Associate, Capital Solutions - Private Wealth Client Coverage

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.

iCapital Network is seeking a dynamic and driven Assistant Vice President / Associate to become a vital member of our iCapital Solutions team, focused specifically on enhancing our Enterprise Wealth relationships. In this pivotal role, you will support the management of our existing Enterprise Wealth clients, ensuring the comprehensive delivery and execution of our extensive offerings across all asset classes. Our team is dedicated to understanding client needs and collaborating with various departments to provide tailored solutions and exemplary client service.Key ResponsibilitiesFacilitate the development and strengthening of relationships with wealth managers.Gain expertise in enterprise technology solutions and promote the adoption of our technology platform.Drive daily engagement with Enterprise Wealth clients, ensuring top-tier service delivery and execution.Collaborate with Client Management associates across iCapital Solutions to implement strategic initiatives aimed at maximizing client engagement.

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.

Join our dynamic team as a Consultant specializing in Capital Markets and Wealth Management. At Capco, we empower financial institutions to innovate and overcome their challenges. As a Consultant, you will leverage your expertise to provide strategic insights, drive impactful solutions, and contribute to the success of our clients. This is your opportunity to make a significant impact in a fast-paced environment.

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 the Role iCapital Network is seeking a skilled Vice President to enhance our Structured Investments team. In this pivotal role, you will spearhead the development and management of our structured investments ecosystem on the SIMON technology platform for our esteemed clients. This collaborative team works with leading investment banks, broker-dealers, private banks, and registered investment advisors across the United States. Your leadership will be essential in shaping and executing our strategy in the structured investments market while fostering relationships with both new and existing partners. Responsibilities Contribute to the formulation and implementation of the firm’s strategic objectives in support of the Structured Investments business line. Forge and nurture relationships with investment banks, third-party distributors, and other key partners to elevate our product offerings. Ensure alignment across various industry groups to deliver a comprehensive platform solution that effectively meets stakeholder needs. Lead project initiatives while providing exceptional analytical support to team members. Aggregate, maintain, and conduct thorough analysis of large datasets with an acute attention to detail. Create impactful presentations infused with data and analysis for internal discussions and projects. Collaborate with the Client Solutions team to establish meaningful metrics for success. Partner with internal technical teams to design product offerings that align with client requirements. Drive continuous process improvement by leveraging technology innovations.

COMPANY OVERVIEWKKR & Co. Inc. is a prominent global investment firm specializing in alternative asset management, capital markets, and insurance solutions. Our mission is to deliver compelling investment returns through a disciplined and patient investment strategy, leveraging top-tier talent, and fostering growth in our portfolio companies and the communities we serve. KKR manages investment funds that focus on private equity, credit, and real assets, and collaborates with strategic partners to manage hedge funds. Additionally, KKR’s insurance affiliates, under Global Atlantic Financial Group, provide retirement, life, and reinsurance products.POSITION SUMMARYWe are on the lookout for a skilled quantitative investment professional at the Analyst/Associate level to join our Portfolio Construction team. This team is tasked with:Developing portfolio construction recommendations for KKR’s extensive portfolios with over $720 billion in assets under management (AUM).Overseeing risk management across KKR’s Private Market and Credit portfolios while sharing insights with senior investors and executive leadership.Providing asset allocation guidance for diverse multi-asset client initiatives including strategic partnerships, multi-asset structured products, and allocation-based marketing strategies.The ideal candidate will focus on portfolio construction initiatives for KKR’s Credit portfolios and asset allocation for our multi-asset mandates. This role offers high visibility, allowing frequent interaction with KKR senior management, necessitating clear synthesis of information. You will also contribute to proprietary models in less standardized asset classes, requiring creativity and innovative thinking. The successful candidate must be technically proficient and collaborative, contributing to our high-performance team. This position is based in New York.

Join Greenbacker Capital as a Pre-MBA Associate in Credit, where you will engage with cutting-edge financial strategies and support our mission of sustainable investments. In this role, you will work closely with seasoned professionals, gaining invaluable experience in the credit sector while impacting the growth of our dynamic firm.

About Wealth.com Wealth.com is an advanced planning platform serving a broad range of clients in wealth management. Trusted by major financial institutions, the company blends proprietary AI with deep technical expertise. Recent recognition includes: Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards 2024 Best Technology Provider in the Trust category Top estate planning market share in the 2025 Kitces AdvisorTech Study Wealth.com fosters a collaborative workplace, encourages innovation, and has been certified as a Great Place to Work for 2025. Role Overview: Client Support Team Lead Location: Hybrid (New York City, Tempe, or San Francisco) The Client Support Team Lead will build and guide a high-performing support team at one of the fastest-growing fintech platforms. This position goes beyond day-to-day management. The Team Lead will shape the support experience, develop team members, and redesign support processes using AI, automation, and data. The goal: move from reactive troubleshooting to proactive client success, ensuring support scales efficiently as Wealth.com grows. What You Will Do Design, implement, and manage the support infrastructure. This includes ticketing systems, routing logic, escalation paths, SLAs, and a tiered support structure. Systematize current processes and introduce new solutions as needed. Lead, mentor, and support Client Support Associates. Set clear performance goals, define career paths, and establish specialization tracks as the team grows. Shift the support approach from reactive to proactive. Use product instrumentation, analytics, and client feedback to improve the client experience.

Join Greenbacker Capital as a Pre-MBA Associate, where you will gain invaluable experience in the investment sector. This role is designed for individuals who are looking to enhance their skills and build a strong foundation in financial analysis, investment strategies, and market research.

About Basic CapitalBasic Capital is a pioneering fintech company that is revolutionizing the $1 trillion retirement industry in America. We are developing innovative solutions to create a mortgage for retirement, unlocking pathways to market ownership, and making wealth more accessible to all Americans. Our mission revolves around designing products, platforms, and a credit marketplace that will facilitate a transformative retirement system.Our founding team comprises industry veterans from top firms like Goldman Sachs, Uber, Block, and Robinhood, and we are supported by leading investors such as Lux, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. Located in the vibrant SoHo neighborhood of NYC, we are assembling a focused, high-performance team dedicated to mitigating wealth inequality.To explore more about us, please visit Basic Capital’s website.About the RoleAs we construct the future of retirement investing, the capital markets engine that drives it must be created from the ground up. This is not merely a role of managing existing processes; it is a market creation opportunity.We seek an exceptional individual, akin to our in-house Lewis Ranieri, the visionary behind modern mortgage-backed securities (MBS), to help us establish the credit framework that will fuel a new wealth system for average Americans.Your Responsibilities:Cultivate and sustain relationships with credit managers and institutional lenders.Forge deep connections with:Asset managersStructured credit investorsBanks and warehouse providersCapital partnersLead fundraising initiatives in collaboration with the CEO, engaging potential investors.Track capital market performance and implement strategies based on observed insights.Identify market opportunities for scaling credit offerings.Work collaboratively with teams to optimize capital market operations.Structure, negotiate, and execute credit facilities, securitizations, and forward flows as applicable.Translate our product offerings and underwriting into compelling narratives that institutional investors cannot overlook.Collaborate cross-functionally with product, finance, legal, and operations teams to scale origination processes effectively and securely.

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.

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.

Title: Tax Manager - Private Client Group Department: Private Client Group Supervises: Supervisors Role Type: Full-time Location: New York, NY; Boca Raton, FL; Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a premier Certified Public Accounting and Consulting firm based in New York City, with additional offices in Long Island and Florida. We specialize in providing expert financial advisory services to a broad spectrum of industries. Our comprehensive suite of services includes tax planning, audits, and detailed analyses of acquisitions and financial restructuring. Recognized as one of the country's “Best of the Best” accounting firms, Anchin is also honored as a Best Place to Work in New York City and New York State, along with being recognized nationally as a Best Accounting Firm to Work For. ABOUT THE POSITION: Anchin’s Private Client Group seeks a Tax Manager to deliver expert tax services to high-net-worth individuals and family offices. This pivotal role encompasses the oversight, management, and meticulous review of complex income tax filings for individuals, trusts, family partnerships, as well as gift and estate tax returns. You will interpret changes in tax law, ensure compliance with regulations, develop tax-efficient strategies, manage client relationships, and lead a team of tax professionals. RESPONSIBILITIES: Foster and maintain strong relationships with high-net-worth clients. Review intricate tax filings for individuals, trusts, family investment partnerships, private foundations, and estate and gift taxes. Gain an understanding of clients' financial objectives, assets, and investment portfolios. Provide tailored tax planning and advisory services that meet the specific needs of each client. Effectively communicate complex tax concepts in an approachable manner to clients. Conduct thorough analyses of clients' financial situations and provide strategic insights.

Location and Work Arrangement Melville, NY (Hybrid schedule) About EPIC Insurance Brokers & Consultants EPIC Insurance Brokers & Consultants has grown rapidly since its founding in 2007. Headquartered in New York City, the company employs over 3,000 professionals nationwide. Teams combine local market knowledge with industry expertise to serve a wide range of client needs. EPIC’s growth reflects the dedication and commitment of its people. The company’s core values include an owner mindset, building trust, ambitious thinking, and a focus on results. Role Overview: Private Client Relationship Manager The Private Client Relationship Manager delivers high-quality service and advice to private clients. Acting as a trusted advisor and advocate, this person helps clients navigate their insurance needs. The role calls for independent work and strong problem-solving skills. This is a full-time, exempt position.

About Forge Global Forge Global builds technology for private markets. The company’s mission: make private markets more transparent and accessible for companies, employees, and investors. Core values include boldness, accountability, and humility. Forge supports teams working on major innovations, from space exploration to artificial intelligence. With a range of liquidity solutions, proprietary insights and data, secure custody, and an active marketplace, Forge connects companies and investors in the global private market. Employees can sell private shares, employers can offer pre-IPO liquidity, and investors, both individual and institutional, can access shares of high-growth private companies. The Forge marketplace continues to grow as demand rises for access to private company stocks. This network effect benefits all participants and drives further innovation in the space. Strong interest from investors and customers has led to rapid growth and new hiring needs across the organization. Location New York, New York, United States

Role Overview Anchin, Block & Anchin LLP is looking for a Director to lead the Private Client Group in New York, NY. This position focuses on delivering customized tax strategies for high-net-worth individuals, families, and closely held businesses with complex financial needs. The Director will play a central role in client relationships, leading both advisory and compliance efforts while supporting a collaborative team culture. Main Responsibilities Act as the primary advisor for high-net-worth clients, handling tax planning and compliance for individuals, trusts, estates, and pass-through entities. Oversee complex tax projects from planning through completion, ensuring all work meets firm standards. Review and supervise advanced individual, fiduciary, and partnership tax returns along with related documents. Work closely with clients’ external advisors, such as attorneys, wealth managers, and family office professionals, to resolve complex tax and wealth management matters. Lead and mentor a team of Senior Managers and staff, supporting their professional development and growth.

Capital Formation Associate Pantera Capital stands as the pioneering institutional investment firm dedicated exclusively to bitcoin, other digital currencies, and innovative companies within the blockchain technology ecosystem. Since its inception, Pantera has consistently led the industry by launching the first cryptocurrency fund in the United States in 2013, followed by the first exclusively blockchain venture fund. In 2017, we were the first to introduce an early-stage token fund. With $5.6 billion managed across three distinct strategies – passive, hedge, and venture – we focus solely on bitcoin, various digital currencies, and blockchain technology enterprises. We are thrilled to expand our sales execution team by adding a Capital Formation Associate to enhance our global sales and marketing initiatives. This pivotal role will be instrumental in driving fundraising efforts for Pantera Capital’s funds. We seek a highly experienced professional with a demonstrated background in capital formation and marketing within the alternative investments sector. The successful candidate will be required to be present in our New York office at least four days a week or travel for business as necessary.

Jordan Park Group seeks a Senior Associate or Vice President to join its Capital Markets - Quantitative & Structured Solutions team in New York. The role centers on analyzing complex financial instruments and helping to develop solutions that address specific client objectives. Role overview This position involves detailed analysis of structured products and quantitative strategies. The team works closely with clients to understand their requirements and deliver customized financial solutions. Key responsibilities Analyze a range of complex financial instruments Support the creation of tailored quantitative and structured solutions Collaborate with team members to address client needs Location This role is based in New York, New York.

WHO WE ARE: Adaptive Financial Consulting is a premier financial consulting firm that collaborates with participants in capital, commodity, and digital markets. Our differentiation lies in our innovative technology solutions. Our adept teams specialize in designing and delivering sophisticated front-office technology solutions using established accelerators to foster a lasting competitive edge. Our clientele includes some of the world's foremost investment banks, asset managers, fintech companies, and capital market service providers. With an extensive global presence including offices in London, New York, Barcelona, Manila, and Montreal, we have a proven history of providing robust, elegant, and user-friendly trading technology solutions. We are excited to welcome a Solution Engineer to our New York City team.