Team coordinator serp_jobs.h1.location_city

Team Coordinator

The Private Wealth Partnerships (PWP) team is responsible for the relationships with Ares Wealth Management Solutions' largest partner firms, covering the home offices at Private Banks, Wirehouses, Independent Broker Dealers and Fintechs. We are looking for a Team Coordinator to act as a central liaison with our internal and external partners. The individual should have strong interpersonal and organizational skills and be interested in a dynamic role that will act as an essential member of the PWP team.

Essential Duties and Responsibilities

• Coordinates and organizes calls and meetings (both internal and external) for the Private Wealth Partnerships team. Certain meetings require complex scheduling across multiple groups within Ares and our partner-firms. Ensure meeting set up, including room and catering reservations, required AV and printed material delivery.
• Facilitate processes and procedures required for participation in both Ares-hosted and partner-firm hosted events, including but not limited to, tracking and payment of invoices, speaker approvals, material delivery and general event coordination.
• Learn and own the entry of invoices and contracts into Ares-specific systems (i.e., Coupa and Icertis).
• Ensure the continued maintenance and accuracy of tracking documents for events, meetings, and team action items.
• Become familiar with and fluent in SalesForce, the CRM used by the team, to assist with contact maintenance, meeting notes and other necessary reporting.
• Work closely with PWP Leadership and Strategy to develop and circulate weekly meeting agendas, ad hoc team offsites and events.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Educational / Previous Experience Requirements

Reporting Relationships Partner, Head of Private Wealth Partnerships

Compensation

95,000 - $110,000

The firm also offers robust benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical / Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.