Global Private Wealth: Investor Relations Associate

HarbourVest Partners; Boston (MA); Hybrid; USD 120,000 - 130,000; Full time

Job summary

HarbourVest Partners seeks a dynamic professional to support External Wholesalers across a defined U.S. region. You will liaise with financial advisors, nurture relationships to grow sales and AUM, and manage post-meeting follow-ups in CRM.

The role demands clear communication of alternative investment capabilities to clients, with strong collaboration across teams. Ideal candidates hold Series 7 and 63, strong MS Word/Excel and CRM skills, and a proactive sales mindset.

Qualifications

• Bachelor's degree or equivalent experience.
• 3–6 years of related industry experience preferred.
• Series 7 and Series 63 required.

Responsibilities

• Provide support to External Wholesalers covering a specific geographical region.
• Act as a liaison between External Wholesalers and financial advisors.
• Be the point of contact with financial advisors to increase sales and deepen relationships.
• Lead meeting follow-up activities and maintain notes in CRM.
• Explain complex private and registered investment capabilities clearly to clients.

Skills

Series 7

Series 63

CRM management

MS Word

Excel

Communication

Education

Bachelor's degree or equivalent experience

Tools

CRM systems

Job description

HarbourVest Partners seeks a dynamic professional to support External Wholesalers across a defined U.S. region. You will liaise with financial advisors, nurture relationships to grow sales and AUM, and manage post-meeting follow-ups in CRM.

The role demands clear communication of alternative investment capabilities to clients, with strong collaboration across teams. Ideal candidates hold Series 7 and 63, strong MS Word/Excel and CRM skills, and a proactive sales mindset.