USASenior Associate, Wealth Management
1 мес. назад
USASenior
Senior associate role in wealth management at a global private markets investment manager.
Обязанности
- Develop and maintain deep knowledge of Adams Street's commingled fund and registered product offerings, industry trends, the competitive landscape, and key wealth channel partners to support sophisticated client conversations.
- Create customized presentations, due diligence materials, market updates, fund updates, and other client communications.
- Own recurring and ad hoc client requests for strategic home office relationships, including quarterly and monthly reporting, portfolio reviews, custom analyses, product inquiries, and performance requests.
- Lead the onboarding of Adams Street products onto wealth platforms, coordinating internal stakeholders and preparing all required diligence materials, presentations, RFIs/RFPs, and follow-up communications.
- Coordinate operational setup and ongoing support for products launched on wealth platforms.
- Support servicing workflows for registered products and evergreen vehicles, helping ensure a seamless client experience.
- Partner closely with internal and external sales professionals to support fundraising efforts by coordinating each client's unique requirements.
- Help identify opportunities to improve client servicing processes, develop scalable solutions, and contribute to the continued evolution of Adams Street's rapidly growing wealth platform.
- Gather competitive intelligence and monitor industry events and trends.
- Requirements: We are seeking a high-performing, intellectually curious professional who thrives in a fast-paced, client-focused environment. The ideal candidate combines exceptional attention to detail with outstanding judgment, ownership, and a passion for delivering an extraordinary client experience.
- Demonstrates a strong client-first mindset, a sense of ownership, and a commitment to delivering exceptional service to sophisticated institutional and wealth management clients.
- Proven ability to manage multiple high-priority initiatives simultaneously while maintaining quality and responsiveness.
- Experience in private markets, preferably in a client-facing or supporting role.
- A highly-motivated self-starter with the ability to work independently and within a team context.
- Strong written and verbal communication
- 4+ years’ professional experience, ideally within wealth management or other client-facing roles
- Knowledge of HNW/UHNW investors and/or the wealth management ecosystem.
- Ability to synthesize complex information and prepare technical materials in a timely manner.
- Exceptional attention to detail, highly organized and able to prioritize and meet deadlines.
- Technically proficient in Word, PowerPoint, and Excel (Pivot Tables, VLOOKUP). Salesforce a plus.
- A professional presence combined with exceptional communication skills to interact effectively with internal teams and external parties.
- Graduated from an undergraduate and/or post graduate university with a strong academic record, ideally with a business focus.
- CFA/CAIA preferred.
- We offer a competitive U.S. benefits package designed to support health, financial security, and work-life balance. Highlights include medical, dental, and vision coverage; a 401(k) with immediate vesting and employer match; profit sharing; flexible spending accounts (FSA); and paid parental leave, including adoption. Employees also receive generous paid time off, commuter benefits, employer-paid short- and long-term disability and life insurance, and access to additional voluntary benefits.
Другое
- (“Adams Street”) is a global private markets investment manager that has nearly $73 billion* in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to professional development. For the eighth year in a row, Adams Street was named one of Pension & Investments’ Best Places to Work in Money Management in 2025.
- Employees operate as a single global team, integrating the expertise of the firm’s investment professionals across five strategies: primary investments, secondary investments, growth equity, private credit, and co-investments. Adams Street is considered a private markets pioneer and was inducted into the Private Equity Hall of Fame in 2000.
- The firm was founded more than 50 years ago, and clients include leading public and corporate pension plans, foundations, endowments, insurance companies, registered investment advisors, and high net worth individuals worldwide.
- Adams Street has offices in Abu Dhabi, Austin, Beijing, Boston, Chicago, Hong Kong, London, Munich, Menlo Park, New York, Seoul, Singapore, Sydney, Tokyo and Toronto.
- * As of December 31, 2025. ’ methodology to calculate Assets Under Management (AUM) is based on fund net asset value (NAV), plus unfunded commitments, plus leverage, but excluding the effect of subscription lines of credit. The prior AUM methodology was based on investor commitments minus commitments to fully liquidated underlying partnerships. Such change in methodology was effective July 2026; however, for periods shown prior to December 31, 2025, Adams Street continues to use the previous methodology. This updated methodology more closely aligns with (i) the amount of assets managed on behalf of investors and (ii) the amount of capital available to make direct and/or partnership investments. Amounts stated by investment advisers in regulatory filings (“regulatory AU
- is seeking an exceptional Senior Associate to join its Wealth Management team in New York or Chicago. This role is responsible for delivering an outstanding client experience to the firm's largest and most strategic wealth management partners, including private banks, wirehouses, broker-dealers, RIAs, and family office platforms.
- Acting as the day-to-day relationship manager for key home office relationships, this individual will provide white-glove client service while partnering closely with Sales, Product Management, Marketing, Legal, PRA, Investment Teams and other internal stakeholders to coordinate complex client initiatives and deliver best-in-class support.
- This is an outstanding opportunity for a highly motivated, client-focused professional to join one of the Firm's fastest-growing businesses. As the platform continues to expand, this role will evolve alongside it, creating meaningful opportunities to take on broader responsibilities, help shape new processes, and make a lasting impact on the continued growth of the business.
- Given Adams Street’s collaborative culture, this role requires exceptional organizational and client servicing skills, with the ability to successfully manage competing priorities.