HarbourVest Partners · 2 days ago

Principal, Investor Relations - US Private Client Group (Midwest)

Boston, MA

Full-time

Remote

Lead/Staff

10+ years exp

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Responsibilities

Develop 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.

Qualification

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Financial investment strategiesAlternative asset classesCapital Markets KnowledgeRelationship managementSales experienceCFA certificationCAIA certificationSIE licenseSeries 7 licenseSeries 63 licenseCRM proficiencyHigh accountabilityCollaborative

Required

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.

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.

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.

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.

Demonstrated 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.

10+ 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.