Associate, Private Wealth

Pantheon is seeking a highly motivated Associate to support the continued growth of our US Private Wealth business. This individual will play a key role across client service, product support, and sales enablement, working closely with senior sales professionals and cross-functional teams.

The ideal candidate brings strong asset management experience, excellent organizational skills, and the ability to manage multiple priorities in a fast-paced environment.

• Respond to RFPs, RFIs, and other due diligence questionnaires in coordination with internal stakeholders
• Assist with the preparation and monthly update of marketing and reporting materials
• Manage inbound requests from clients and prospective investors
• Support investor onboarding processes, coordinating with internal teams to ensure timely and accurate completion

• Manage and maintain prospect pipelines to support sales strategy execution
• Coordinate CRM updates, data integrity, and reporting
• Drive prospect engagement through targeted outreach and campaign follow-ups
• Provide analytical and logistical support for active sales opportunities
• Assist in supporting various sales campaigns and marketing initiatives
• Monitor and maintain competitive intelligence updates on key fund competitors

• Minimum 4 years of experience at an asset management firm
• FINRA Series 7 and 63 licenses
• Experience supporting sales, client service, or investor relations functions
• Private markets experience strongly preferred
• Strong understanding of private wealth distribution channels a plus
• Excellent written and verbal communication skills
• Detail-oriented with strong organizational and project management abilities
• Proficiency in CRM systems and Microsoft Office Suite

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