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Senior Associate, Wealth Management

Open 24d posting dated yesterday

Summary

Senior Associate in Wealth Management at a global private markets investment firm, serving high-net-worth clients and wealth platforms with client service, product support, and strategic initiatives.

Adams Street Partners (“Adams Street”) is a global private markets investment manager that has nearly $76 billion* in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to professional development. For the eighth year in a row, Adams Street was named one of Pension & Investments’ Best Places to Work in Money Management in 2025.

Employees operate as a single global team, integrating the expertise of the firm’s investment professionals across five strategies: primary investments, secondary investments, growth equity, private credit, and co-investments. Adams Street is considered a private markets pioneer and was inducted into the Private Equity Hall of Fame in 2000.

The firm was founded more than 50 years ago, and 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.

*As of June 30, 2026. Adams Street Partners’ methodology to calculate Assets Under Management (AUM) is based on fund net asset value (NAV), plus unfunded commitments, plus leverage, but excluding the effect of subscription lines of credit. The prior AUM methodology was based on investor commitments minus commitments to fully liquidated underlying partnerships. Such change in methodology was effective July 2026; however, for periods shown prior to December 31, 2025, Adams Street continues to use the previous methodology. This updated methodology more closely aligns with (i) the amount of assets managed on behalf of investors and (ii) the amount of capital available to make direct and/or partnership investments. Amounts stated by investment advisers in regulatory filings (“regulatory AUM”) have a prescribed methodology, which may, in some circumstances, differ from the methodology such adviser uses for other purposes, including marketing efforts. Additional information is available upon request.

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.

Acting as the day-to-day relationship manager for key home office relationships, this individual will take ownership of delivering a consistently exceptional client experience, exercising strong judgment in managing client needs and priorities, while partnering closely with Sales, Product Management, Marketing, Legal, PRA, Investment Teams and other internal stakeholders to coordinate complex client initiatives and deliver best-in-class support.

This is an outstanding opportunity for a highly motivated, client-focused professional to join one of the Firm's fastest-growing businesses. As the platform continues to expand, this role will evolve alongside it, creating meaningful opportunities to take on broader responsibilities, help shape new processes, and make a lasting impact on the continued growth of the business.

Given Adams Street’s collaborative culture, this role requires exceptional organizational and client servicing skills, sound judgment, a strong sense of ownership, and the ability to successfully manage competing priorities.

Responsibilities include, but are not limited to:

  • 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, and contribute to new business development efforts.
  • Create customized presentations, due diligence materials, market updates, fund updates, and other client communications.
  • Own the day-to-day servicing of strategic home office relationships, including recurring and ad hoc client requests, quarterly and monthly reporting, portfolio reviews, custom analyses, product inquiries, and performance requests.
  • Lead the onboarding of Adams Street products onto wealth platforms, driving coordination across internal stakeholders and preparing all required diligence materials, presentations, RFIs/RFPs, and follow-up communications.
  • Manage operational setup and ongoing support for products launched on wealth platforms, coordinating across internal teams to ensure an exceptional client experience.
  • Support servicing workflows for registered products and evergreen vehicles, taking ownership of complex or high-priority client needs as appropriate.
  • Partner closely with internal and external sales professionals to advance fundraising efforts, deepen existing relationships, and identify opportunities to expand Adams Street’s presence across key wealth management partners.
  • Develop a deep understanding of strategic partners’ priorities and evolving needs to identify opportunities for additional engagement, product adoption, and relationship growth.
  • 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 trends to inform client engagement, product positioning, and business development efforts.

Requirements:
We are seeking a high-performing, intellectually curious professional who thrives in a fast-paced, client-focused environment. The ideal candidate combines exceptional attention to detail with outstanding judgment, ownership, and a passion for delivering an extraordinary client experience.

  • Commercially minded with the ability to understand client needs, identify opportunities, and contribute to the growth of strategic relationships.
  • Demonstrates a strong client-first mindset, a sense of ownership, and a commitment to delivering exceptional service to sophisticated institutional and wealth management clients.
  • Demonstrated ability to independently manage complex client needs, exercise sound judgment, and drive workstreams across multiple internal stakeholders.
  • Proven ability to manage multiple high-priority initiatives simultaneously while maintaining quality and responsiveness.
  • Professional presence and confidence engaging directly with senior internal stakeholders and sophisticated external clients.
  • 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
  • 6+ years’ professional experience, ideally within wealth management or other client-facing roles
  • 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. Salesforce a plus.
  • Graduated from a top-tier undergraduate and/or post graduate university, ideally with a business focus.
  • CFA/CAIA preferred.

We offer a competitive U.S. benefits package designed to support health, financial security, and work-life balance. Highlights include medical, dental, and vision coverage; a 401(k) with immediate vesting and employer match; profit sharing; flexible spending accounts (FSA); and paid parental leave, including adoption. Employees also receive generous paid time off, commuter benefits, employer-paid short- and long-term disability and life insurance, and access to additional voluntary benefits.

NYC Pay Range
$125,000$155,000 USD
Illinois Pay Transparency
$125,000$155,000 USD

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