Adams Street Partners · 3 hours ago
Analyst or Associate, Wealth Management (Internal Sales)
New York, NY
Full-time
Onsite
Entry, Mid Level
$85K/yr - $125K/yr
1+ years expAdams Street Partners is a global private markets investment manager with a commitment to professional development and collaboration. They are seeking an Analyst for their Wealth Management team to manage client relationships and generate new leads through outreach efforts.
Asset ManagementFinanceFinancial ServicesVenture Capital
Responsibilities
Generating new leads and prospecting accounts through cold/warm calling, emailing, LinkedIn, etc. daily
Working in sync alongside external partner(s) to help schedule both in-person and virtual meetings throughout their respective territory, in addition to providing continued support on prospect follow-up throughout the sales cycle
Servicing existing clients with impromptu needs and being readily available to handle time sensitive inquiries
Building and maintaining strong relationships with team members to establish and achieve sales targets
Utilizing SalesForce CRM for all interactions that lead to reports on sales activity and production as required
Actively reviewing the team’s opportunity pipeline to accurately reflect the latest developments across our prospective and client accounts
Maintaining successful relationships with colleagues including but not limited to the broader investor relations team, investment teams, product strategy, client operations, marketing and investment strategy and risk management
Developing and maintaining a strong knowledge base of Adams Street product offerings, industry trends, competitive landscape, and the universe of prospective clients across assigned regions
Consistently looking for 'value adds' through service and selling ideas
Preparing and delivering customized client-facing materials in response to prospective and existing client requests
Qualification
Required
Bachelor's degree, ideally with a business focus
1-4 years' experience as an internal salesperson
Knowledgeable about private market investment strategies and genuinely curious about public/private market news
Strong phone and interpersonal communication skills (verbal and written)
Self-starter who loves to go above and beyond expectations
Possesses the ability to plan, organize, develop, and deliver effective plans / presentations to a targeted audience
Preferred
CFA/CAIA preferred
Knowledge of HNW/UHNW investors and/or family offices preferred
Benefits
Medical, dental, and vision coverage
401(k) with immediate vesting and employer match
Profit sharing
Flexible spending accounts (FSA)
Paid parental leave, including adoption
Generous paid time off
Commuter benefits
Employer-paid short- and long-term disability and life insurance
Access to additional voluntary benefits
Company
Adams Street Partners
Adams Street Partners operates as a global private market investment management firm.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Alicia Pando
Chief Technology Officer
Lena Pugh
Vice President
Recent News
2026-01-24
Electronic Payments International
2026-01-22
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