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Senior Associate – Pcg

April 11, 2025April 11, 2025

Senior Associate – Pcg

CompanyHarbourVest
LocationBoston, MA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • Series 7, Series 63 Required
  • Strong MS Word, Excel, and CRM management skills
  • Excellent verbal and written communication skills
  • Strong Capital Markets Knowledge
  • Proficient in managing and prioritizing tasks; adept at handling a demanding calendar of client meetings
  • Ability to travel

Responsibilities

  • Provide support to External Wholesalers covering a specific geographical region
  • Act as a liaison between External Wholesalers and financial advisors
  • Will be point of contact with financial advisors to increase sales and deepen existing relationships
  • Lead business meeting follow-up activities with prospective and existing advisors, and ensure maintenance of meeting/call notes in CRM
  • Understand complex alternative investment capabilities across private and registered investment vehicles and effectively communicate them to prospective clients in a clear and articulate manner, both verbally and in writing
  • Maintain a strong understanding of the competitive landscape across strategies, private and registered investment structures, and relevant private wealth platforms
  • Communicate effectively with other team members and leaders to ensure a high degree of transparency and collaboration
  • Represent the firm with a strong presence that instills trust and confidence
  • And other responsibilities as required

Preferred Qualifications

  • Bachelor’s degree or equivalent experience
  • 3-6 Years of related industry experience preferred


TaggedBachelor'sFinance & Operations & StrategyHarbourVestInside SalesSales & Account ManagementSenior

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