Vice President, Investor Relations - Private Client Group (Southeast)

HarbourVest Partners; Boston (MA); Remote; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a dynamic professional to join their Investor Relations Team. This remote position focuses on raising capital in the Southeast US by fostering relationships with financial advisors. The ideal candidate will possess a deep understanding of financial investment strategies and demonstrate proven success in asset raising. With a collaborative culture that values diversity, this role offers the opportunity to make a significant impact while working autonomously and managing high-volume client interactions. If you're self-motivated and ready to drive sales growth, this is the perfect opportunity for you.

Qualifications

• 6-12 years of relationship management and sales experience with financial advisors.
• Strong understanding of financial investment strategies and capital markets.

Responsibilities

• Build and maintain relationships with financial advisors to drive sales growth.
• Develop and execute business plans for territory management.

Skills

Relationship Management

Sales Experience

Financial Investment Strategies

Communication Skills

Capital Markets Knowledge

Education

CFA or CAIA

SIE, Series 7, Series 63 Licenses

Tools

CRM Software

Job description

Job Description Summary

HarbourVest has been committed to delivering impactful solutions for over forty years, fostering a collaborative and innovative culture that values diversity. We promote an inclusive environment that respects all employees, and we are an equal opportunity employer.

This position is fully remote, with a preferred location in Southeast US (GA, FL, NC).

About the Private Client Group - Americas (PCG)

Part of the Investor Relations Team, PCG handles fundraising activities, focusing on private markets solutions for the private wealth market through financial intermediaries such as wire-houses, regional broker-dealers, private banks, multi-family offices, and registered investment advisors. The group manages the distribution of HarbourVest products across the private wealth channels in the US, Canada, and Latin America.

Role Focus

This role involves raising capital in the US Southeast by building relationships with financial advisors across various channels to drive sales and AUM growth in private and registered funds.

Ideal Candidate Attributes

• Proficient in managing schedules and prioritizing high-volume client meetings.
• A collaborative team player across sales, product, and other functional areas.
• Highly accountable, self-motivated, and capable of working autonomously.
• Willing and able to travel extensively.

Key Responsibilities

• Build and maintain relationships with financial advisors to promote sales and AUM growth.
• Develop and execute business plans for territory management, including sales pipeline management.
• Lead business meetings, follow-up activities, and maintain CRM records.
• Communicate complex investment capabilities clearly and effectively.
• Maintain awareness of the competitive landscape and private wealth platforms.
• Collaborate with team members and represent the firm professionally.

Qualifications

• Deep understanding of financial investment strategies, including alternative asset classes in private and registered structures.
• Strong capital markets knowledge.
• Proven success in asset raising and market presence expansion.
• Excellent communication and presentation skills.
• Ability to discuss various products and solutions effectively.

Preferred Education and Certifications

• Strong academic credentials; CFA or CAIA preferred.
• SIE, Series 7, Series 63 licenses preferred, with acquisition required upon hire.

Experience

• 6-12 years of relationship management and sales experience with advisors in the region, with industry trend knowledge.