Associate, RIA Relationship Management (East Coast)

Required

• 3–5 years of experience in financial services, wealth management, or asset management. Experience in the RIA channel, alternatives, or a client-facing role is a strong plus
• Deep comfort with Salesforce as a primary working tool: you can build and maintain a complete, accurate view of a relationship across multiple signals, create reports and dashboards, and use the data to prioritise and make decisions — not just log activity
• Strong analytical ability and confidence working with data: you can spot patterns, synthesize information from different sources, and present a clear picture to the team
• Demonstrated ability to use AI tools in day-to-day work: whether for research, drafting, analysis, or workflow — you already use them and can show it
• Strong relationship skills and the ability to hold credible, substantive conversations with senior investment professionals
• Highly organised and rigorous: you follow up, you take good notes, and you keep shared systems accurate without being asked
• A high degree of self-direction and ownership, and comfort operating in a fast-moving, entrepreneurial environment
• Ambition to build a long-term career in private markets, with this role as the starting point