Jobs · Finance · New York

Senior Associate, Wealth Management

Adams Street Partners · New York, NY · 1 wk ago
HybridFinance$125k–$155k/yrFull-time

Adams Street Partners (“Adams Street”) is a global private markets investment manager with nearly $76 billion in assets under management. The firm is 100% employee-owned, fostering a culture of collaboration, intellectual rigor, integrity, and professional development. For the eighth consecutive year, Adams Street was named one of Pension & Investments’ Best Places to Work in Money Management in 2025. Employees operate as a single global team, integrating expertise across five strategies: primary investments, secondary investments, growth equity, private credit, and co-investments. A pioneer in private markets, Adams Street was inducted into the Private Equity Hall of Fame in 2000. Founded over 50 years ago, the firm serves leading public and corporate pension plans, foundations, endowments, insurance companies, registered investment advisors, and high-net-worth individuals worldwide. Adams Street has offices in Abu Dhabi, Austin, Beijing, Boston, Chicago, Hong Kong, London, Munich, Menlo Park, New York, Seoul, Singapore, Sydney, Tokyo, and Toronto.

About the role

Adams Street Partners is seeking an exceptional Senior Associate to join its Wealth Management team in New York or Chicago. This role delivers an outstanding client experience to the firm’s largest and most strategic wealth management partners, including private banks, wirehouses, broker-dealers, RIAs, and family office platforms. Acting as the day-to-day relationship manager for key home office relationships, this individual will provide white-glove client service while partnering closely with Sales, Product Management, Marketing, Legal, PRA, Investment Teams, and other internal stakeholders to coordinate complex client initiatives and deliver best-in-class support. This is an opportunity for a highly motivated, client-focused professional to join one of the firm’s fastest-growing businesses, with the role evolving alongside the platform’s expansion, creating opportunities to take on broader responsibilities and shape new processes.

Responsibilities

  • Develop and maintain deep knowledge of Adams Street’s commingled fund and registered product offerings, industry trends, the competitive landscape, and key wealth channel partners to support sophisticated client conversations.
  • Create customized presentations, due diligence materials, market updates, fund updates, and other client communications.
  • Own recurring and ad hoc client requests for strategic home office relationships, including quarterly and monthly reporting, portfolio reviews, custom analyses, product inquiries, and performance requests.
  • Lead the onboarding of Adams Street products onto wealth platforms, coordinating internal stakeholders and preparing all required diligence materials, presentations, RFIs/RFPs, and follow-up communications.
  • Coordinate operational setup and ongoing support for products launched on wealth platforms.
  • Support servicing workflows for registered products and evergreen vehicles, ensuring a seamless client experience.
  • Partner closely with internal and external sales professionals to support fundraising efforts by coordinating each client’s unique requirements.
  • Help identify opportunities to improve client servicing processes, develop scalable solutions, and contribute to the continued evolution of Adams Street’s rapidly growing wealth platform.
  • Gather competitive intelligence and monitor industry events and trends.

Requirements

  • Demonstrates a strong client-first mindset, a sense of ownership, and a commitment to delivering exceptional service to sophisticated institutional and wealth management clients.
  • Proven ability to manage multiple high-priority initiatives simultaneously while maintaining quality and responsiveness.
  • Experience in private markets, preferably in a client-facing or supporting role.
  • A highly motivated self-starter with the ability to work independently and within a team context.
  • Strong written and verbal communication skills.
  • 4+ years of professional experience, ideally within wealth management or other client-facing roles.
  • Knowledge of HNW/UHNW investors and/or the wealth management ecosystem.
  • Ability to synthesize complex information and prepare technical materials in a timely manner.
  • Exceptional attention to detail, highly organized, and able to prioritize and meet deadlines.
  • Technically proficient in Word, PowerPoint, and Excel (Pivot Tables, VLOOKUP); Salesforce a plus.
  • Professional presence combined with exceptional communication skills to interact effectively with internal teams and external parties.
  • Graduated from an undergraduate and/or postgraduate university with a strong academic record, ideally with a business focus.
  • CFA/CAIA preferred.

Benefits

  • Medical, dental, and vision coverage.
  • 401(k) with immediate vesting and employer match.
  • Profit sharing.
  • Flexible spending accounts (FSA).
  • Paid parental leave, including adoption.
  • Generous paid time off.
  • Commuter benefits.
  • Employer-paid short- and long-term disability and life insurance.
  • Access to additional voluntary benefits.

Pay

New York City Pay Range: $125,000—$155,000 USD

Illinois Pay Transparency: $125,000—$155,000 USD

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