Wealth Product Management Associate

Job Description Summary

For over forty years, HarbourVest 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.

HarbourVest is an equal opportunity employer.

This position will be a hybrid work arrangement, which translates to 3 days minimum per week in the office.

Wealth Product Management Associate

HarbourVest is seeking an Associate to join our new Wealth Product Management team. This position is responsible for supporting the marketing and fundraising efforts of HarbourVest’s growing suite of evergreen products. This is an exciting opportunity for an individual to join a newly formed team in a dynamic and fast-growing part of HarbourVest. Product Management Associates are expected to be subject matter experts and develop detailed evergreen product and private wealth knowledge. Responsibilities include writing high quality content to respond to inquiries from clients and prospects, creating product marketing and educational content.

The Wealth Product Management team will partner closely with Account Managers, Client Service and the central HarbourVest Marketing and Communications Team to develop content. In the creation and updating of content, this candidate will also collaborate with specialist teams including Investment Performance, Accounting, Tax, Legal and Compliance.

Wealth Product Management Associates are also expected to develop internal talking points and maintain and update competitor analysis.

The ideal candidate is someone who:

• Has excellent written, comprehension, and verbal communication skills

• Has the ability to create high quality presentation content

• Is highly organised, a self-starter who thrives in a fast-paced, high-volume environment

• Has a very good understanding of marketing communication practices and sales processes

• Has a solid knowledge of financial markets, specifically private markets. Knowledge of evergreen products is a plus

• Is familiar with investment concepts and comfortable with numbers and analysis

• Is diligent with excellent project management skills

• Works well with a variety of people at all levels of the organisation, across all global locations
   

What you will do:
 Develop responses and respond to prospect and client inquiries: 40%

• Written product content: sales enablement requests, fundraising inquiries, client service requests and internal talking points. Using deep product and wealth expertise, this individual will be responsible for both developing new responses to client / prospect questions and RFPs, as well as leveraging existing content, using judgement to respond appropriately.

• Handle and complete requests by working independently and collaborating with subject matter authorities across the firm.

• Analyze the details of each request to ensure clarity, and answer the questions being asked by the prospect / client.

• Ensure that new content is shared across the team and added to Loopio RFP content library.

• Triage and respond to requests in an accurate and timely manner following workflow and standard processes. Deliver high quality and accurate responses on time.
   

Product Marketing: 40%

• Product marketing materials: presentations, factsheets, DDQs, FAQs etc. This individual will be responsible for developing new high quality presentation content that aids sales efforts and evolving this content to incorporate market and sales feedback.

• Produce topical content alongside internal teams, to drive brand building and client / prospect engagement. External content to include webinar materials (client updates and prospect content), digital copy and educational content.

• Work as an adaptable teammate who proactively assists with workload rebalancing and high-priority items, and collaborates with colleagues in other regions.

• Support compliance processes and guidelines for all materials, maintaining appropriate documentation.
   

Evergreen product work: 20%

• Build and maintain internal talking points for HarbourVest’s evergreen products.

• Maintain competitor analysis and positioning for HarbourVest products.

• Review and sign off on client reporting for HarbourVest’s evergreen products.
   

Education Preferred:

• BS/BA degree or equivalent
   

Experience:

• 3-5 Years of product marketing, product specialist, RFP, sales enablement, sales support, or equivalent marketing experience. Investment management, financial services, or private markets experience preferred. Evergreen fund experience a plus.

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