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Support onboarding and platform management for private wealth distribution partners. Coordinate cross-functionally (Legal, Compliance, Ops, Marketing, Client Service), prepare RFPs/DDQs and presentation materials, maintain CRM and reporting, analyze fundraising and engagement metrics, and assist rollout of products and platform initiatives.

Support institutional product marketing by developing sales collateral, messaging, and launch materials. Collaborate with product, investment, operations, IR, legal, and compliance teams to produce presentations, factsheets, DDQs, webcasts, events, and digital campaign assets. Help execute go-to-market initiatives, ensure consistent brand and tone, and translate complex investment concepts into clear, persuasive investor communications.

The Senior Associate will manage TPA relationships, oversee performance, monitor operational adherence to SLAs, and identify process improvements within fund administration.