Overview:

Adams Street Partners is actively looking to expand their team to satisfy the needs of our growing client base. Preferred location is New York or Chicago. This “client focused” senior associate will be central resource and relationship manager for their assigned territory. This position will provide a superior level of service to our prospective and existing investors across a diverse mix of private wealth channels including private banks, wirehouses, independent broker dealers, RIAs and family offices. This person will assist in managing distribution relationships by facilitating business production, creative selling, and problem resolution. Given Adams Street’s collaborative culture, this role requires exceptional organizational and client servicing skills, with the ability to successfully manage multiple fundraising initiatives and other priorities to support a growing business.  

Responsibilities include, but are not limited to:

• Prospecting new clients, services existing clients, and meeting coordination alongside external partner(s)
• Builds and maintains strong relationships with team members to establish and achieve sales targets. Serves as the initial contact for problem resolution. Research accounts and/or elevates issues to solve problems
• Use of SalesForce CRM for all interactions that leads to reports on sales activity and production as required
• Maintains successful relationships with colleagues including but not limited to the broader investor relations team, investment teams, product strategy, client operations, marketing and investment strategy and risk management.
• Develop and maintain strong knowledge of Adams Street product offerings, industry trends, competitive landscape, and the universe of prospective clients across assigned regions
• Consistently looks for “value adds” through service and selling ideas
• Prepare and deliver customized client-facing materials in response to prospective and existing client requests
• Identifies leads for new relationships within private wealth.

Requirements:

We seek an individual who is self-disciplined, detail-oriented, demonstrates creative thinking and has the following characteristics:

• Bachelor’s degree
• 2-4 years’ experience as an internal salesperson
• Knowledgeable about private market investment strategies
• Strong phone and interpersonal communication skills (verbal and written)
• Possesses the ability to plan, organize, develop, and deliver effective plans / presentations to a targeted audience.
• Knowledge of HNW/UHNW investors and/or family offices preferred.
• Graduated from a top-tier undergraduate university, ideally with a business focus. CFA/CAIA preferred.