Vista previa generada por IA
Associate role in Investor Relations focused on partnering with wholesalers to drive capital in U.S. private wealth markets.
Hybrid work, competitive base $100k-$110k plus bonus and benefits.
Job Description Summary
For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In our collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.
We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.
This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.
The Associate, Investor Relations - Global Private Wealth (Internal Wholesaler) is part of the Investor Relations Team that is responsible for the fundraising activities of the Firm. We focus on delivering HarbourVest’s private markets solutions to the private wealth market primarily through financial intermediaries including wire-houses, regional broker-dealers, private banks, multi-family offices and registered investment advisors. GPW is responsible for the distribution of HarbourVest products the private wealth channel in the US, Canada and Latin America.
This role will be focused on partnering with External Wholesalers to raise capital in the US by developing and maintaining relationships with financial advisors in the Wire-House/Private Bank, RIA, and Family Office channels in a specified region to drive sales and AUM growth across private and registered funds.
Equal Opportunity Employer Statement
HarbourVest is an equal opportunity employer.
What you will do:
- Act as a liaison between External Wholesalers and financial advisors
- Will be point of contact for financial advisors to improve sales efforts and deepen existing relationships
- Lead business meeting follow-up activities with prospective and existing advisors, and ensure maintenance of meeting/call notes in CRM
- Understand complex alternative investment capabilities across private and registered investment vehicles and effectively communicate them to prospective clients in a clear and articulate manner, both verbally and in writing
- Maintain a strong understanding of the competitive landscape across investment strategies, private and regulated investment vehicles, and relevant private wealth platforms
- Communicate effectively with other team members and leaders to ensure a high degree of transparency and collaboration
- Represent the firm with a strong presence that instills trust and confidence
- And other responsibilities as required
What you bring:
- Bachelor’s degree or equivalent experience preferred
- Minimum of 2 years of related industry experience preferred
- FINRA Series 7 & 63 licenses required, and alternative investments experience preferred
- Strong proficiency in: MS Word, Excel, and CRM management
- Excellent verbal and written communication skills
- Must be a self-starter and demonstrate a passion for sales
- Strong knowledge of Capital Markets
- Strong organizational skills; ability to prioritize targets and handle a busy calendar of client meetings
- Teammate that can work collaboratively across sales, product, and other functional areas
- Ability to travel
LI-Hybrid
Base Salary Range
$100,000.00 - $110,000.00
This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.