Associate, Investor Relations - Global Private Wealth (National Accounts)

Principal Function

The principal function of this role is to support the Global Private Wealth National Accounts team in the management and enhancement of private wealth intermediary relationships.

Responsibilities

• Support onboarding activities with distribution partners
• Collaborate with Legal, Compliance, Operations, and Marketing to ensure platform requirements are met
• Avoid tracking agreement terms, documentation, and operational deadlines
• National Accounts & Distribution Partner Support
• Coordinate and create presentation materials for meetings and platform due diligence sessions, including onsite visits
• Collaborate with internal teams to prepare, draft, and submit RFPs, DDQs, and ad-hoc due diligence requests
• Avoid assisting with the organization and execution of fundraising campaigns, roadshows, webinars, and events
• Avoid supporting senior team members in managing relationships with national account platforms
• Data, Reporting & Internal Coordination
• Maintain and update data in the CRM system and internal tracking documents to ensure accurate contact information and client coverage, as appropriate
• Avoid working with the Commercial Operations team to optimize marketing campaigns, client reporting and underlying activity tracking
• Avoid developing and enhancing CRM reporting to maintain up-to-date, comprehensive coverage of all platform relationships
• Avoid compiling and analyzing fundraising metrics, engagement trends, and platform pipeline activity

Requirements

• Able to work independently as well as part of a team
• Has excellent communication skills, both written and verbal
• Has demonstrated working knowledge of private markets and private wealth distribution
• Is highly motivated, organized and detail-oriented
• Has strong interpersonal skills and client service orientation
• Manages time and projects effectively

Qualifications

• BS/BA or equivalent
• FINRA Series 7 & 63 licenses required
• 2-4 years of experience in wealth/asset management, preferably in alternative investments

Skills

• Excellent communication skills
• Working knowledge of private markets and private wealth distribution
• Highly motivated, organized, and detail-oriented
• Strong interpersonal skills and client service orientation
• Time and project management skills

Benefits

• Hybrid work arrangement with 18 remote workdays per quarter
• Discretionary annual bonus based on individual and overall firm performance
• Total rewards package that may include retirement, health, insurance, paid time off, and wellness programs

Pay

$100,000.00 - $110,000.00 USD base salary range

Schedule

This role is eligible for a hybrid work arrangement with 18 remote workdays per quarter.