Senior Associate, Global Private Wealth - Investor Relations

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

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.

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 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.

Global Private Wealth - Americas ("GPW") is part of the Investor Relations Team that is responsible for the fundraising activities of the Firm. GPW focuses on delivering HarbourVest’s private markets solutions to the private wealth market primarily through financial intermediaries including wire-houses, regional broker-dealers, private banks, multi-family offices and registered investment advisors.

GPW is responsible for the distribution of HarbourVest products in the private wealth channel in the US, Canada and Latin America.

This role will be focused on partnering with External Wholesalers to raise capital in the US – by creating and maintaining relationships with financial advisors in the Wire-House/Private Bank, RIA, and Family Office channels in the specified region to drive sales and AUM growth across private and registered funds

The ideal candidate is someone who is:

• Teammate that can collaborate across sales, product, and other functional areas of the firm
• Self-starter and demonstrate a passion for sales

What you will do:

• Provide support to External Wholesalers covering a specific geographical region
• Act as a liaison between External Wholesalers and financial advisors
• Will be point of contact with financial advisors to increase sales and deepen existing relationships
• Lead business meeting follow-up activities with prospective and existing advisors, and ensure maintenance of meeting/call notes in CRM
• Understand complex alternative investment capabilities across private and registered investment vehicles and effectively communicate them to prospective clients in a clear and articulate manner, both verbally and in writing
• Maintain a strong understanding of the competitive landscape across strategies, private and registered investment structures and relevant private wealth platforms
• Communicate effectively with other team members and leaders to ensure a high degree of transparency and collaboration
• Represent the firm with a strong presence that instills trust and confidence
• And other responsibilities as required

What you bring:

• Series 7, Series 63 Required
• Must meet required outbound call/contact activity levels as set by Manager
• Strong MS Word, Excel, and CRM management skills
• Excellent verbal and written communication skills
• Strong Capital Markets Knowledge
• Proficient in managing and prioritizing tasks; adept at handling a demanding calendar of client meetings
• Ability to travel

Education Preferred

• Bachelor's degree or equivalent experience

Experience

• 3-6 Years of related industry experience preferred

Base Salary Range:

$120,000.00 - $130,000.00

This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus eligibility, total compensation may include participation in long-term reward programs (typically for more senior-level roles). We also offer a comprehensive total rewards package that may include retirement contributions, health insurance, income protection, paid time off and leave benefits as well as well-being 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.