Associate, Private Client
Core
Support business development execution and client relationship management for the Private Client Practice, focusing on RFPs, proposals, pitch preparation, and prospect meeting readiness.
Role type
Associate, Private Client (Business Development & Client Support)
Builds
Custom investment portfolios for endowments, foundations, pension plans, and ultra-high net worth private clients
Domain
Wealth Management / Private Client Services
Deliverable
client delivery
Required skills
project management, RFP coordination, proposal drafting, stakeholder coordination, CRM management, deadline management
Preferred skills
experience in financial services or wealth management, familiarity with presentation tools, knowledge of investment services
Responsibilities
Facilitate the RFP process by managing timelines and coordinating inputs; Assist in preparing proposals, pitch materials, and prospect meeting documents; Support selected day-to-day activities for private client relationships including meeting logistics and follow-ups; Coordinate with Client Directors and investment professionals to gather materials for presentations; Maintain accurate records in CRM systems regarding prospects and client activity.
Seniority
Early-career Associate