Analyst or Associate, Wealth Management… at Adams Street… · New York

Summary: Adams Street Partners is a global private markets investment manager with a commitment to professional development and collaboration. They are seeking an Analyst for their Wealth Management team to manage client relationships and generate new leads through outreach efforts. Responsibilities: - Generating new leads and prospecting accounts through cold/warm calling, emailing, LinkedIn, etc. daily - Working in sync alongside external partner(s) to help schedule both in-person and virtual meetings throughout their respective territory, in addition to providing continued support on prospect follow-up throughout the sales cycle - Servicing existing clients with impromptu needs and being readily available to handle time sensitive inquiries - Building and maintaining strong relationships with team members to establish and achieve sales targets - Utilizing SalesForce CRM for all interactions that lead to reports on sales activity and production as required - Actively reviewing the team’s opportunity pipeline to accurately reflect the latest developments across our prospective and client accounts - Maintaining 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 - Developing and maintaining a strong knowledge base of Adams Street product offerings, industry trends, competitive landscape, and the universe of prospective clients across assigned regions - Consistently looking for 'value adds' through service and selling ideas - Preparing and delivering customized client-facing materials in response to prospective and existing client requests Required Qualifications: - Bachelor's degree, ideally with a business focus - 1-4 years' experience as an internal salesperson - Knowledgeable about private market investment strategies and genuinely curious about public/private market news - Strong phone and interpersonal communication skills (verbal and written) - Self-starter who loves to go above and beyond expectations - Possesses the ability to plan, organize, develop, and deliver effective plans / presentations to a targeted audience Preferred Qualifications: - CFA/CAIA preferred - Knowledge of HNW/UHNW investors and/or family offices preferred Required Skills: CFA/CAIA, Private market investment knowledge, SalesForce CRM Important Skills: Internal sales experience, Communication skills Nice-to-Have Skills: Client servicing skills, HNW/UHNW investors, Organizational skills, Creative thinking, Presentation skills Benefits: Medical, dental, and vision coverage, 401(k) with immediate vesting and employer match, Profit sharing, Flexible spending accounts (FSA), Paid parental leave, including adoption, Generous paid time off, Commuter benefits, Employer-paid short- and long-term disability and life insurance, Access to additional voluntary benefits