Associate, Investor Relations - Global Private Wealth (internal Wholesaler)

HarbourVest Inc

United States
Base: $109,000.00 - $141,000.00; bonus: eligible f...
Hybrid
Finra series 7 license required
Finra series 63 license required
Relationship management with financial advisors
This role serves as a liaison between external wholesalers and financial advisors to drive sales and AUM growth across private and registered funds

Job Summary

  • This role serves as a liaison between external wholesalers and financial advisors to drive sales and AUM growth across private and registered funds.
  • The position requires maintaining complex relationships with wire-houses, regional broker-dealers, private banks, and family offices in the US, Canada, and Latin America.
  • HarbourVest offers a hybrid work arrangement with 18 remote workdays per quarter, a discretionary annual bonus, and a comprehensive total rewards package.

Matching Summary

This role serves as a liaison between external wholesalers and financial advisors to drive sales and AUM growth across private and registered funds.

Salary

Base: $109,000.00 - $141,000.00; Bonus: Eligible for discretionary annual bonus based on performance; Benefits: Retirement, health insurance, paid time off, wellness programs

Skills & Requirements

Must-have

  • FINRA Series 7 license required
  • FINRA Series 63 license required
  • Relationship management with financial advisors
  • Private wealth channel distribution experience
  • CRM management proficiency

Nice-to-have

  • Alternative investments experience preferred
  • Entrepreneurial spirit and collaborative culture
  • Strong organizational skills for busy calendar
  • Passion for sales and self-starter attitude
  • Knowledge of competitive investment landscape

Key Requirements

  • Bachelor's degree or equivalent experience
  • Minimum 2 years related industry experience
  • FINRA Series 7 and 63 licenses
  • US work authorization (implied by location)
  • Travel capability

Work Rights

Not specified

Tailored Resume

Cover Letter