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Summit Financial Partners Jobs (NOW HIRING)

... including financial services, consumer, business services and industrial technology. These ... The Role Summit Partners is seeking an Associate, Human Capital to support the Talent team in ...

... including financial services, consumer, business services and industrial technology. These ... The Role Summit Partners is seeking an Associate, Human Capital to support the Talent team in ...

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Summit Financial Partners information

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$31.5K

$71.6K

$115K

How much do summit financial partners jobs pay per year?

As of Sep 2, 2026, the average yearly pay for summit financial partners in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What is Summit Financial Partners?

Summit Financial Partners is a financial services firm that provides personalized financial planning, investment management, retirement planning, and wealth management services to individuals, families, and businesses. Their advisors work with clients to develop strategies to achieve financial goals, manage risk, and plan for the future. They may also offer services such as tax planning, estate planning, and insurance solutions, depending on client needs. Summit Financial Partners aims to provide comprehensive and tailored financial advice to help clients build and protect their wealth.

What is the typical team structure and collaboration style at Summit Financial Partners?

At Summit Financial Partners, teams are typically organized by client segment or specialty area, such as wealth management, retirement planning, or corporate benefits. Collaboration is highly valued, with financial advisors, analysts, and support staff working closely together to develop and implement client strategies. Regular team meetings, open communication channels, and mentorship from senior advisors help foster a supportive environment where new hires can learn and grow. This structure allows for knowledge sharing and ensures clients receive comprehensive, well-rounded financial guidance.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Summit Financial Partners, and why are they important?

To thrive as a Financial Advisor, you generally need a solid background in finance, economics, or a related field, often supported by a bachelor's degree and relevant licenses such as Series 7 or CFP certification. Proficiency with financial planning software, CRM systems, and investment analysis tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help advisors build trust with clients. These skills and qualities are crucial for providing sound financial guidance, maintaining compliance, and fostering long-term client relationships.

What is the difference between Summit Financial Partners vs Financial Advisor?

AspectSummit Financial PartnersFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, CFA, or similar certifications often required
Work EnvironmentFinancial firms, client offices, or remoteFinancial firms, client offices, or remote
Industry UsageFinancial services, wealth managementFinancial services, wealth management

Summit Financial Partners and Financial Advisors both operate within the financial services industry, often requiring similar credentials like CFP or CFA. While Summit Financial Partners may focus on specific client segments or services, Financial Advisors generally provide personalized financial planning and investment advice. Both roles typically work in similar environments, serving clients in wealth management and financial planning.

More about Summit Financial Partners jobs

What cities are hiring for Summit Financial Partners jobs?

Cities with the most Summit Financial Partners job openings:

What states have the most Summit Financial Partners jobs?

States with the most job openings for Summit Financial Partners jobs include:

Infographic showing various Summit Financial Partners job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Associate, Human Capital

Summit Partners

Boston, MA • On-site

Full-time

Re-posted 17 days ago


Job description

Role: Associate, Human Capital

Team: Talent (Peak Performance Group)

Location: Boston or NYC

Reports to: Talent Team Leadership

Who We Are

At Summit Partners, our mission is to be the investment partner of choice for the very best companies and executive talent. With a history spanning four decades, Summit invests across growth sectors of the economy and has invested in more than 550 companies in technology, healthcare, and other growth industries including financial services, consumer, business services and industrial technology. These companies have completed more than 160 public equity offerings, and more than 200 have been acquired through strategic mergers and sales.

Our growth focus extends beyond the four walls of Summit; through mentorship programs and philanthropic efforts, our team members dedicate time, talent and resources to support the communities in which we work and live. For more information, please see www.summitpartners.com/summit-careers and check us out on LinkedIn!

The Role

Summit Partners is seeking an Associate, Human Capital to support the Talent team in building exceptional management teams and underwriting talent decisions across the firm's Healthcare, Technology, and Growth Products & Services (GPS) practices.

This individual will partner closely with investment and portfolio teams to drive key aspects of executive search execution, talent underwriting, portfolio talent management, and market intelligence initiatives. In addition to strong execution, this role will help advance more structured, data-driven talent processes across the platform.

The Talent team operates as a centralized resource across practices, and this role will support a broad range of initiatives spanning executive hiring, talent diligence, portfolio monitoring, compensation benchmarking, network development, and firmwide talent programs.

 

Key Responsibilities

This is an opportunity for a high-performing individual to take on meaningful responsibility within a dynamic private equity environment, with exposure to senior leaders and critical talent decisions. 

Executive Search Execution

Drive execution of executive searches in partnership with internal stakeholders and external search firms.

  • Maintain real-time visibility into candidate pipelines, search progress, and next steps
  • Coordinate across search firms, candidates, and internal stakeholders to ensure efficient execution
  • Prepare high-quality candidate materials and briefing documents
  • Synthesize interview feedback and help guide decision-making
  • Ensure consistent, high-quality execution across all searches

Talent Underwriting & Diligence (Pre-Investment)

Support pre-deal talent diligence and underwriting efforts across the investment funnel.

  • Support pre-investment talent diligence, including research, assessment synthesis, and insight generation
  • Partner with investment teams to evaluate management teams across healthcare, technology, and growth-oriented sectors
  • Develop perspectives on leadership strength, gaps, and hiring needs pre-close
  • Prepare materials and insights for internal diligence discussions and Investment Committee review
  • Leverage network and market data to inform underwriting decisions

Portfolio Monitoring and Talent Support

Support ongoing talent management and performance tracking across portfolio companies.

  • Track and analyze CEO and senior executive performance across the portfolio, including quarterly updates and annual reviews
  • Maintain structured records of executive assessments, development priorities, and performance insights
  • Support CEO evaluation, succession planning, and talent reviews
  • Track executive team composition, changes, and gaps across portfolio companies
  • Help build a more proactive, data-driven view of leadership teams and talent needs

Network Development and Market Intelligence

Build and leverage Summit's network to drive talent outcomes and generate investment insight.

  • Build and maintain relationships with executives, operators, and functional leaders across healthcare, technology, and growth-oriented sectors
  • Develop pipelines for critical roles (CEO, CFO, CRO, CTO, CPO, Board, and other functional leadership positions)
  • Leverage the network to surface potential investment opportunities and generate market intelligence
  • Support investment teams by providing talent-driven insights across companies, subsectors, and themes
  • Conduct targeted research and market mapping across healthcare, software, internet, data infrastructure, and tech-enabled services ecosystems
  • Maintain visibility into high-potential leaders and emerging talent across relevant sectors

Data, Systems, and Process Infrastructure

Improve how talent data is captured, structured, and used to drive decisions.

  • Ensure high-quality data capture and maintenance across Thrive, A5, and related systems
  • Develop and maintain consistent templates for tracking, feedback, and reporting
  • Improve visibility into talent pipelines, search progress, and portfolio insights
  • Identify opportunities to improve workflows, data integrity, and execution speed

Cross Practice Talent Initiatives

  • Support broader Talent team priorities that create more consistency, leverage, and shared insight across practices.
  • Support compensation benchmarking across roles, companies, and sectors
  • Help maintain structured portfolio talent and compensation datasets
  • Contribute to executive network development, nurturing, and management across practices
  • Support portfolio-wide talent programs (e.g., high-potential executive initiatives)
  • Help standardize best practices, tools, and reporting across the Talent team

 

Profile and Qualifications

  • 2-4+ years of experience in executive search, talent, recruiting, or related environments
  • Experience within healthcare, technology, growth products & services, private equity, or related sectors is strongly preferred
  • Strong ability to build, develop, and maintain relationships with senior executives; comfortable representing the firm externally with credibility
  • Demonstrated track record of proactive networking and pipeline development across relevant sectors
  • Strong project management skills with the ability to manage multiple high-priority workstreams
  • Demonstrated ability to operate with ownership and drive execution in a fast-paced environment
  • Experience working with executive search firms or within a private equity environment is a plus
  • Strong analytical and communication skills, with the ability to synthesize information into clear insights
  • Comfort working with data systems and structured processes; detail-oriented with strong follow-through

A bit more

This role is based out of our Boston office, in the heart of Back Bay and in our New York City office. This role requires full-time in-office presence five days per week. You will have access to an onsite gym, catered breakfast and lunch, a fully stocked kitchen, and plentiful team and office events. Compensation is highly competitive.

We are committed to cultivating a high-performance environment designed to generate the best ideas, drive innovation and promote the professional growth of our team. We set a high bar, welcoming diverse perspectives to get to the best outcomes.

Exceptional people are the foundation of our success both within Summit and across our portfolio companies. Together, we build and grow category-leading companies and successful careers.  Thank you for considering Summit, and we look forward to receiving your application.

 

Compensation

The expected base salary range for this position is $100,000-$120,000. Actual compensation will be determined based on factors such as the candidate's qualifications, skills, and experience. This range may be modified in the future.