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Experience Level
Experience
Qualifications
The ideal candidate will possess a Bachelor's degree and have a strong interest in finance and business development. Excellent communication and interpersonal skills are essential, as well as the ability to work collaboratively in a fast-paced environment. Prior experience in sales or client management, particularly within the financial services industry, is a plus. A proactive attitude and a strong desire to learn and grow in the private equity space are crucial for success in this role.
About the job
Third Bridge Group Limited seeks a Business Development Associate to join the Private Equity team in New York. The position centers on building new client relationships and deepening existing connections within the private equity sector.
What you will do
Research and identify prospective clients in private equity
Understand client needs and suggest relevant Third Bridge services
Collaborate with senior colleagues to design and carry out business development initiatives
Support efforts to expand the client base and help achieve team objectives
About Third Bridge Group Limited
Third Bridge is a leading investment research firm that connects investors with industry experts. We are committed to providing our clients with the insights they need to make informed investment decisions. Our dynamic team is dedicated to fostering a culture of innovation and collaboration, ensuring that our employees thrive in their careers.
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TPG is a global alternative asset management firm with roots in San Francisco since 1992. The company invests across private equity, impact investing, credit, real estate, and market solutions. Collaboration and inclusion shape the way TPG serves investors, portfolio companies, and communities. The team’s diversity and commitment to transparency are central to its culture and investment approach. Role overview The Private Wealth Internal Sales Associate plays a key part in TPG’s Private Wealth fundraising. This New York-based role focuses on building and maintaining strong relationships with investors in assigned regions. The position involves reaching out to new prospects and keeping both current and potential investors informed about TPG’s portfolio and fund performance. What you will do Partner with regional sales leaders and internal investment specialists to support regional business strategies, emphasizing education and consultative engagement with advisors. Represent and uphold TPG’s reputation within the wealth management community. Communicate frequently with intermediary clients and prospects, serving as a subject matter expert on TPG’s alternative investment offerings. Develop relationships with financial advisors through proactive and responsive communication, including some in-person meetings within assigned territories. Gain a thorough understanding of TPG’s investment products and explain them clearly to stakeholders. Profile financial advisors to understand their business needs and challenges, aligning TPG’s solutions to fit their investment goals.
COMPANY OVERVIEWKKR is a premier global investment firm specializing in alternative asset management, capital markets, and comprehensive insurance solutions. We strategically aim to deliver exceptional investment returns through a patient, disciplined approach, leveraging top-tier talent and fostering growth within our portfolio companies and communities. Our investment funds encompass private equity, credit, and real assets, complemented by strategic partnerships managing hedge funds. KKR also provides retirement, life, and reinsurance products through our insurance subsidiaries, managed by Global Atlantic Financial Group. Our investments reflect the diverse activities of both our sponsored funds and insurance subsidiaries.TEAM OVERVIEWThe Global Client Solutions group ("KCS") is KKR's dedicated investor solutions team, established in 2009 to enhance relationships with existing and potential investors. The Global Wealth Solutions team is an integral part of KCS, focusing specifically on executing KKR's wealth distribution strategy and objectives.POSITION SUMMARYWe are seeking a dynamic and experienced Internal Sales Associate to collaborate with our External and Hybrid Relationship Managers, focusing on financial advisors at prominent private wealth management firms in their territories. The ideal candidate will exhibit a team-oriented mindset, possess a solid understanding of alternative asset classes across private and registered fund structures, and demonstrate a strong ambition for a sales-driven career. This role involves representing the KKR brand with institutional excellence, providing essential sales support to the Relationship Manager, and contributing to the growth of our client relationships. Additionally, the Internal Sales Associate will partner with distribution and product development teams, as well as investment teams across KKR's relevant business sectors.
About General AtlanticGeneral Atlantic is a premier global investor, boasting over 45 years of expertise in delivering capital and strategic support to more than 830 companies globally. Founded in 1980, we remain a committed partner to visionary founders and investors aiming to cultivate dynamic enterprises that create lasting value. Fueled by the belief that entrepreneurs can be transformative agents of change, we adopt a collaborative global approach, leveraging sector-specific knowledge, a long-term investment perspective, and deep insights into growth drivers to partner with and scale innovative businesses worldwide. Our firm utilizes patient capital, operational acumen, and a global network to bolster a diversified investment portfolio encompassing Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies. As of December 31, 2025, General Atlantic oversees approximately $123 billion in assets under management, with a workforce of over 900 professionals across 20 countries and five regions. For further details about General Atlantic, please visit: www.generalatlantic.com.Position SummaryThe Capital Solutions team at General Atlantic is dedicated to promoting the firm’s global investment strategies to institutional and private wealth investors around the world. This team oversees all dimensions of client coverage and the fundraising process, fostering relationships with both existing and potential investors.We are seeking a highly skilled Associate to join our Private Wealth Capital Solutions team located in New York. This role will focus on supporting financial advisor relationships across a designated U.S. region. The Client Coverage Associate will collaborate closely with regional Client Coverage leads to engage financial advisors within private bank and wirehouse wealth management platforms, offering proactive sales and client service support to enhance fundraising efforts and strengthen relationships with advisors across General Atlantic’s Growth Equity, Climate, Infrastructure, and Credit strategies in their designated territory. The successful candidate will work in tandem with senior members of General Atlantic’s global Capital Solutions team while partnering with colleagues throughout the firm to design and implement scalable fundraising initiatives, financial advisor engagement strategies, and client service programs within the private wealth sector.
Join our dynamic team as a Private Credit Associate in New York or San Francisco, where your analytical skills will play a pivotal role in driving investment success. In this collaborative environment, you will engage in fundamental credit analysis across diverse industries, conduct in-depth financial modeling, and facilitate private credit transactions, primarily focusing on direct lending and mezzanine opportunities. Your contributions will extend to preparing investment committee materials, conducting thorough due diligence, and presenting investment ideas. We seek a motivated individual who thrives in teamwork, possesses strong analytical acumen, and demonstrates unwavering integrity and a commitment to excellence.
Full-time|$85K/yr - $125K/yr|On-site|New York, New York, United States
Adams Street Partners is a leading global private markets investment manager, proudly managing $65 billion in assets. As a wholly employee-owned firm, we cultivate a distinctive culture characterized by collaboration, intellectual rigor, integrity, and a strong focus on professional development. For the eighth consecutive year, Adams Street has been recognized as one of Pension & Investments’ Best Places to Work in Money Management for 2025.Our employees function as a cohesive global team, leveraging the expertise of our investment professionals across five core strategies: primary investments, secondary investments, growth equity, private credit, and co-investments. Since our inception over 50 years ago, we have been recognized as pioneers in the private markets sector, earning our place in the Private Equity Hall of Fame in 2000.We serve a diverse clientele, including prominent public and corporate pension plans, foundations, endowments, insurance companies, registered investment advisors, and high net worth individuals across the globe. Our offices span major cities worldwide, including Abu Dhabi, Austin, Beijing, Boston, Chicago, Hong Kong, London, Munich, Menlo Park, New York, Seoul, Singapore, Sydney, Tokyo, and Toronto.Overview:Adams Street Partners is eager to grow our Wealth Management team to meet the demands of our expanding client base. This position, located in our New York office, is crucial for enhancing client relationships and will involve proactive engagement with potential clients through outreach strategies. The ideal candidate will deliver exceptional service to our existing and prospective investors across various private wealth channels, including private banks, wirehouses, independent broker dealers, RIAs, and family offices. Responsibilities will include managing distribution relationships, facilitating business production, and providing creative solutions to challenges. Given our collaborative culture, candidates must possess outstanding organizational and client service skills, with the ability to juggle multiple fundraising initiatives and support the growth of our business.Key Responsibilities:Generate new leads and prospect accounts through daily cold/warm calling, emailing, and utilizing LinkedIn.Collaborate with external partners to schedule both in-person and virtual meetings, while providing ongoing support throughout the sales cycle.Address impromptu needs of existing clients to enhance service delivery.
Role Overview NielsenIQ is seeking an Associate Director of Sales for Financial Services, with a concentration on Private Equity. This role centers on leading strategic sales efforts, building and maintaining relationships with key decision-makers, and driving revenue growth. The position is based in New York and operates within a collaborative team setting. What You Will Do Lead sales initiatives targeted at financial services clients, especially those in the private equity sector. Develop and strengthen relationships with stakeholders across client organizations. Identify client needs and present tailored solutions using deep knowledge of financial products. Work with cross-functional teams to deliver solutions that align with client objectives. Focus on achieving revenue targets and supporting overall business growth. What We Look For Demonstrated experience in sales management within financial services, with a focus on private equity preferred. Strong leadership skills and the ability to guide and motivate a sales team. Excellent communication abilities, both written and verbal. Proven track record of building client relationships and delivering high levels of service. Comfort working closely with colleagues from other teams to meet client needs.
Full-time|On-site|New York, New York, United States
Join our dynamic team at Pierce as a Product Manager in Private Wealth Management. In this pivotal role, you will leverage your expertise in product management to drive innovative solutions and enhance our offerings in the financial services sector.Education: A Bachelor’s Degree is required.Experience: 5+ years in product management within the financial services industry; wealth management experience is a plus.Communication: Exceptional verbal and written skills are a must, including the ability to effectively lead calls and training sessions.Analytical Skills: Demonstrated analytical and problem-solving abilities, with a knack for synthesizing diverse requirements.Attention to Detail: Strong logical and analytical thinker with meticulous attention to detail.Accountability: A proven track record of personal accountability and teamwork, ensuring products are delivered timely and meet quality standards.Problem-Solving: Ability to dissect complex problems and processes, document workflows, and communicate solutions clearly.Integrity: A commitment to excellence and a high level of integrity in all work.Proactivity: A proactive mindset with a willingness to take initiative, identify potential risks, and propose effective solutions.Adaptability: Flexibility to thrive in a fast-paced, dynamic environment while collaborating with cross-functional teams and stakeholders.Time Management: Capability to balance high-quality work with tight deadlines.
About MosaicMosaic is an innovative AI-powered deal modeling platform designed for the private equity sector, trusted by top-tier investors and advisors such as Warburg Pincus, CVC, New Mountain, and Evercore. Our platform streamlines and standardizes essential deal analyses—like LBOs and DCFs—allowing investment teams to accelerate processes, minimize spreadsheet risks, and allocate more time to strategic investment decisions.Combining deterministic, rules-based calculations with AI-enhanced automation, Mosaic delivers consistent, audit-ready outputs that private equity, private credit, and investment banking teams can rely on for billion-dollar transactions.At Mosaic, we are committed to creating the AI-driven operating system for the world’s most sophisticated investors and their advisors. As we expand rapidly, we are actively seeking talent across engineering, product development, customer enablement, and go-to-market teams.For those eager to be at the crossroads of high finance and cutting-edge technology, Mosaic presents a unique opportunity to influence the industry landscape for years to come.Discover more about our journey:BloombergFinancial TimesNY PostAbout the RoleAs a Go-To-Market Associate on the Private Equity team, you will play a pivotal role in driving Mosaic’s growth by establishing long-term relationships with both existing and prospective clients. You will guide them through product adoption and identify new opportunities to expand our reach within their firms.You will manage client engagements from initiation through to completion, including introductory calls, onboarding, training, and assisting elite private equity firms in automating their Investment Committee processes. Leveraging your expertise in private equity, you will serve as a trusted advisor, aligning Mosaic’s capabilities with practical workflows and integrating our platform with traditional Excel models used by some of the largest and most sophisticated firms in the industry.
Full-time|$225K/yr - $315K/yr|On-site|New York, NY
Ice Miller LLP is actively searching for a dynamic Private Equity Associate to join our esteemed practice group in New York. The ideal candidate will possess three to five years of relevant experience in the private equity sector.About the Role: As a key member of our team, you will engage with middle-market private equity funds, independent sponsors, and family offices, navigating leveraged buyouts and assisting family-owned businesses and entrepreneurs with sell-side M&A transactions. Candidates should demonstrate exceptional written and verbal communication skills, embody a collaborative spirit, and exhibit a proactive, self-starting attitude, complemented by strong academic credentials.Your Responsibilities: In this role, you will take the lead on M&A transactions, providing expert guidance to clients throughout intricate deals from inception to completion. You will work closely with colleagues from various practice groups and offices, leveraging the extensive resources of an AM Law 200 firm while enjoying the supportive culture of a smaller office. We are committed to fostering your professional development through structured training, increasing responsibilities, and active involvement in business development initiatives, enabling you to shape your practice and future.
About the Role Point72 Asset Management, L.P. is hiring an Associate for Private Credit Valuation in New York. This position focuses on analyzing and valuing private credit investments. The Associate plays an important part in supporting accurate investment assessments that help drive results for clients.
Join Luxemedia LLC as an Advertising Sales Associate Intern or Volunteer! This is a fantastic opportunity to gain hands-on experience in the dynamic world of advertising sales. You will work closely with our experienced team to learn about various advertising strategies, client engagement, and market analysis.Your role will involve supporting our sales team in identifying potential clients, conducting market research, and assisting in the development of sales presentations. This is an excellent chance to enhance your skills in a fast-paced environment and understand the intricacies of advertising sales.
Role overview Third Bridge Group Limited seeks a Business Development Associate to join the Private Equity team in New York. The position centers on building new client relationships and deepening existing connections within the private equity sector. What you will do Research and identify prospective clients in private equity Understand client needs and suggest relevant Third Bridge services Collaborate with senior colleagues to design and carry out business development initiatives Support efforts to expand the client base and help achieve team objectives
Join our dedicated wealth management team as a Wealth Advisor, where you will collaborate closely with clients to develop tailored wealth strategies that resonate with their unique goals and values. Our mission is to build lasting partnerships with clients, creating financial strategies that address their needs today and prepare for their future. A successful Wealth Advisor will excel in active listening, embody a team-oriented mindset, and possess a strong desire for professional and personal growth.Key ResponsibilitiesCollaborate with the wealth advisory team to deliver comprehensive wealth management solutions to high net worth clients.Develop detailed and customized financial plans and portfolios through extensive research and analysis of client needs.Foster and maintain robust client relationships, ensuring that all questions and needs are proactively addressed.Work efficiently with your team and leverage available resources to fulfill client requests and keep information up to date.Engage actively in acquiring new clients by leveraging strategic partnerships and community involvement.Commit to ongoing education, training, and talent development across all levels, including mentoring new associate advisors and client service associates.QualificationsA Bachelor’s degree is required.5+ years of relevant experience in financial planning, accounting, legal, or related fields.Must possess Series 65, CFP, or CFA certification.Skills & KnowledgeExperience in wealth management, particularly in fee-based consulting, tax, mutual funds, and financial planning.Prior experience working with high net worth or ultra-high net worth clients.Proficiency in financial planning and investment software (e.g., eMoney, MoneyGuide Pro).Exceptional interpersonal, relationship management, and communication skills.Proven track record in talent development, including training and mentoring new staff.Strong organizational and time management capabilities, adept at managing multiple priorities in a fast-paced environment.Meticulous attention to detail.
Full-time|$400K/yr - $460K/yr|On-site|New York City, New York
The Company You’ll JoinCarta connects founders, investors, and limited partners through innovative software tailored for the venture capital, private equity, and private credit sectors. With over 65,000 companies in more than 160 countries relying on our platform, we provide the essential tools needed to build, invest, and scale with confidence.Our Fund Administration platform supports over 9,000 funds and SPVs, managing nearly $185 billion in assets. Designed to enhance the strategic impact of fund CFOs, our solutions have received accolades from Fortune, Forbes, Fast Company, Inc., and Great Places to Work, showcasing our commitment to reshaping private market infrastructure.Together, we are creating an end-to-end ERP platform tailored for private markets. Traditional ERP solutions often fall short for Private Funds, necessitating a comprehensive software solution that replaces outdated spreadsheets and disconnected service providers. Carta's software is revolutionizing private markets to mirror the efficiency of public markets, providing a unified ERP for private capital.For more about our culture and work environment, please visit our Carta careers page.The Team You’ll Work WithAs the Director of Sales for our Private Equity - Fund Administration team, you will spearhead the development and execution of strategic initiatives aimed at driving growth across our suite of Fund Administration solutions tailored for Private Equity, Private Credit, and Real Estate Funds. You will lead, mentor, and manage a high-performing team of sales professionals, guiding them in presenting our comprehensive product offerings, including Fund Administration, portfolio management, analytics, investor management, and more.In this leadership role, you will oversee a consultative sales process that highlights the advantages of our premier fund administration platform and services, customized to meet the evolving reporting needs of our clients. You will champion our technology to ensure it aligns with the requirements of both fund GPs/Admins and their investors/LPs. This position offers the unique opportunity to collaborate cross-functionally with product, marketing, and client success teams to drive product adoption and market expansion.The Problems You’ll SolveYour primary challenge will be to drive new business growth within our Private Equity Investors sales motion, focusing on month-over-month and year-over-year net new ARR growth.
Full-time|$315K/yr - $375K/yr|On-site|New York, NY
Ice Miller LLP is actively seeking a talented mid to senior-level associate to enrich our dynamic private equity practice group in New York. The ideal candidate will possess between five (5) and eight (8) years of relevant experience. About the Role: In this role, successful candidates will engage with middle-market private equity funds, independent sponsors, and family offices, focusing on leveraged buyouts as well as advising family-owned businesses and entrepreneurs on sell-side M&A transactions. Exceptional written and verbal communication skills are essential, alongside a collaborative spirit and a self-starting attitude, complemented by strong law school credentials and references. Key Responsibilities: You will be an integral part of our team, gaining hands-on experience as the lead attorney on M&A transactions, guiding clients through intricate deals from inception to completion. You will collaborate closely with colleagues across various practice groups and offices, leveraging the extensive resources of an AM Law 200 firm while enjoying the supportive culture of a small office environment. We are committed to your professional growth, providing structured training and increasing responsibilities that align with your development. With a clear path for career advancement and encouragement to engage in business development, you will have the chance to shape your practice and future.
Full-time|$175K/yr - $240K/yr|On-site|New York, United States
ABOUT SOTHEBY'SFounded in 1744, Sotheby’s stands as the world's foremost destination for art and luxury. We facilitate access to and ownership of extraordinary art and luxury items through auctions and buy-now platforms, including private sales, e-commerce, and retail. Our globally trusted marketplace is powered by a cutting-edge technology platform and a network of specialists across 40 countries and 70 categories, including Contemporary Art, Modern and Impressionist Art, Old Masters, Chinese Works of Art, Jewelry, Watches, Wine and Spirits, Design, collectible cars, and real estate. Sotheby’s is committed to the transformative power of art and culture, aiming to enhance inclusivity, sustainability, and collaboration in our industries.THE ROLEThe Director of Private Jewelry Sales for North America will spearhead Sotheby’s private jewelry sales segment, managing high-value transactions involving exceptional gemstones, signed pieces, and rare collectibles. This executive role demands a seasoned professional with profound market insight, a robust industry network, and a proven history of facilitating multimillion-dollar private jewelry sales.
Join Titan as a Senior Wealth Advisor and be at the forefront of reshaping wealth management. In this pivotal role, you will collaborate closely with our Director of Wealth Advisory to bridge our Investment Management and Product teams, ensuring a seamless investment experience for our clients. Your primary focus will be on empowering clients with superior investment outcomes while enhancing their financial literacy. At Titan, we pride ourselves on challenging conventional investment paradigms and leveraging technology to revolutionize the advisor-client relationship. This is more than just a job; it's an opportunity to make a significant impact on our generation's financial future.
Full-time|On-site|New York, New York, United States
Role Overview Mercer Advisors is hiring a Senior Wealth Advisor in New York, NY. This role centers on guiding clients through their financial journeys with thoughtful advice and personalized planning. The Senior Wealth Advisor works directly with a varied group of clients, shaping investment strategies and crafting financial plans that reflect each client’s unique goals. What You Will Do Develop and maintain long-term relationships with clients Advise clients on investment options and financial planning Create tailored strategies to help clients pursue their financial objectives Support clients as they navigate complex financial decisions Who We’re Looking For Experience in wealth management or financial advising Strong commitment to client service Ability to communicate complex financial concepts clearly Proactive approach to building and sustaining client relationships
Full-time|$60K/yr - $60K/yr|On-site|New York City, NY
Join Our Team at Modera Wealth Management! At Modera Wealth Management, we pride ourselves on being an independent, fee-only advisory firm dedicated to positively transforming the financial lives of our clients through thorough financial planning and strategic investment management. Since our inception in 1983, we have cultivated an environment that fosters career growth, offering pathways from entry-level positions to ownership roles. With over 200 employees across 19 offices on the East Coast, we manage over $15 billion in assets for more than 6,000 clients, including individuals, families, and businesses. Our commitment to personalized client service, combined with our professional excellence and approachable culture, sets us apart in the industry. Position Overview: We are currently seeking a Planning Associate to support our lead advisors in our New Providence, NJ office, with a focus on delivering exceptional client service. Key Responsibilities: Assist lead advisors in providing outstanding client service across various activities, including onboarding new assets. Ensure timely and accurate completion of tasks while managing multiple projects and keeping team members informed. Help prepare for client meetings and documentation. Draft client Investment Policy Statements and asset allocation reports. Communicate effectively with clients, their accountants, and attorneys, both verbally and in writing. Attend client meetings to support documentation and follow-up actions. Be flexible and assist with visitor management, phone calls, and meeting schedules as needed. Long-Term Duties and Responsibilities: Conduct comprehensive client interviews to collect personal financial information and establish planning objectives. Develop holistic financial plans that cover investment strategies, taxation, retirement, estate planning, executive compensation, risk management, cash flow, and educational funding. Guide clients in the execution of their financial plans. Participate in client meetings to support the main relationship manager. Analyze and interpret investment allocation trading reports. Collaborate with the client service team to enhance client service activities. Willingness to travel occasionally may be required.
About the RoleThe New York office of Clifford Chance is excited to announce an opportunity for an Associate Attorney specializing in M&A within our esteemed Private Equity group. This position offers a unique chance to engage with diverse clients and complex transactions in a collaborative environment.
Mar 6, 2026
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