Global Private Wealth - Investor Relations, Platform Enablement Associate

HarbourVest Partners; Boston (MA); On-site; USD 100,000 - 110,000; Full time

Job summary

HarbourVest Partners in Boston is seeking an Associate, Global Private Wealth, National Accounts – Platform Enablement to support onboarding and relationship management across private wealth platforms. You will produce materials, coordinate with Legal, Compliance, Operations, and Marketing, and help drive platform initiatives with senior team members.

The role emphasizes cross‑functional collaboration, data accuracy in CRM, and timely execution of partner deliverables, with exposure to RFPs,

Qualifications

• 2–4 years of wealth/asset management experience
• Bachelor's degree or equivalent
• Strong written and verbal communication and client-service orientation

Responsibilities

• Assist onboarding activities with distribution partners and maintain platform infrastructure.
• Coordinate with Legal, Compliance, Operations and Marketing to meet client requirements.
• Track and manage agreement terms, documentation and key deliverables across relationships.
• Act as a coordination hub across internal teams to ensure alignment and timely execution.

Skills

Relationship management

Private wealth

Communication

Project management

Education

Bachelor's degree

Job description

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 four days per week and take one remote day weekly (typically 13 weeks per quarter), leaving five additional remote days to be used as needed.

Position Overview

We are hiring an Associate, Global Private Wealth, National Accounts – Platform Enablement. The principal function of this role is to support the Global Private Wealth National Accounts team in the management and enhancement of private wealth intermediary relationships. The team is responsible for developing and growing HarbourVest’s client base in the wealth channel through new platform relationships and through increased engagement with current clients. The National Accounts Associate will collaborate closely with senior team members to assist with day‑to‑day operational workflows related to onboarding new partners and maintaining platform infrastructure, producing high‑quality presentation materials, fulfilling RFP/DDQ requests, and coordinating distribution partner activities.

Desired Candidate Profile

• Knowledgeable about private markets and private wealth distribution
• Highly motivated, organized, and detail‑oriented
• Capable of managing multiple workstreams under tight timelines
• Committed to producing high‑quality work and maintaining strong attention to detail
• A team player who collaborates effectively with others

What you will do

Platform & Relationship Execution

• Support onboarding activities with distribution partners
• Collaborate with Legal, Compliance, Operations, and Marketing to ensure client requirements are met
• Track and manage agreement terms, documentation, and key deliverables across relationships
• Serve as key point of coordination across internal teams to ensure alignment and timely execution

Strategic Cross‑Functional Collaboration

• Partner closely with Marketing team to support the development and execution of platform‑specific initiatives, campaigns and conference attendance
• Support the rollout of new products, initiatives, and platform enhancements by coordinating across relevant internal groups
• Partner closely with the Client Service team to ensure a high standard of responsiveness and execution across platform relationships, and serve as point of coordination for complex client service matters
• Monitor service delivery against partner expectations and identify opportunities to enhance the overall client experience

Platform Communications & Materials

• Support preparation and submission of RFPs, DDQs, and ad hoc due diligence requests with accuracy and attention to detail
• Coordinate and create presentation materials for meetings and platform operational due diligence sessions, including onsite visits
• Partner with senior team members to tailor messaging for specific platforms and audiences

Data, Reporting & Internal Coordination

• Maintain and update data in the CRM system and internal tracking documents to ensure accurate tracking of platform relationships and engagement activity
• Work with the Commercial Operations team to optimize marketing campaigns, client reporting and underlying activity tracking
• Develop and enhance CRM reporting to maintain up‑to‑date, comprehensive coverage of all platform relationships
• Compile and analyze fundraising metrics, engagement trends, and platform pipeline activity
• Support internal communication and preparation for senior‑level meetings and updates

What you bring

• Ability to work independently as well as collaboratively as part of a team
• Excellent communication skills, both written and verbal
• Strong interpersonal skills and a client‑service orientation

Education Preferred

• Bachelor of Arts, Bachelor of Science, or equivalent experience

Experience

• 2–4 years of experience in wealth/asset management, preferably in alternative investments

Base Salary Range

$100,000.00 – $110,000.00 USD. This base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. The 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.