Wealth BD Senior Analyst: UK Market & Client Servicing

StepStone Group; Greater London; On-site; GBP 45,000 - 65,000; Full time

Job summary

StepStone Group in London is seeking a highly organised Business Development Analyst/Senior Analyst to join the UK Wealth Business Development team. The role supports activity across the UK wealth market and coordinates with EMEA for GFI and Wealth sales initiatives.

The successful candidate will coordinate responses, manage inputs across sales, investment and product teams, and help ensure a high‑quality client experience.

Qualifications

• 2–5 years of relevant professional experience in UK wealth market preferred.
• Experience in wealth sales support, business development or client servicing.
• Bachelor’s degree preferred; adaptable educational background accepted.

Responsibilities

• Support business development activity across the UK wealth market and engage across EMEA.
• Coordinate responses, inputs and deliverables with sales, investment and product teams.
• Prepare materials for client meetings, RFPs and due diligence requests.
• Track pipeline, manage follow-ups and maintain CRM data accuracy.
• Develop market maps and build familiarity with key wealth clients and channels.
• Take ownership of projects and improve cross‑team coordination.

Skills

Organisation

Project coordination

UK wealth market knowledge

Communication skills

Ownership / proactivity

Education

Bachelor's degree

Tools

Excel

PowerPoint

Outlook

Word

Salesforce / CRM

Job description

StepStone Group in London is seeking a highly organised Business Development Analyst/Senior Analyst to join the UK Wealth Business Development team. The role supports activity across the UK wealth market and coordinates with EMEA for GFI and Wealth sales initiatives.

The successful candidate will coordinate responses, manage inputs across sales, investment and product teams, and help ensure a high‑quality client experience.