Associate, Capital Solutions - Private Wealth Client Coverage

Responsibilities

• The candidate will have a diverse set of client coverage and fundraising responsibilities, including:
• Partner with Private Wealth Client Coverage regional leads to develop new, foster, and maintain relationships with financial advisors at leading private wealth management platforms (e.g., private banks and wirehouses), supporting fundraising across General Atlantic's product suite
• Execute proactive outbound sales activity to both existing and prospective financial advisor allocators to educate them on General Atlantic's strategies and drive new fundraising opportunities
• Assist in the management of territory coverage and financial advisor sales pipeline in a highly organized and data‑driven manner, leveraging analytics to prioritize engagements, track progress, and optimize marketing efforts within assigned regions
• Conduct timely and detailed follow‑up after advisor and client interactions, ensuring delivery of tailored materials and responses to information requests
• Maintain accurate, high‑quality CRM records of contacts, activities, meeting notes, and pipeline as well as assist in the preparation of regular reports on financial advisor engagement, territory activity, and fundraising progress for Capital Solutions leadership
• Effectively coordinate across internal teams and wealth platform partners to help organize roadshows, webinars, conferences, and advisor education events; managing planning, logistics, materials, and follow‑up to maximize financial advisor participation and engagement
• Build and sustain ongoing connectivity with financial advisors through consistent phone and email touchpoints, helping to deepen relationships, address client service inquiries, and support product update and review calls in partnership with senior client coverage

Requirements

• Bachelor's degree required; progress toward CFA and/or CAIA charters preferred
• Minimum 2+ years of investment product sales experience working with financial advisors at leading wealth management firms (wirehouses, private banks, RIAs or independent broker-dealers), ideally with experience in private market, alternative investment strategies and products
• Strong understanding of financia

Benefits

Additional Information

About General Atlantic General Atlantic is a leading global investor with more than four and a half decades of experience providing capital and strategic support for over 830 companies throughout its history. Established in 1980, General Atlantic continues to be a dedicated partner to visionary founders and investors seeking to build dynamic businesses and create long term value. Guided by the conviction that entrepreneurs can be incredible agents of transformational change, the firm combines a collaborative global approach, sector specific expertise, a long-term investment horizon, and a deep understanding of growth drivers to partner with and scale innovative businesses around the world. The firm leverages its patient capital, operational expertise, and global platform to support a diversified investment platform spanning Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies. General Atlantic manages approximately $126 billion in assets under management, inclusive of all strategies, as of December 31, 2025, with more than 900 professionals in 20 countries across five regions. For more information on General Atlantic, please visit: www.generalatlantic.com . Position Summary General Atlantic's Capital Solutions team is focused on marketing the firm's global investment strategies to institutional and private wealth investors worldwide. The Capital Solutions team manages all aspects of client coverage and the fundraising process by building relationships with both current and prospective investors. General Atlantic is looking for a high-caliber Associate to join its Private Wealth Capital Solutions team based in New York to support financial advisor client coverage across an assigned U.S. region. The Client Coverage Associate will work in close partnership with regional Client Coverage leads, covering financial advisors across both private bank and wirehouse wealth management platforms, providing proactive sales and client service support to drive fundraising and deepen relationships advisor across General Atlantic's Growth Equity, Climate, Infrastructure and Credit strategies in their assigned region. The candidate will work closely with senior members of General Atlantic's global Capital Solutions team, while collaborating with professionals across the firm to design and execute scaled fundraising, financial advisor engagement, and client service initiatives across the private wealth channel.

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