Vice President, Client Services

Harris Williams & Co • Richmond, VA

1d • Onsite

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 35 years, our clients have trusted us to think strategically, execute precisely, and deliver premium outcomes to help them grow. We are ambitious in our goals and steadfast in the belief that clients deserve our very best. To achieve our highest aspiration, 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. When you join Harris Williams, you are welcomed into a collegial environment where every individual has the opportunity to make an impact in a powerful and significant way. The Role: You will join our Primary Fund Placement (PFP) team as a registered member of the client service function, working directly with the senior partners who own our GP and LP relationships. This is a dedicated, long term career path role rather than a stepping stone into a sales seat, and it is built for someone who wants to develop real depth in the alternative investment landscape. Because this position is registered, you will be able to participate in investor conversations and placement outreach alongside senior partners, in addition to the preparation, coordination, and follow through that keep those relationships moving. Your day to day will combine high touch client interaction, disciplined pipeline and CRM management, proactive meeting preparation, actionable reporting, business development and support of high profile client events.

Requirements

• 5+ years of experience in alternative investments (private equity, hedge funds, commodities) and/or client facing roles (corporate finance, mergers and acquisitions).
• Series 7 and Series 63 licenses, active or eligible for reinstatement through the firm's registration process.
• Bachelor's degree.
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and research techniques.
• Willingness to work outside standard hours, dependent on team travel needs.
• Based in our Charlotte, NC or New York, NY office.
• Emotional intelligence and professionalism: high EQ, maturity, and professionalism to interact effectively with clients at all levels, and the judgment to handle sensitive information with discretion.
• Communication and organization: strong written and oral communication skills, organizational excellence, meticulous attention to detail, and the ability to meet deadlines.
• Technical and analytical: technical proficiency across Salesforce and data analytics tools, the analytical skill to identify trends and opportunities, and the critical thinking to recommend next steps.
• Team oriented and proactive: willing to collaborate with the PM team and other stakeholders while being self sufficient when needed, with a curious mindset and a proactive attitude toward identifying opportunities for improvement.
• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
• Public Finance & Healthcare - SIE, Series 52 & 63 (7 optional) within 180 days of employment, Corporate Finance SIE, 79 and 63 (7 optional/with manager approval) within 180 days of employment, Asset Backed Finance SIE, 7, 79 and 63 within 180 days of employment. Other appropriate licenses (e.g. supervisory licenses) may be required at the discretion of the manager.

Nice To Haves

• Direct experience in primary fund placement, investor relations, or capital raising.
• Familiarity with the GP and LP landscape, deal processes, and the regulatory requirements specific to primary fund placement.
• Experience with data analytics tools alongside Salesforce.

Responsibilities

• Function as a liaison between senior partners and clients (GPs and LPs), attend meetings, gauge client sentiment, proactively prepare partners for meetings, and provide concise, actionable summaries of interactions.
• Draft and manage professional, thoughtful follow up communications after meetings and calls.
• Represent the firm at industry events in a professional and productive manner.
• Support placement outreach across the LP universe, helping translate senior level strategy into concrete touchpoints and improving the frequency and quality of LP interactions.
• Participate in investor conversations regarding fund offerings.
• Maintain and manage a sales pipeline to track LP interactions and fund placement progress, ensuring no opportunities are missed.
• Leverage Salesforce to organize client data, track interactions, and automate follow ups.
• Prepare periodic reports on client activity, sales metrics, and fund placement progress.
• Manage meeting preparation and background research, and collaborate on scheduling and calendar management.
• Own end to end tracking of action items, touchpoints, and priorities across investor activity, and anticipate what information, outreach, or preparation will be needed next.
• Collaborate with partners across the Marketing Department to plan and execute high profile client events, ensuring smooth communication and logistics.
• Maintain your Series 7 and Series 63 registrations in good standing through the firm, including continuing education requirements.
• Follow the firm's supervisory, communications review, and recordkeeping requirements that apply to registered personnel, and escalate potential concerns to the appropriate internal partners.

Benefits

• 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
• 401(k) with PNC match
• pension and 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior