Private Wealth Platform Enablement Associate

HarbourVest Partners; Boston (MA); Hybrid; 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

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,