Senior Associate, Wealth Management

The Equus Group; Chicago (IL); On-site; USD 95,000 - 130,000; Full time

Job summary

The Equus Group is seeking an experienced Senior Associate, Wealth Management to serve as a primary contact for wealth management partners, RIAs, family offices, and private wealth platforms. You will coordinate client initiatives and deliver comprehensive operational and product support across private market strategies.

In this role, you will work alongside distribution, product, investment, and operations teams to ensure a high-touch, institutional client experience and drive fundraising and

Qualifications

• 3–6 years of experience in wealth management or related client-facing roles.
• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Strong knowledge of private equity fund structures, capital calls, and distributions; exceptional written and verbal communication skills.

Responsibilities

• Maintain deep knowledge of alternative investment strategies, commingled funds, registered products, and wealth channel trends to support sophisticated investor dialogues.
• Develop customized pitch decks, due diligence materials, fund updates, and market commentary tailored for private wealth partners and institutional clients.
• Own recurring and ad-hoc requests for key home office relationships, including quarterly reporting, custom performance analyses, and operational inquiries.
• Lead the onboarding of investment vehicles onto wealth platforms, coordinating cross-functional teams to manage RFIs/RFPs, diligence documentation, and launch logistics.
• Partner with internal and external distribution teams to support fundraising initiatives by addressing bespoke client requirements.
• Identify opportunities to enhance client servicing workflows, build scalable operational solutions, and support platform expansion.
• Track industry events, monitor competitive offerings, and gather market insights to inform business strategy.

Skills

Wealth Management

RIA/Family Office

Client relationship management

Financial markets knowledge

Education

Bachelor’s degree in Finance Economics Business

Job description

Our client, a premier private equity firm, is seeking an experienced Senior Associate, Wealth Management. In this role, you will serve as a primary contact for key wealth management partners, including private wealth platforms, distribution networks, RIAs, and family offices, ensuring a high-touch, institutional client experience. Working alongside internal distribution, product, investment, and operational teams, you will coordinate key client initiatives, manage day-to-day platform requests, and deliver seamless operational and product support across the firm's private market strategies.

Key Responsibilities

• Maintain deep knowledge of alternative investment strategies, commingled funds, registered products, and wealth channel trends to support sophisticated investor dialogues.


• Develop customized pitch decks, due diligence materials, fund updates, and market commentary tailored for private wealth partners and institutional clients.


• Own recurring and ad-hoc requests for key home office relationships, including quarterly reporting, custom performance analyses, and operational inquiries.


• Lead the onboarding of investment vehicles onto wealth platforms, coordinating cross-functional teams to manage RFIs/RFPs, diligence documentation, and launch logistics.


• Partner with internal and external distribution teams to support fundraising initiatives by addressing bespoke client requirements.


• Identify opportunities to enhance client servicing workflows, build scalable operational solutions, and support platform expansion.


• Track industry events, monitor competitive offerings, and gather market insights to inform business strategy.

Qualifications

• 3–6 years of experience in Wealth Management, RIA/Family Office coverage, or client-facing roles.


• Bachelor’s degree in Finance, Economics, Business, or a related field


• Strong understanding of private equity fund structures, capital calls, and distributions; exceptional written and verbal communication skills.


• CFA/CAIA or progress towards either preferred.