National Accounts Associate, Global Private Wealth - Investor Relations

National Accounts Associate, Global Private Wealth - Investor Relations page is loaded## National Accounts Associate, Global Private Wealth - Investor Relations locations:
Boston time type:
Full time posted on:
Posted Todayjob requisition :
R2254
** Job Description Summary
** For over forty years, Harbour Vest 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  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.

Harbour Vest 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.

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 Harbour Vest’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:
* 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##

What you will do:

Platform and Operational Support
* Support onboarding activities with distribution partners
* Collaborate with Legal, Compliance, Operations, and Marketing to ensure platform requirements are met
* Assist in 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
* Assist with the organization and execution of fundraising campaigns, roadshows, webinars, and events
* Support 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
* Work with the Commercial Operations team to optimize marketing campaigns, client reporting and underlying activity tracking
* Develop and enhance CRM reporting to maintain up-to-date, comprehensive coverage of all platform relationships
* Compile and analyze fundraising metrics, engagement trends, and platform pipeline activity
* And other responsibilities as required##
** Education and Certifications
** BS/BA or equivalent

FINRA Series 7 & 63 licenses required##
** Work Experience
** 2-4 years of experience in wealth/asset management, preferably in alternative investments
** Salary Range**$ - $This USD base salary range represents only one component of total…