Private Client Solutions, Analyst/Associate

SUMMARY

The 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.