Purpose of Position

The Private Wealth team is responsible for managing Pantheon’s relationships with independent wealth management firms, private banks, and family offices.

Key Responsibilities

• Provide investor relations support to existing Pantheon Clients

• Proactive new business development and lead generation

• Coordinate all Private Wealth fundraising activities (events, email/call campaigns, individual client/prospect meetings, quarterly investor call)

• Create/manage/update marketing collateral (presentation, fact sheet, DDQ, customized collateral)

• Coordinate client/prospect events

• Provide product management support (board approvals, internal memorandums, pipeline tracking)

• Ensure compliance with relevant laws, regulations and Pantheon policy (including reporting compliance risks and maintaining appropriate standards of conduct.

Knowledge and Experience Required

• Business/finance degree

• Proficiency in MS Office, especially Excel and PowerPoint

• Expertise in wealth management space

• Strong relationship building and influencing skills;

• High level of professionalism, confidentiality, discretion and judgement;

• Strong analytical skills;

• Ability to work to tight deadlines/under pressure with minimum supervision;

• Excellent written and verbal skills;

• Proficiency with computers and software packages.

• FINRA Series 7 & 63 required