Offer summary

Qualifications:

Excellent academic credentials, preferably CFA or CAIA., 6-12 years of relationship management and sales experience with financial advisors., Strong understanding of financial investment strategies and alternative asset classes., Proficiency in communication and presentation skills, with the ability to engage effectively with clients..

Key responsibilities:

Build and maintain relationships with financial advisors to drive sales and AUM growth.

Develop and implement business plans for efficient territory management.

Initiate and lead business meetings with prospective and existing advisors, maintaining detailed notes in CRM.

Communicate complex investment capabilities clearly to clients and collaborate effectively with team members.

Job description

Job Description Summary

For over forty years, HarbourVest 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 thinking.

In 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.

HarbourVest is an equal opportunity employer.

This position will be fully remote: preferred location is Southeast (GA, FL, NC)

The Private Client Group - Americas (“PCG”) is part of the Investor Relations Team that is responsible for the fundraising activities of the Firm. PCG focuses on delivering HarbourVest’s private markets solutions to the private wealth market primarily through financial intermediaries including wire-houses, regional broker-dealers, private banks, multi-family offices and registered investment advisors.

The Private Client Group is responsible for the distribution of HarbourVest products the private wealth channel in the US, Canada and Latin America.

This role will be focused on raising capital in the US - Southeast region by creating and maintaining relationships with financial advisors in the Wire-House/Private Bank, RIA, and Family Office channels in the specified region to drive sales and AUM growth across private and registered funds.

The ideal candidate is someone who is:

Proficient in managing schedules; ability to prioritize and handle a high volume of client meetings.
A standout colleague that can collaborate across sales, product, and other functional areas of the firm.
High level of accountability and drive; self-motivated with the ability to work autonomously.
Ability to travel extensively.

What you will do:

Build and maintain relationships with financial advisors in the Wire house/Private Bank, RIA, and Family Office channels in the specified region to drive sales and AUM growth across private and registered funds.
Develop and implement business plans to manage a territory in the most efficient and impactful manner, including ongoing management of sales pipeline.
Initiate and lead business meetings and follow-up activities with prospectives 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 investment 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.

What you bring:

Comprehensive understanding of financial investment strategies, including a depth of expertise across alternative assets classes in both private and registered structures (Examples: Evergreen PE Funds).
Strong Capital Markets Knowledge.
Proven track record of success raising assets and increasing market presence within this client segment.
Superior communication and presentation skills coupled with the requisite level of gravitas to effectively position HarbourVest and its capabilities to investors.
Proficiency in effectively presenting and discussing various products and solutions with clients, supporting advisors in reaching their investment goals.

Education Preferred

Excellent academic credentials - CFA or / or CAIA Preferred
SIE, Series 7, Series 63 licenses preferred. Acquiring these licenses will be required once hired into the role.

Experience

6-12 years of relationship management and sales experience with advisors in the specified region, with a strong proficiency in both the issues they face and industry trends more generally

Required profile