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
Benefits
Health insuranceRemote work optionsPerformance bonus
Additional Information
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.
HarbourVest is an equal opportunity employer.
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.
Harbourvest · Boston