Senior Associate

Golub Capital • New York, NY

7d • $140,000 - $160,000 • Hybrid

About The Position

The Senior Associate will support PWA’s fundraising and relationship management efforts in the private wealth channel, focused on RIAs and high net worth individuals. Primary duties and responsibilities include, but are not limited to: Supporting external sales team with ongoing business development, client service and communication with prospects and clients Identifying potential sales opportunities and target clients Managing inquiries that are received via the team’s general mailboxes or hotlines Developing knowledge of Golub Capital’s product offerings, systems and processes to support and service client relationships Updating pipeline information and managing client / prospect relationship information in the Firm’s CRM Collaborating with senior members of the Direct Lending Team, Product Specialists, Compliance and Operations to organize client meetings and coordinate presentation material content Summarizing client and prospect meetings to be documented in the CRM Preparing and reviewing meeting preparation for external sales team

Requirements

• Bachelor’s degree required
• 5+ years of experience in sales support or client service at a buy-side firm
• Excellent interpersonal, communication and presentation skills
• Ability to multi-task, problem solve and adapt to changing priorities
• Client-centric approach, dedicated to delivering outstanding client experiences and solutions
• Ability to work in a team-oriented sales environment where sharing information and collaboration is essential for success
• Ability to maintain exceptional attention to detail while managing multiple responsibilities in a fast-paced environment
• Series 7 and Series 63

Nice To Haves

• Experience with RIA and high net worth individual sales channels is a plus
• Experience working within a CRM database; Microsoft Dynamics experience is a plus
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Responsibilities

• Supporting external sales team with ongoing business development, client service and communication with prospects and clients
• Identifying potential sales opportunities and target clients
• Managing inquiries that are received via the team’s general mailboxes or hotlines
• Developing knowledge of Golub Capital’s product offerings, systems and processes to support and service client relationships
• Updating pipeline information and managing client / prospect relationship information in the Firm’s CRM
• Collaborating with senior members of the Direct Lending Team, Product Specialists, Compliance and Operations to organize client meetings and coordinate presentation material content
• Summarizing client and prospect meetings to be documented in the CRM
• Preparing and reviewing meeting preparation for external sales team

Benefits

• full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees