Associate Business Operations Private Wealth

Private Wealth Solutions Associate Business Operations

About Us:Private Wealth Solutions (PWS is responsible for product strategy fundraising relationship management and the investor experience for all of Vistas Private Equity and Private Credit solutions across our Private Wealth Platform. PWS seeks to harness the transformative power of technology to provide financial advisors and individual investors with access to exceptional returns unique market insights and a seamless client experience.

The Business Operations Team which is part of PWS leads strategic planning designing and implementing systems and processes (CRM reporting) financial planning and analysis investor relations and business analytics.

As an early and integral member of PWS this role will be pivotal in supporting the creation of the building blocks for the business and cultivating and expanding Vistas relationships with leading Private Wealth Institutions.

Role Overview:This role will support initiatives that are critical to the Private Wealth Teams strategic sales efforts. Working with the PWS Business Operations team Coverage teams and other Vista Departments this role will involve leveraging internal and thirdparty data to draw actionable insights in addition to supporting functions around data governance sales operations and reporting.

This role is based in New York and is for an immediate start.

• Data Management:

• CRM Management: Establishing parent/child hierarchies Org to Org relationships channel segmentation sales campaign list management.

• Data Enrichment: Match lists of advisors/contacts from thirdparty sources with our current SFDC database create and enrich records.

• Data Providers: Help manage and integrate current and potential data providers into the PWS CRM Platform.

• Data Governance: Proactively identify data gaps and help eliminate data discrepancies across sales systems.

• Data Automation: Identify areas to improve data automation and partner with colleagues to implement solutions.

• Sales Support:

• Sales Campaigns: Liaison with PWS Channels to support their Sales Campaign GTM and processes.

• Sales Reporting: Help gather requirements build and maintain dashboards align PWS reporting with broader Vista technology infrastructure.

• ROI Analysis: Perform ROI analysis and measurement on effectiveness of sales and marketing initiatives/events.

• PWS Marketing: Support PWS Marketing with Data and Analytics and help with integrations into the broader PWS CRM Platform.

• International Coverage: Help source integrate and maintain the PWS International Coverage Teams data analytics and SOPs.

• Stakeholder Engagement:

• Stakeholder Engagement: Meet regularly with stakeholders to understand needs and develop professional working relationships within the PWS and other Vista departments.

• Communication: Communicate data analysis and updates for technical and nontechnical audiences.

• Process Improvement:

• Process Improvement: Help document maintain and improve PWS standard operating procedures and best practices

• Technology Collaboration:

• Gen AI: Support the PWS CRM Platforms incorporation of Gen AI.

• Technology Collaboration: Partner closely with the technology team to assist with writing use cases and user acceptance testing.

• Data Infrastructure: Assist with ongoing data infrastructure build and handle data requests to increase sales team effectiveness.

• Investor Services:

• Serve as the liaison between Vista private wealth platforms and service provides to manage operational connectivity investor onboarding and redemptions and the overall client service experience.

• Investor Services: Help document and build Investors Services workflows and reporting (e.g. SFDC Cases/Tasks Salesforce Inbox).

• Special Projects:

• Ad Hoc Presentations and Special Projects: Create and participate in ad hoc presentations and special projects for PWS leadership.

• Work Collaboratively: Work collaboratively with technology marketing finance/operations legal and compliance to design and implement stateoftheart systems and processes including CRM business analytics digital marketing client experience and compliance oversight systems.

• Education: Bachelors degree in Finance Mathematics Information Systems or Computer Science preferred.

• Experience: 24 years experience in consulting data analytics business analysis or similar role.

• Analytical Skills: Strong analytical skills and attention to detail; strong background with large data sets and the data analysis process.

• Technical Proficiency: Proficiency in data analysis tools and CRM systems excellent computer skills (advanced Excel querying data working with databases Visio or equivalents and automation) with the ability to quickly learn and become proficient in new programs.

• CRM/Reporting Experience: Experience with CRM (especially Salesforce) programming languages and/or data visualization tools (especially Power BI and Sigma a strong plus.

• Presentations: Strong capabilities creating presentations

• Communication Skills: Excellent communication and teamwork skills.

• Multitasking Ability: Ability to manage multiple tasks and projects simultaneously.

• Detail Orientation: Detailoriented while maintaining a big picture focus.

• Interest in Sales: Demonstrated interest in helping sales teams make processdriven datainformed decisions.

• Proactivity: Proactive in nature and capable of managing multiple projects and meeting deadlines.

• Interpersonal Skills: Interpersonal communication verbal and written skills; adept in explaining technical concepts to nontechnical users.

• Teamwork: Work equally well in a team environment and independently.

The annualized base pay range for this role is expected to be between $. Actual base pay could vary based on factors including but not limited to experience subject matter expertise and the applicants skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

Vista is a leading global investment firm that exclusively invests in enterprise software data and technologyenabled organizations across private equity permanent capital credit and public equity strategies bringing an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors companies customers and employees. Vistas investments are anchored by a sizable longterm capital base experience in structuring technologyoriented transactions and proven flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future a healthier planet a smarter economy a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners. Follow Vista on LinkedIn @Vista Equity Partners and on X @VistaEquity.