Associate, Global Client Solutions
Core
Support business development execution and client relationship management for private clients in investment practices.
Role type
Associate, Global Client Solutions
Builds
Custom investment portfolios for endowments, foundations, pension plans, and ultra-high net worth private clients
Domain
Investment Management / 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 consulting, familiarity with presentation tools
Responsibilities
Facilitate RFP processes and manage timelines; prepare proposals and pitch materials; coordinate prospect meeting logistics; support day-to-day private client relationship activities; maintain CRM records and track pipeline updates.
Seniority
Early-career Associate