National Accounts Associate, Global Private Wealth - ...

HarbourVest National Accounts Associate For over forty years, HarbourVest 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. Here, you will be encouraged to build on your strengths and acquire new skills and experiences. HarbourVest is an equal opportunity employer. This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. The principal function of this role is to support the Global Private Wealth National Accounts team in the management and enhancement of private wealth intermediary relationships. The Global Private Wealth National Accounts team is responsible for developing and growing HarbourVest's client base in the wealth channel through new platform relationships and through increased engagement with current clients. The National Accounts Associate will collaborate closely with senior team members to assist with day-to-day operational workflows related to onboarding new partners and maintaining platform infrastructure, producing high-quality presentation materials, fulfilling RFP/DDQ requests, and coordinating distribution partner activities. The Ideal Candidate Is Someone Who: Able to work independently as well as part of a team Has excellent communication skills, both written and verbal Has demonstrated working knowledge of private markets and private wealth distribution Is highly motivated, organized and detail-oriented Has strong interpersonal skills and client service orientation Manages time and projects effectively What You Will Do: Platform and Operational Support Support onboarding activities with distribution partners Collaborate with Legal, Compliance, Operations, and Marketing to ensure platform requirements are met Assist in tracking agreement terms, documentation, and operational deadlines National Accounts & Distribution Partner Support Coordinate and create presentation materials for meetings and platform due diligence sessions, including onsite visits Collaborate with internal teams to prepare, draft, and submit RFPs, DDQs, and ad-hoc due diligence requests Assist with the organization and execution of fundraising campaigns, roadshows, webinars, and events Support senior team members in managing relationships with national account platforms Data, Reporting & Internal Coordination Maintain and update data in the CRM system and internal tracking documents to ensure accurate contact information and client coverage, as appropriate Work with the Commercial Operations team to optimize marketing campaigns, client reporting and underlying activity tracking Develop and enhance CRM reporting to maintain up-to-date, comprehensive coverage of all platform relationships Compile and analyze fundraising metrics, engagement trends, and platform pipeline activity And other responsibilities as required Education and Certifications BS/BA or equivalent FINRA Series 7 & 63 licenses required Work Experience 2-4 years of experience in wealth/asset management, preferably in alternative investments Salary Range: $109,000.00 - $141,000.00

Created: 2026-03-06