Associate, Global Private Wealth, National Accounts - Platform Enablement

About the role

HarbourVest is a global firm with a collaborative, open-door culture that values diversity and innovative thinking. This position supports the Global Private Wealth National Accounts team in managing and enhancing private wealth intermediary relationships, focusing on platform enablement and client engagement.

Responsibilities

• Platform & Relationship Execution
  • Support onboarding activities with distribution partners
  • Collaborate with Legal, Compliance, Operations, and Marketing to ensure client requirements are met
  • Track and manage agreement terms, documentation, and key deliverables across relationships
  • Serve as key point of coordination across internal teams to ensure alignment and timely execution
• Strategic Cross-Functional Collaboration
  • Partner closely with the Marketing team to support platform-specific initiatives, campaigns, and conference attendance
  • Support the rollout of new products, initiatives, and platform enhancements by coordinating across relevant internal groups
  • Partner with the Client Service team to ensure high responsiveness and execution across platform relationships
  • Monitor service delivery against partner expectations and identify opportunities to enhance the client experience
• Platform Communications & Materials
  • Support preparation and submission of RFPs, DDQs, and ad hoc due diligence requests with accuracy
  • Coordinate and create presentation materials for meetings and operational due diligence sessions
  • Tailor messaging for specific platforms and audiences in collaboration with senior team members
• Data, Reporting & Internal Coordination
  • Maintain and update data in the CRM system and internal tracking documents
  • Work with the Commercial Operations team to optimize marketing campaigns and client reporting
  • Develop and enhance CRM reporting for comprehensive coverage of platform relationships
  • Compile and analyze fundraising metrics, engagement trends, and platform pipeline activity
  • Support internal communication and preparation for senior-level meetings

Requirements

• 2-4 years of experience in wealth/asset management, preferably in alternative investments
• Ability to work independently and collaboratively as part of a team
• Excellent written and verbal communication skills
• Strong interpersonal skills and a client-service orientation

Qualifications

Preferred: Bachelor of Arts (B.A.), Bachelor of Science (B.S.), or equivalent experience.

Skills

• Knowledgeable about private markets and private wealth distribution
• Highly motivated, organized, and detail-oriented
• Capable of managing multiple workstreams under tight timelines
• Committed to producing high-quality work with strong attention to detail
• Team player who collaborates effectively with others

Benefits

• Hybrid work arrangement with 18 remote workdays per quarter (subject to manager approval)
• Discretionary annual bonus based on individual and firm performance
• Eligibility for long-term reward programs
• Comprehensive total rewards package including retirement, health, insurance, paid time off, and wellness programs

Pay

Base Salary Range: $100,000.00 - $110,000.00 (USD). Total compensation may also include bonus and long-term reward programs, influenced by position and geography.

Schedule

Hybrid work arrangement. Example: Work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), with 5 additional remote days to be used as needed.