Analyst Or Associate, Wealth Management (internal Sales)

Adamsstreetpartners

New York, United States
$85,000 - $125,000 usd py
On-site
Cold outreach to prospective clients
Service existing investors
Manage distribution relationships
Adams Street Partners is a global private markets investment manager with $65 billion in assets under management, fostering a collaborative and rigorous culture

Job Summary

  • Adams Street Partners is a global private markets investment manager with $65 billion in assets under management, fostering a collaborative and rigorous culture.
  • The Wealth Management team is expanding to serve a growing client base, requiring a client-focused individual to manage territories and engage prospective clients.
  • The role offers a competitive U.S. benefits package including medical, dental, vision, 401(k) with match, profit sharing, and paid parental leave.

Matching Summary

Adams Street Partners is a global private markets investment manager with $65 billion in assets under management, fostering a collaborative and rigorous culture.

Salary

$85,000 - $125,000 USD

Skills & Requirements

Must-have

  • Cold outreach to prospective clients
  • Service existing investors
  • Manage distribution relationships
  • SalesForce CRM utilization
  • Knowledge of private markets

Nice-to-have

  • Hungry, organized, self-motivated
  • Creative thinking and problem resolution
  • Collaborative culture
  • Genuinely curious about market news

Key Requirements

  • 1-4 years' experience as internal salesperson
  • Bachelor's degree (business focus ideal)
  • CFA/CAIA preferred
  • Strong phone and interpersonal communication skills
  • Ability to plan and deliver presentations
  • Knowledge of HNW/UHNW investors preferred

Work Rights

Not specified

Tailored Resume

Cover Letter