Senior Associate – Pcg
| Company | HarbourVest |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
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