Client Solutions Professional
New York, US
What it's about
Partners Group is seeking an Client Solutions Professional to join the Client Solutions team in New York. In this role, you will support and help drive institutional fundraising efforts across defined territories by partnering closely with senior client-facing professionals. You will focus on timely follow-up, preparing high-quality presentations and marketing materials, coordinating fund campaign efforts, and deepening relationships with existing institutional clients and prospects.
You will also maintain client data and communication records, collaborate with internal investment teams to gather the latest investment insights, and help position Partners Group’s strategies effectively with institutional investors. The role requires strong organization, analytical capability, and professional written and interpersonal communication skills. An ability to understand the institutional investor landscape and support the growth of our U.S. institutional business is preferred.
Responsibilities
- Support and help drive the efforts of senior institutional sales professionals across assigned territories
- Execute timely preparation and follow-up for client and prospect meetings using approved marketing collateral
- Assist in managing and coordinating institutional fund campaign efforts
- Collaborate closely with investment teams to deliver up-to-date investment and product information to clients and prospects
- Maintain accurate client information and update the CRM and communication databases
- Demonstrate strong organizational, time management, and analytical skills with consistent attention to detail
- Provide thorough and reliable project support with strong follow-through across multiple workstreams
- Contribute to the broader institutional sales goals by helping identify investor needs and positioning Partners Group solutions effectively
- Bachelor’s degree required; strong academic background preferred
- 1-3 years of experience in financial services, investment management, or sales/marketing
- Excellent written, verbal, and presentation skills
- Passion for institutional sales/marketing and financial markets
- Understanding of the institutional sales process and investor decision-making preferred
- Strong organization, time management, and analytical skills
- Proficiency in Microsoft Excel, PowerPoint, and Outlook
- Ability to work collaboratively in a fast-paced, team-oriented environment
- Detail-oriented, proactive, and able to manage multiple priorities
What we offer Partners Group is a global financial institution that retains the culture, pace, and agility of a start-up. As a growing firm, we are committed to attracting, developing, and retaining top talent by offering a workplace where results are recognized and rewarded. Our offerings include: Partners Group compensation has a long-term outlook and philosophy, and our total compensation emphasizes performance based long term incentives. Base pay range for this role is $105,000– $115,000 and a performance-based bonus and equity are additional parts of the total compensation package Make an impact on the organization by taking a leading role in the growth of our US business. Our working environment is humble, inclusive and transparent; the structure of the firm is flat. At Partners Group, we thrive on new ideas for the benefit of our clients, our employees and our communities. We are proud to be an equal opportunity employer and support diversity of perspectives.
www.partnersgroup.com
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