Primary Fund Placement Vice President
About The Position
We are a global investment bank specializing in M&A and private capital advisory services. Clients worldwide rely on us to help unlock value in their business and turn ambitious goals into reality. We approach every engagement with boundless collaboration, pooling expertise and relationships across industries, service offerings, and geographies. For over 30 years, our clients have trusted us to think strategically, execute precisely, and deliver premium outcomes to help them grow. Harris Williams seeks to hire a Vice President to join our Primary Fund Placement team in our San Francisco office. This individual will play a critical role in building new and strengthening existing client relationships with a focus on West Coast and Australian based LPs. This role requires experience in the Australian market. Harris Williams will not provide sponsorship for employment visas or participate in STEM OPT for this position. Why Harris Williams We are ambitious in our goals and steadfast in the belief that clients deserve our very best. We invest in world-class, team-oriented individuals who are smart, driven, and principled – those who are eager to be part of something bigger than themselves. Meaningful impact from the start: As a Vice President , you will have a high level of responsibility and autonomy from day one. This role will be responsible for identifying and building new client relationships, engaging with existing clients and partnering with senior sales leaders to drive revenue. Collaborative work environment : Our goal is to unlock value in great businesses, and it starts by unlocking greatness in each other. We value a range of backgrounds and expertise, and we cultivate a community built on respect and mentorship where everyone can tap into their best self. As a Vice President, you will be responsible for emulating the “team first” mentality through sharing best practices, experiences and mentorship. Rewarding outcomes : We take a bold approach to our daily work and the possibilities it creates for the firm’s culture. Reaching our definition of excellence requires a next-level work ethic and an obsession with finding new and better ways. As a Vice President, you will help cultivate our firm’s commitment to execution excellence and inspire your teams to outperform, every time. Professional development : Your professional development is a top priority. Vice Presidents joining us from other firms go through a robust training program, tailored specifically to their role. This role will work closely with senior leaders to learn about our clients and our business. Comprehensive compensation and benefits program : Highly competitive compensation, pension, 401(k) matching, and eligibility for performance bonus amongst many other robust benefits. What We Look For Harris Williams seeks to hire a Vice President to join our Primary Fund Placement team, based in San Francisco.
Requirements
- 5+ years of experience in financial services with relevant experience in capital placement, pipeline development and fund launches.
- Experience leading and managing the capital placement process end to end; providing analysis and consultation to clients to guide the process to a successful conclusion.
- Proven experience identifying leads and cultivating relationships that create potential business and revenue opportunities.
- Identify trends in data and articulate the impact of those patterns to various internal and external stakeholders; apply judgement to prioritize time and manage through real or perceived roadblocks throughout the deal process
- Significant travel – in person client meeting and working sessions required
- FINRA licensing: SIE Exam, Series 79, and Series 63 must be acquired within 90 days of hire
Responsibilities
- Identifying and building new client relationships
- Engaging with existing clients
- Partnering with senior sales leaders to drive revenue
- Emulating the “team first” mentality through sharing best practices, experiences and mentorship
- Cultivate our firm’s commitment to execution excellence and inspire your teams to outperform, every time
Benefits
- Highly competitive compensation
- Pension
- 401(k) matching
- Eligibility for performance bonus
- Medical/prescription drug coverage (with a Health Savings Account feature)
- Dental and vision options
- Employee and spouse/child life insurance
- Short and long-term disability protection
- Stock purchase plans
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- A robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- Between 15 to 25 vacation days each year, depending on career level; and years of service
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
