Client Solutions Professional

Partners Group; New York (NY); On-site; USD 105,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

25 vacation days

Education assistance program

Company-paid life and disability insurance

Performance-based bonus structure

Job summary

Partners Group is seeking a Client Solutions Professional to join the Client Solutions team in New York. This role involves supporting institutional fundraising efforts, preparing presentations, and deepening relationships with clients.

You will manage client data, collaborate with internal teams, and help position investment strategies effectively. The ideal candidate has a Bachelor’s degree, 1-3 years of experience in financial services, and strong communication skills. The company offers competitive benefits including a 401(k) plan and generous vacation days.

Qualifications

• 1-3 years of experience in financial services, investment management, or sales/marketing.
• Excellent written, verbal, and presentation skills.
• Ability to work collaboratively in a fast-paced, team-oriented environment.

Responsibilities

• Support senior institutional sales professionals across assigned territories.
• Prepare for client meetings using approved marketing collateral.
• Maintain accurate client information and update the CRM.

Skills

Written communication

Verbal communication

Presentation skills

Detail-oriented

Organization

Analytical skills

Time-management

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 185 billion in assets under management and around 2,000 professionals across 24 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.

About the role

Partners Group is seeking a Client Solutions Professional to join the Client Solutions team in New York. In this role, you will support and help drive institutional fundraising efforts across defined territories by partnering closely with senior client‑facing professionals. You will focus on timely follow‑up, preparing high‑quality presentations and marketing materials, coordinating fund campaign efforts, and deepening relationships with existing institutional clients and prospects.

You will also maintain client data and communication records, collaborate with internal investment teams to gather the latest investment insights, and help position Partners Group’s strategies effectively with institutional investors. The role requires strong organization, analytical capability, and professional written and interpersonal communication skills. An ability to understand the institutional investor landscape and support the growth of our U.S. institutional business is preferred.

Responsibilities

• Support and help drive the efforts of senior institutional sales professionals across assigned territories
• Execute timely preparation and follow‑up for client and prospect meetings using approved marketing collateral
• Demonstrate strong organizational, time‑management, and analytical skills with consistent attention to detail
• Assist in managing and coordinating institutional fund campaign efforts
• Collaborate closely with several teams to deliver up‑to‑date investment and product information to clients and prospects
• Maintain accurate client information and update the CRM and communication databases
• Provide thorough and reliable project support with strong follow‑through across multiple workstreams
• Contribute to the broader institutional sales goals by helping identify investor needs and positioning Partners Group solutions effectively

Qualifications

• Bachelor’s degree required; strong academic background preferred
• 1‑3 years of experience in financial services, investment management, or sales/marketing
• Excellent written, verbal, and presentation skills
• Ability to work collaboratively in a fast‑paced, team‑oriented environment
• Detail‑oriented, proactive, and able to manage multiple priorities
• Strong organization, time‑management, and analytical skills
• Passion for institutional sales/marketing and financial markets
• Understanding of the institutional sales process and investor decision‑making preferred
• Proficiency in Microsoft Excel, PowerPoint, and Outlook

Benefits

• Professional, international working environment
• Challenging, rewarding career within a growing company
• Collaborative culture with mentorship and on‑the‑job training
• Competitive benefits and wellness package, including medical, dental, and vision coverage
• 401(k) with company match (Roth and pre‑tax options)
• 25 vacation days and 12–13 holidays annually
• One‑month sabbatical after every five years of service
• Education assistance program
• Company‑paid life and disability insurance
• Fun office and team events, including volunteer opportunities in the community
• Performance‑based bonus structure aligned with the firm’s long‑term compensation philosophy

Base pay range for this role is $105,000–$115,000 and a performance‑based bonus and equity are additional parts of the total compensation package.

EEO Statement

We are proud to be an equal opportunity employer and support diversity of perspectives.