The Private Wealth team is responsible for managing Pantheon’s relationships with independent wealth management firms, private banks, and family offices.
KEY RESPONSIBILITIES -
- Lead contact for existing 450 wealth management firm clients to assist with significant volume of daily inbound requests and client service matters for both private and evergreen funds
- Coordinate investor due diligence on Pantheon by facilitating meetings, RFPs, DDQs, ad hoc requests
- Engage in business development activities to generate leads and deepen relationships
- Oversee investor onboarding
- Coordinate marketing campaigns and product positioning efforts
- Opportunity and pipeline tracking
- Oversee collateral updates (pitchbooks, fact sheets, DDQs, quarterly updates, and other standard content)
- Provide product management support (board approvals, internal memorandums, new product initiatives)
Ensure compliance with relevant laws, regulations and Pantheon policy (including reporting compliance risks and maintaining appropriate standards of conduct
SKILLS -
- Formal Business/Finance education
- Series 7 and 63
- 4 years expertise in asset management sales/service to the US Private Wealth Market
- Expertise in wealth management space
