HarbourVest Partners
Associate, Investor Relations - Global Private Wealth (Internal Wholesaler)
Boston
Sponsorship not specified$100k-$110kDetected 13 days ago
CRMExcelCommunicationCollaborationOrganizational Skills
About the role
- As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
- In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive.
Responsibilities
- Lead business meeting follow-up activities with prospective and existing advisors, and ensure maintenance of meeting/call notes in CRM
Requirements
- Strong proficiency in: MS Word, Excel, and CRM management
- Must be a self-starter and demonstrate a passion for sales
- Strong knowledge of Capital Markets
- ability to prioritize targets and handle a busy calendar of client meetings
- Ability to travel
- Maintain a strong understanding of the competitive landscape across investment strategies, private and regulated investment vehicles, and relevant private wealth platforms
- Communicate effectively with other team members and leaders to ensure a high degree of transparency and collaboration
- And other responsibilities as required
Nice to have
- Bachelor's degree or equivalent experience preferred
- Minimum of 2 years of related industry experience preferred
- FINRA Series 7 & 63 licenses required, and alternative investments experience preferred
Skills
- Job Description Summary
- HarbourVest is an equal opportunity employer.
- This position will be a hybrid work arrangement.
- GPW is responsible for the distribution of HarbourVest products the private wealth channel in the US, Canada and Latin America.
Compensation
- $100,000.00 - $110,000.00
- This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements.
- This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance.
- In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs.
- Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.
Benefits
- Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography.
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This listing is sourced directly from HarbourVest Partners's careers page and normalized into a canonical job model.