General Atlantic · 1 day ago
Associate, Private Wealth Client Coverage
NYC Metro Area
Full-time
Onsite
Entry, Mid Level
$135K/yr - $155K/yr
2+ years expGeneral Atlantic is a leading global investor with extensive experience in providing capital and strategic support. The Associate will support financial advisor client coverage across an assigned U.S. region, working closely with regional leads to foster relationships and drive fundraising initiatives.
FinanceFinancial ServicesVenture Capital
Responsibilities
Partner with Private Wealth Client Coverage regional leads to develop new, foster, and maintain relationships with financial advisors at leading private wealth management platforms (e.g., private banks and wirehouses), supporting fundraising across General Atlantic’s product suite
Execute proactive outbound sales activity to both existing and prospective financial advisor allocators to educate them on General Atlantic’s strategies and drive new fundraising opportunities
Assist in the management of territory coverage and financial advisor sales pipeline in a highly organized and data‑driven manner, leveraging analytics to prioritize engagements, track progress, and optimize marketing efforts within assigned regions
Conduct timely and detailed follow‑up after advisor and client interactions, ensuring delivery of tailored materials and responses to information requests
Maintain accurate, high‑quality CRM records of contacts, activities, meeting notes, and pipeline as well as assist in the preparation of regular reports on financial advisor engagement, territory activity, and fundraising progress for Capital Solutions leadership
Develop and maintain deep product and market expertise across General Atlantic’s investment capabilities and structures (including both private funds and evergreen vehicles), while communicating complex private markets and alternative investment concepts in a clear, concise manner to financial advisors and their end clients
Effectively coordinate across internal teams and wealth platform partners to help organize roadshows, webinars, conferences, and advisor education events; managing planning, logistics, materials, and follow‑up to maximize financial advisor participation and engagement
Build and sustain ongoing connectivity with financial advisors through consistent phone and email touchpoints, helping to deepen relationships, address client service inquiries, and support product update and review calls in partnership with senior client coverage
Qualification
Required
Bachelor's degree required; progress toward CFA and/or CAIA charters preferred
Minimum 2+ years of investment product sales experience working with financial advisors at leading wealth management firms (wirehouses, private banks, RIAs or independent broker-dealers), ideally with experience in private market, alternative investment strategies and products
Strong understanding of financial markets and investment strategies, including familiarity with private market alternative asset classes and both private and evergreen fund structures (e.g., private funds, interval funds, BDCs, REITs, evergreen structures)
Excellent communication skills: presentation, written and interpersonal, with the professionalism and presence to represent General Atlantic and its capabilities to financial advisors and their end clients
Strong organizational skills, high attention to detail and strong work ethic
Highly motivated with ability to work independently, set priorities and meet deadline and fundraising goals
Ability to work in a team-oriented sales environment with a collaborative and transparent mindset
Benefits
Comprehensive health, dental, and vision insurance plans
Retirement savings plan with employer matching
Professional development opportunities and ongoing training
Collaborative and inclusive work culture with opportunities for advancement
Medical insurance
Retirement savings contributions
Mental and physical health resources
Equal pay program
Annual discretionary bonuses
Long-term incentive programs
Company
General Atlantic
General Atlantic is a private equity firm that provides capital and strategic support for growth companies.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
William E. Ford
Chairman & Chief Executive Officer
Richard Gold
Senior Vice President- Finance, Greenwich
Recent News
2026-02-05
DealStreetAsia
2026-02-04
Company data provided by crunchbase