Job Description Summary
For over forty years, Harbour Vest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners.
As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive.
The Private Client Group - Americas ("PCG") is part of the Investor Relations Team that is responsible for the fundraising activities of the Firm.
PCG focuses on delivering Harbour Vest's private markets solutions to the private wealth market primarily through financial intermediaries including wire-houses, regional broker-dealers, private banks, multi-family offices and registered investment advisors.
The Private Client Group is responsible for the distribution of Harbour Vest products the private wealth channel in the US, Canada and Latin America.
This role will be focused on raising capital in the US - Midwest region by developing and maintaining 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 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.
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).
Superior communication and presentation skills coupled with the requisite level of gravitas to effectively position Harbour Vest 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.