Global Private Wealth, Strategic Accounts - Platform Enablement, Senior Associate
Core
Support the Global Private Wealth Strategic Accounts team in enabling and managing HarbourVest's private wealth intermediary relationships, including onboarding partners and coordinating complex processes.
Role type
Senior Associate, Platform Enablement
Builds
Private wealth intermediary relationships and platform infrastructure
Domain
Private Wealth / Alternative Investments
Required skills
Private markets and wealth distribution knowledge, independent work, sound judgment, cross-functional collaboration, complex workstream management, organization, detail-orientation, client service orientation, risk anticipation
Preferred skills
None stated
Technologies
CRM systems
Responsibilities
Lead onboarding activities with distribution partners from kickoff through launch, Partner with Legal, Compliance, Operations, and Marketing to ensure client requirements are met, Own the tracking and management of agreement terms and documentation, Serve as the central point of coordination across internal teams, Lead the review and submission of RFPs and DDQs, Maintain and update data in the CRM system
Seniority
Senior, hands-on IC