SUMMARYThe Private Client Solutions Analyst/Associate is an exciting opportunity to play a key role supporting the client engagement efforts for the growing Business Development team. This role offers high visibility, direct collaboration with senior sales professionals, and a clear path to a future client-facing sales position. The ideal candidate should be a strong communicator, highly organized, and eager to deepen their knowledge of the alternative investment space.
As an onsite/hybrid employee, you are expected to be in the Chicago office on Tuesday, Wednesday, and Thursday; along with frequent in-market travel.
RESPONSIBILITIES- Build and advance client relationships - qualify interest, run early conversations, and drive real movement through the pipeline.
- Execute the full sales process end-to-end - prepare materials, coordinate diligence, pull in leadership, and organize educational events. Cross sell full suite of GCM products where applicable.
- Maintain world-class CRM hygiene - clean data, accurate stages, and a maintain a pipeline senior leadership can trust.
- Craft clear, concise client communications and support senior leads on follow-ups and complex inquiries.
- Tailor messaging and pitch materials to the advisor's platform, sophistication, and opportunity set.
- Develop strong product fluency across our private equity, credit, secondaries, co-investments, and infrastructure strategies.
- Partner closely with senior PCS leads, operations, marketing, and product teams to deliver a consistent, high-quality client experience.
- Take ownership of special projects that improve our process, client engagement, and overall team effectiveness.
EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS- Bachelor's Degree with a proven record of academic success.
- 3-5 years of professional experience working in a client supporting role within financial services industry.
- Must have, or be willing to obtain, SIE, Series 7 and Series 63 FINRA licenses.
- Self-starter with a strong desire to build a long-term career in business development, demonstrating initiative, problem-solving skills, and the ability to work independently.
- Strong communicator: crisp writing, confident speaking, excellent judgment.
- High agency: proactive, resourceful, self-driven, and comfortable operating in a fast-moving environment.
- Detail-oriented with strong project management skills and the ability to manage multiple priorities and meet deadlines in a dynamic, fast-paced environment.
- Familiarity with CRM systems (HubSpot/Salesforce) and Microsoft Office Suite.
In terms of cultural fit, the successful candidate should be self-motivated and energized by working amongst a group of thoughtful, smart and successful colleagues. The individual should enjoy being part of an organization focused on excellence and be a naturally collaborative person who enjoys interacting with individuals at all levels. Additionally, the individual should be a strong team player with a proactive approach and the ability to exercise discretion and judgment.
Actual base salary may vary based on factors such as individual's experience, skills, and qualifications for the role. Employees may be eligible for a discretionary bonus based on factors such as individual, team, and company performance as well as a comprehensive benefits package.
CHICAGO ANNUAL PAY RANGE
$80,000-$100,000 USD
