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Registered Nurse or LPN - Staten Island (Part Time)
New York, New York, United States · On-site
Entry level
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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$125k–$135k/yr
Full-time
Annual Cash Bonus, Comprehensive Benefits Package
Posted 59d ago
Apply by Dec 31
~40 hrs/week
Responsibilities
Support the Family Office & RIA Coverage Team through investor servicing, operational execution, and sales pipeline development. The role involves managing diligence inquiries, coordinating event logistics, and building AI-driven automation workflows to reduce operational friction.
Requirements
Requires 1 to 2 years of professional experience with a strong interest in private markets and demonstrated fluency in building AI-native tools. Candidates must possess exceptional organizational skills and be based in New York for an in-office position.
Full job description
Position Summary
Capital & Partner Solutions (CAPS) manages all capital formation and strategic partnership efforts for investment offerings across Vista Equity Partners. The CAPS team is responsible for product strategy, fundraising, relationship management, and the investor experience across institutional and private wealth channels.
The Private Wealth Solutions (PWS) team within CAPS is focused on raising capital from registered investment advisors, family offices, private banks, independent broker dealers, wirehouses, and other private wealth channel partners across the United States. The Family Office & RIA Coverage Team is a lean, high-performance group that operates with a strong bias toward velocity, preparation, and commercial execution.
This role is an entry point into private markets fundraising for a driven, early-career professional. This associate will support the Family Office & RIA Coverage Team across investor servicing, operational execution, and sales support — developing deep knowledge of Vista's platform, funds, and investor universe in the process. For the right person, this role is designed to provide a platform for growth. As competency and confidence develop, there is a natural path toward client-facing responsibilities and direct sales.
We are looking for someone who is hungry, organized, AI-native in how they work, and genuinely excited about private markets as a career.
Responsibilities
Investor Servicing and Client Support
Serve as the first point of contact for inbound LP requests, managing diligence inquiries, custom materials, and DDQ processes from initiation through completion.
Support Coverage Officers in preparing for client meetings, conferences, and calls — including briefing memos, meeting notes intake and follow up and event preparation.
Sales Support and Pipeline Development
Support the Sr. Internal Sales Associate and Coverage Officers in identifying, prioritizing, and engaging warm leads across the RIA and family office universe.
Maintain Salesforce pipeline data with accuracy and discipline — all activities, contacts, and opportunities logged and current at all times.
Build and maintain consolidated warm lead lists by aggregating inputs across multiple data sources into a single prioritized view for the internal sales team.
Assist with outbound outreach efforts under the guidance of the Sr. Internal Sales Associate, developing direct sales skills over time as the role evolves.
Support territory mapping and analytics to identify high-potential prospects and inform channel strategy.
Operations and Infrastructure
Coordinate conference and event logistics with the Vista events team, including pre-event attendee triage, 1:1 meeting scheduling, and post-event follow-up execution.
Own the team's event budget tracking and expense reconciliation, maintaining visibility into channel spend and event ROI.
Serve as the primary interface between the Family Office & RIA team and Vista's business operations, marketing, and product teams — managing deliverables and internal approvals.
Identify and build automation workflows using AI tools to reduce repetitive operational friction across the team's day-to-day — this is an ongoing responsibility, not a one-time project.
Collaborate with the Product teams to remain coordinated around fundraising processes, investor engagement, and key internal updates.
Qualifications
Required
1 to 2 years of professional experience.
Genuine interest in private markets and financial services as a career.
Exceptional organizational skills and attention to detail — this role requires managing multiple workstreams simultaneously across a multi-region coverage team and many internal partners.
Strong written and verbal communication skills. This person will be interfacing with investors and senior internal stakeholders from an early stage.
Demonstrated AI fluency — not just as a user, but as a builder. Evidence of building tools, automating workflows, or thinking systematically about how to remove operational friction.
Self-starter mentality with a strong sense of accountability. Views no task as too small and approaches every assignment as an opportunity to learn.
New York based. This is an in-office role working alongside the FO/RIA Coverage Team.
Preferred
Prior internship or work experience in financial services, investor relations, asset management, or a technology-adjacent field.
Demonstrable skill set in building AI-native tools using platforms such as Claude that go beyond experimentation and drive real enterprise value.
Familiarity with Salesforce or a comparable CRM platform.
Experience with Fintrx, PitchBook, or other private markets research tools.
Comfort working with large datasets and synthesizing information from multiple sources into a clean, actionable output.
Prior exposure to private equity, private credit, or alternative investment products.
About This Opportunity
This role sits at the center of one of the most active private wealth fundraising teams in the alternatives industry. The Family Office & RIA Coverage Team at Vista operates with a higher degree of sophistication, speed, and AI-enabled infrastructure than most comparable teams in the market. You will learn the business of private markets capital formation from the inside — working directly alongside Coverage Officers on live fundraises across Vista's full fund platform.
The expectation is that the right person grows quickly. For an associate who demonstrates strong execution, commercial instincts, and an appetite for client-facing work, there is a clear path to expanded sales responsibilities and a long-term career within the CAPS organization.
The annualized base pay range for this role is expected to be between $125,000-135,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise and the applicant's 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.
Company Overview
Vista is a global technology investor that specializes in enterprise software. Vista’s private market strategies seek to deliver differentiated returns through a proprietary and systematic approach to value creation developed and refined over the course of 25 years and 650+ transactions. Today, Vista manages a diversified portfolio of software companies that provide mission-critical solutions to millions of customers around the world. As of June 30, 2025, Vista had more than $100 billion in assets under management. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn, @Vista Equity Partners, and on X, @Vista_Equity.
Vista Equity Partners (Vista) is a leading global technology investor specializing in software. Through its private market strategies — private equity and private credit — and tailored private wealth solutions, Vista seeks to deliver differentiated returns using a proprietary, disciplined approach. Over 25 years, the firm has built a diversified portfolio of mission-critical software companies serving millions worldwide. Vista’s private equity strategy actively partners with its portfolio to harness transformative technologies like generative AI, driving innovation and operational excellence at scale. Further information is available at vistaequitypartners.com.
The information included on this page is for informational purposes only. Nothing herein constitutes an offer to sell, or a solicitation of an offer to buy, any security or product of Vista or any Vista-managed fund. Additional disclosures can be found here: https://www.vistaequitypartners.com/disclosures/.
Offices: 401 Congress Avenue, Suite 3100, Austin, TX 78701, US · 2 Prudential Plaza, Suite 4000, Chicago, IL 60601, US · 55 Hudson Yards, Floor 23, New York, NY 10001, US · 1111 Broadway, Suite 1980, Oakland, CA 94607, US · 4 Embarcadero Center, 20th Floor, San Francisco, CA 94111, US
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