Associate, Client Solutions
Core
Support business development execution and client relationship management for the Private Client Practice, focusing on Endowments and Foundations.
Role type
Associate, Client Solutions (Business Development Support)
Builds
Custom investment portfolios for endowments, foundations, pension plans, and ultra-high net worth private clients
Domain
Asset Management / Private Wealth Management
Deliverable
client delivery
Required skills
Project management, RFP coordination, proposal drafting, stakeholder coordination, CRM management, deadline tracking
Preferred skills
Experience in financial services or wealth management, familiarity with presentation tools
Technologies
CRM systems, Microsoft Office
Responsibilities
Facilitate RFP processes and manage timelines; Assist in preparing proposals and pitch materials; Coordinate with Client Directors and investment professionals for prospect meetings; Support day-to-day client relationship activities and meeting logistics; Maintain accurate records in internal systems; Manage competing priorities across multiple workstreams
Seniority
Early-career, hands-on IC