Associate, Global Private Wealth, National Accounts - Platform Enablement

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. 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.

Harbour Vest 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 four days per week and take one remote day weekly (typically 13 weeks per quarter), leaving five additional remote days to be used as needed.

We are hiring an Associate, Global Private Wealth, National Accounts – Platform Enablement. 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 team is responsible for developing and growing Harbour Vest’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.

• Knowledgeable about private markets and private wealth distribution
• Highly motivated, organized, and detail‑oriented
• Capable of managing multiple work streams under tight timelines
• Committed to producing high‑quality work and maintaining strong attention to detail
• A team player who collaborates effectively with others

• 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

• 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

• 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

• 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…