsoft Office skills, particularly Excel.
• Ability to manage multiple projects and priorities simultaneously in a deadline-driven environment.
• Strong analytical and problem-solving skills with an ability to identify gaps and improve processes.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and demonstrated ability to collaborate effectively across teams.
• Proactive, process-oriented approach with a willingness to take ownership of projects and drive them forward.

Expectations

• At least two years of a career break.
• Available to provide services part-time, ideally three days per week, with two days in person in our New York City office.
• This will be a six-month assignment.

Benefits

• Work schedule flexibility, with an expectation to work no more than three days per week.
• Ability to work in a hybrid environment.

Compensation

• The compensation range for this role is specific to New York, NY and takes into account a wide range of factors, including but not limited to the skill sets required or preferred, prior experience and training, and licenses and/or certifications.
• The anticipated compensation range is between $10,000 and $12,000 per month for a 3-4 day workweek.

Application Instructions

All applications are due by September 15.