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Senior Associate, Wealth Management

Remote / Online - Candidates ideally in
New York City, Richmond County, New York, USA
Listing for: Adams Street Partners
Remote/Work from Home position
Listed on 2026-07-30
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below

Senior Associate, Wealth Management

Adams Street Partners ("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.

Adams Street Partners 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.

Responsibilities include, but are not limited to:

  • 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:

  • 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…
Position Requirements
10+ Years work experience
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