Global Private Wealth, Strategic Accounts – Platform Enablement, Senior Associate

Job Description Summary

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.

We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.

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. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.

We are hiring a Global Private Wealth - Investor Relations, Platform Enablement Associate . 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 Platform Enablement 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 is

Knowledgeable about private markets and private wealth distribution

Highly motivated, organized, and detail-oriented

Capable of managing multiple workstreams under tight timelines

Committed to producing high-quality work and maintaining strong attention to detail

A team player who collaborates effectively with others

What you will do

Platform & Relationship Execution

Support onboarding activities with distribution partners

Collaborate with Legal, Compliance, Operations, and Marketing to ensure client requirements are met

Track and manage agreement terms, documentation, and key deliverables across relationships

Serve as key point of coordination across internal teams to ensure alignment and timely execution

Strategic Cross-Functional Collaboration

Partner closely with Marketing team to support the development and execution of platform-specific initiatives, campaigns and conference attendance

Support the rollout of new products, initiatives, and platform enhancements by coordinating across relevant internal groups

Partner closely with the Client Service team to ensure a high standard of responsiveness and execution across platform relationships, and serve as point of coordination for complex client service matters

Monitor service delivery against partner expectations and identify opportunities to enhance the overall client experience

Platform Communications & Materials

Support preparation and submission of RFPs, DDQs, and ad hoc due diligence requests with accuracy and attention to detail

Coordinate and create presentation materials for meetings and platform operational due diligence sessions, including onsite visits

Partner with senior team members to tailor messaging for specific platforms and audiences

Data, Reporting & Internal Coordination

Maintain and update data in the CRM system and internal tracking documents to ensure accurate tracking of platform relationships and engagement activity

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

Support internal communication and preparation for senior-level meetings and updates

What you bring

Ability to work independently as well as collaboratively as part of a team

Excellent communication skills, both written and verbal

Strong interpersonal skills and a client-service orientation

Education Preferred

Bachelor of Arts (B.A.), Bachelor of Science (B.S), or equivalent experience

Experience

2-4 years of experience in wealth/asset management, preferably in alternative investments.

#LI-Hybrid

Base Salary Range

$100,000.00 - $110,000.00

This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus eligibility, total compensation may include participation in long-term reward programs (typically for more senior-level roles). We also offer a comprehensive total rewards package that may include retirement contributions, health insurance, income protection, paid time off and leave benefits as well as well-being programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.