Associate, Global Private Wealth, National Accounts - Platform Enablement
$100k - $110kHarbourVest Partners
Job Description SummaryFor over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. 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. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.HarbourVest is an equal opportunity employer.This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.We are hiring an Associate, Global Private Wealth, National Accounts - Platform Enablement. 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. The Global Private Wealth National Accounts team is responsible for developing and growing HarbourVest’s client base in the wealth channel through new platform relationships and through increased engagement with current clients. The National Accounts Associate will collaborate closely with senior team members to assist with day‑to‑day operational workflows related to onboarding new partners and maintaining platform infrastructure, producing high-quality presentation materials, fulfilling RFP/DDQ requests, and coordinating distribution partner activities.The ideal candidate is someone who isKnowledgeable about private markets and private wealth distributionHighly motivated, organized, and detail-orientedCapable of managing multiple workstreams under tight timelinesCommitted to producing high-quality work and maintaining strong attention to detailA team player who collaborates effectively with othersWhat you will doPlatform & Relationship ExecutionSupport onboarding activities with distribution partnersCollaborate with Legal, Compliance, Operations, and Marketing to ensure client requirements are metTrack and manage agreement terms, documentation, and key deliverables across relationshipsServe as key point of coordination across internal teams to ensure alignment and timely executionStrategic Cross-Functional CollaborationPartner closely with Marketing team to support the development and execution of platform-specific initiatives, campaigns and conference attendanceSupport the rollout of new products, initiatives, and platform enhancements by coordinating across relevant internal groupsPartner closely with the Client Service team to ensure a high standard of responsiveness and execution across platform relationships, and serve as point of coordination for complex client service mattersMonitor service delivery against partner expectations and identify opportunities to enhance the overall client experiencePlatform Communications & MaterialsSupport preparation and submission of RFPs, DDQs, and ad hoc due diligence requests with accuracy and attention to detailCoordinate and create presentation materials for meetings and platform operational due diligence sessions, including onsite visitsPartner with senior team members to tailor messaging for specific platforms and audiencesData, Reporting & Internal CoordinationMaintain and update data in the CRM system and internal tracking documents to ensure accurate tracking of platform relationships and engagement activityWork with the Commercial Operations team to optimize marketing campaigns, client reporting and underlying activity trackingDevelop and enhance CRM reporting to maintain up-to-date, comprehensive coverage of all platform relationshipsCompile and analyze fundraising metrics, engagement trends, and platform pipeline activitySupport internal communication and preparation for senior-level meetings and updatesWhat you bringAbility to work independently as well as collaboratively as part of a teamExcellent communication skills, both written and verbalStrong interpersonal skills and a client-service orientationEducation PreferredBachelor of Arts (B.A.), Bachelor of Science (B.S), or equivalent experienceExperience2-4 years of experience in wealth/asset management, preferably in alternative investments.#LI-HybridBase Salary Range$100,000.00 - $110,000.00This 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. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. 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.SummaryLocation: BostonType: Full time
$80k - $150k
...segments of the global capital... ...debate. As a private partnership,... ...results-driven Associate to join our... ...the wealth management channel... ...investment platform. ESSENTIAL SKILLS... ..., creed, national origin, age,... ...takes into account the wide range... ...that enables employees to...PlatformAccountsPrivateFull timeWork at officeRemote workFlexible hours1 day per week$68k - $120k
...POSITION SUMMARY: Wealth Management Associates provide exceptional... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs... ...concerning clients accounts, educating or... ...procedures and new platforms and sharing reminders... ...sexual orientation, national origin, citizenship,...PlatformAccountsPrivateTemporary workLocal area$120k - $225k
...segments of the global capital markets... ...debate. As a private partnership, we... ...Wellington’s Solutions platform across Multi-... ...and wealth businesses. The... ...religion, creed, national origin, age, ancestry... ...takes into account the wide range... ...environment that enables employees to thrive...PlatformAccountsPrivateFull timeRemote workFlexible hours1 day per week$120k - $225k
...segments of the global capital... ...debate. As a private partnership, we... ...Director, US Wealth Investor Services... ...our U.S. Wealth platform, with a focus... ...design, technology enablement, and cross-... ...The Director is accountable for defining... ...Distribution and National Accounts to...PlatformAccountsPrivateFull timeRemote workFlexible hours1 day per week$80k - $150k
...segments of the global capital markets... ...debate. As a private partnership, we... ...group, the Legal Associate will support... ...Wellington’s Investment Platform including... ..., creed, national origin, age, ancestry... ...takes into account the wide range... ...environment that enables employees to thrive...PlatformAccountsPrivateFull timeRemote workFlexible hours1 day per week$89k - $133k
...investing partners. As our global firm grows, we... ...as needed.The Senior Associate, Client Marketing will... ...HarbourVest’s Global Private Wealth business. This role translates... ...ways of working that enable consistent, scalable... ...including home office, platform, wirehouse, RIA,...PlatformPrivateFull timeWork at officeLocal areaRemote workHome office1 day per week$90k - $180k
...segments of the global capital markets... ...debate. As a private partnership, we... ...results-driven Associate to join our Private... ...-light tech-enabled solutions involving... ...Investing platform.ESSENTIAL SKILLSThe... ..., creed, national origin, age, ancestry... ...takes into account the wide range...PlatformAccountsPrivateFull timeRemote workFlexible hours1 day per week$90k - $120k
...Fortune 500, top private equity firms,... ...'s digitally enabled and powered by... ...and global businesses Our... ...Overview As an Associate within our Private... ...networking platforms Prepare and... ...flexible spending accounts - A... ...color, religion, national origin, ancestry...PlatformAccountsPrivateLocal areaRemote workWork from homeFlexible hours$68k - $120k
...POSITION SUMMARY: Wealth Management Associates provide exceptional... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs... ...concerning clients accounts, educating or... ...procedures and new platforms and sharing reminders... ...sexual orientation, national origin, citizenship,...PlatformAccountsPrivateFull timeTemporary workLocal area$58k - $115k
...POSITION SUMMARY Wealth Management Associates provide exceptional... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (... ...concerning clients accounts, educating or... ...procedures and new platforms and sharing reminders... ...cross-section of the global communities in which...PlatformAccountsPrivateFull timeTemporary workWork experience placementLocal area$100k - $140k
...enjoy a full life, while enabling them to preserve their wealth for future generations, and... ...: Salesforce, Portfolio Accounting Software, DocuSign,... ...growing wealth management platforms in the United States. We... ...status, veteran status, age, national origin, sexual orientation...PlatformAccountsPermanent employmentTemporary workWork at officeFlexible hours- ...Job Description National Account Manager – Specialty... ...to disrupt the global health and wellness... ...we are entirely privately held and plan to... ...the long term to enable huge opportunities... ...significant wealth, and we hope you'... ...how Force Factor's platforms, Berberine, Ashwagandha...PlatformAccountsPrivate
- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating... ...wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service...PlatformPrivate
$130k - $145k
...solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative... ...5 additional remote days to be used as needed.The Senior Associate, Global Private Wealth Operations will serve as support function to the Head of...PrivateFull timeWork at officeLocal areaRemote work1 day per week$92.5k - $110k
...Management (PM) Associate Director is a... ...vital part of the Wealth Management team... ...Advisors / Private Wealth Advisors... ...regarding their accounts, market conditions... ...and upgrades platforms for the Portfolio... ...orientation, national origin, citizenship... ...section of the global communities in...PlatformAccountsPrivateFull timeTemporary work- ...coordination that enables seamless... ...highest-priority accounts. This role requires... ...and influencing global, distributed,... .... Our digital platform and enterprise solutions... ..., as well as wealth managers, private equity firms,... ..., religion, national origin, sex, sexual...PlatformAccountsPrivateFull timeContract workWork experience placementWorldwideFlexible hours
$175k - $225k
...puts its clients and associates first: a culture where... ...finance (debt, public and private equity) and M&A deals.... ...by deep knowledge of accounting.Must be capable of... ...corporate advisory services globally. Our expertise spans... ...of our people and platform. We provide our employees...PlatformAccountsPrivateFlexible hours$310k - $390k
...Group is seeking a Managing Associate with 4 to 6 years of experience... ...Valley roots and a broad global platform that scales with our clients... ...major law firm, focusing on private offerings, venture capital,... ...leave benefits; health savings account contributions (w/applicable...PlatformAccountsPrivateTemporary workWork at officeFlexible hours$100k - $110k
...partners. As our global firm grows, we continue... ...seeking a Senior Associate of Treasury... ...treasury technology platforms and integration... ...knowledge of private equity industry and... ...sound judgment and accountability in a fast-paced... ...Alteryx, and AI-enabled solutionsEducation...PlatformAccountsPrivateFull timeWork at officeLocal areaRemote work1 day per week$74k - $104k
...A leading investment firm in Boston is seeking an Associate for Product Marketing in Global Private Wealth. The role involves launching US distributor and platform products, developing sales materials, and managing RFP responses. Candidates should have 3-5 years in product...PlatformPrivate$120k - $225k
...segments of the global capital markets... ...debate. As a private partnership, we... ...within the Client Platform, responsible... ...Head of EPM is accountable for the strategy... ...particular focus on Wealth) aligned with... ..., creed, national origin, age, ancestry... ...that enables employees to thrive...PlatformAccountsPrivateFull timeRemote workFlexible hours1 day per week$100k - $215k
...build on our integrated platform with industry-leading... ...of long-term capital globally, and has a team of nearly... ...of public and private investments, and we are... ...team leads the General Account’s asset allocation and... ...positions across the national market and provides an...PlatformAccountsPrivateWork at officeLocal areaFlexible hours$120k - $135k
...the world’s leading private investment firms.... ...grown our platform to focus on Private... ...partnership approach enables us to pursue strategic... ...Management Associate will lead projects... ...Businesses (CPPSB), Global Delivery Services,... ...ancestry, religion, sex, national origin, sexual...PlatformPrivateFull time- ...5ip & Help the Wealth Management Industry... ...lead the 55IP platform that forms the... ...its technology-enabled investment... ...manage their client accounts, enhancing... ...they bring to our global workforce are directly... ..., color, national origin, gender,... ...management and private banking...PlatformAccountsPrivate
$80k - $150k
...segments of the global capital... ...debate. As a private partnership, we... ...opportunity in the US Wealth channel, we... ...our US Funds platform alongside broader... ...sense of accountability and ownership.... ...religion, creed, national origin, age, ancestry... ...that enables employees to thrive...PlatformAccountsPrivateFull timeRemote workFlexible hours1 day per week$125k - $215k
...profound change in global capital... ...its integrated platform and has a team... ...of public and private investments, and... ...-oriented Associate to drive and scale... ..., Risk, and Accounting to drive transactions... ...and uses AI-enabled tools to... ...race, color, national origin, sex, sexual...PlatformPrivateLocal areaImmediate startFlexible hours$78k - $90k
...Responsibilities Ensuring client accounts are added to the CRM per client allocation mandates Overseeing... ...backup support for the firm's trading platform Qualifications 2–5 years of experience supporting advisors at a wealth management firm Strong organizational and communication...PlatformAccounts$100k - $150k
...is a top-ranked accounting, tax, and... ...through our PKF global network. For over... ...experience with platforms such as Sage Intacct... ...— including AI-enabled platforms like... ..., including private equity, hedge funds... ...office and wealth management clients... .../religion, national origin, sexual...PlatformAccountsPrivateFull timeWork at officeLocal area3 days per week$100k - $125k
Associate, StrategyWhy join Aptiv? You... ...of a leading global industrial technology... ...agenda:Future platforms - Seeding the... ..., enable investment, and... ...with GAAP / IFRS accounting - and employing... ...investment banking, private equity,... ...color, religion, national origin, sex, gender...PlatformPrivateFull timeTemporary workWork experience placementRelocation package$90k - $180k
...segments of the global capital markets... ...debate. As a private partnership, we... ...institutional and wealth audiences. This... ...investing platform, ensuring content... ...responsible use of AI-enabled content tools.... ..., creed, national origin, age, ancestry... ...takes into account the wide range...PlatformAccountsPrivateFull timeRemote workFlexible hours1 day per week
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