Return to Corporate – Global Wealth Operations at Carlyle in New York, NY

Job description

At Carlyle, we recognize that career journeys can be diverse, often including periods away from the corporate world. We value the rich perspectives and unique experiences that come from such paths. Our Return to Corporate initiative is designed for experienced professionals looking to reenter the corporate workforce after a career break of at least two years. This part-time, six-month paid consulting assignment provides a supportive environment in which participants can engage in meaningful work and participate in professional development and mentorship opportunities designed to assist with transitioning back into a corporate setting. Upon successful completion, participants may be considered for additional consulting opportunities or full-time roles based on business needs. 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 Organize and clean existing client and prospect data, identifying gaps, inconsistencies, duplicates, and outdated information.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. 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. Assist with the coordination of client meetings, roadshows, and related materials. Support CGW Sales and Investor Relations teams with ongoing projects and operational needs. Help ensure key fundraising activities, deadlines, and deliverables are tracked and completed. 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 pipe