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About the Role
Adams Street Partners is seeking an exceptional Senior Associate to join its Wealth Management team in New York or Chicago. This role is responsible for delivering an outstanding client experience to the firm's largest and most strategic wealth management partners, including private banks, wirehouses, broker-dealers, RIAs, and family office platforms.
Responsibilities
- Develop and maintain deep knowledge of Adams Street's commingled fund and registered product offerings, industry trends, the competitive landscape, and key wealth channel partners to support sophisticated client conversations.
- Create customized presentations, due diligence materials, market updates, fund updates, and other client communications.
- Own recurring and ad hoc client requests for strategic home office relationships, including quarterly and monthly reporting, portfolio reviews, custom analyses, product inquiries, and performance requests.
- Lead the onboarding of Adams Street products onto wealth platforms, coordinating internal stakeholders and preparing all required diligence materials, presentations, RFIs/RFPs, and follow-up communications.
- Coordinate operational setup and ongoing support for products launched on wealth platforms.
- Support servicing workflows for registered products and evergreen vehicles, helping ensure a seamless client experience.
- Partner closely with internal and external sales professionals to support fundraising efforts by coordinating each client's unique requirements.
- Help identify opportunities to improve client servicing processes, develop scalable solutions, and contribute to the continued evolution of Adams Street's rapidly growing wealth platform.
- Gather competitive intelligence and monitor industry events and trends.
Requirements
- Demonstrates a strong client-first mindset, a sense of ownership, and a commitment to delivering exceptional service to sophisticated institutional and wealth management clients.
- Proven ability to manage multiple high-priority initiatives simultaneously while maintaining quality and responsiveness.
- Experience in private markets, preferably in a client-facing or supporting role.
- A highly-motivated self-starter with the ability to work independently and within a team context.
- Strong written and verbal communication.
- 4+ years’ professional experience, ideally within wealth management or other client-facing roles.
- Knowledge of HNW/UHNW investors and/or the wealth management ecosystem.
- Ability to synthesize complex information and prepare technical materials in a timely manner.
- Exceptional attention to detail, highly organized and able to prioritize and meet deadlines.
- Technically proficient in Word, PowerPoint, and Excel (Pivot Tables, VLOOKUP). Salesforce a plus.
- A professional presence combined with exceptional communication skills to interact effectively with internal teams and external parties.
- Graduated from an undergraduate and/or post graduate university with a strong academic record, ideally with a business focus.
Skills
- Client Service
- Relationship Management
- Sales
- Product Management
- Marketing
- Legal
- Investment Analysis
- Communication
- Organization
- Presentation Skills
- Reporting
- Financial Analysis
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Excel
- Salesforce
Location
- New York
- Chicago
Work Type
- Full-time
Experience Level
- Senior Associate
- 4+ years
Education Level
- Undergraduate degree
- Post graduate degree
- Business focus preferred
- CFA preferred
- CAIA preferred
Salary/Compensations
- $125,000—$155,000 USD
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k) with immediate vesting
- Employer match for 401(k)
- Profit sharing
- Flexible spending accounts (FSA)
- Paid parental leave
- Adoption assistance
- Generous paid time off
- Commuter benefits
- Employer-paid short-term disability insurance
- Employer-paid long-term disability insurance
- Employer-paid life insurance
- Access to additional voluntary benefits
About the Company
- Adams Street Partners is a global private markets investment manager with nearly $73 billion in assets under management.
- The firm is 100% employee-owned, fostering a culture of collaboration, intellectual rigor, integrity, and professional development.
- Adams Street was named one of Pension & Investments’ Best Places to Work in Money Management for eight consecutive years.
- Employees operate as a single global team, integrating expertise across primary investments, secondary investments, growth equity, private credit, and co-investments.
- Adams Street is a private markets pioneer and was inducted into the Private Equity Hall of Fame in 2000.
- Founded over 50 years ago, clients include leading public and corporate pension plans, foundations, endowments, insurance companies, registered investment advisors, and high net worth individuals worldwide.
- Adams Street has offices in Abu Dhabi, Austin, Beijing, Boston, Chicago, Hong Kong, London, Munich, Menlo Park, New York, Seoul, Singapore, Sydney, Tokyo and Toronto.