Analyst, Business Development - Private Wealth

stepstone.fr; San Diego (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

Stepstone.fr is seeking a Regional Business Development Analyst to independently support our distribution strategy through market analysis and advisor consultancy. The successful candidate will lead data-driven analytics, manage relationships with financial advisors, and educate them on investment products.

This position requires a Bachelor's degree, relevant sales experience, and the ability to obtain FINRA licenses. Key skills include strong communication and analytical abilities, and familiarity with SalesForce.

Qualifications

• Bachelor’s degree is required.
• Sales experience and market knowledge in financial services is needed.
• Ability to obtain FINRA Series 7 and Series 63 within a specified timeframe.

Responsibilities

• Lead strategic analytics and develop insights for business initiatives.
• Serve as a project lead between sales and operations.
• Develop and manage relationships with advisors.
• Analyze market conditions to influence product positioning.

Skills

Customer issue resolution

Interpersonal skills

Telephone communication

Analytical skills

Time management

SalesForce knowledge

Education

Bachelor’s degree

Tools

SalesForce

Job description

Position Overview

The Regional Business Development Analyst of StepStone Private Wealth is responsible for independently supporting StepStone Private Wealth’s distribution strategy through market analysis, advisor consultation, and the exercise of discretion and independent judgment in recommending product solutions across the Broker Dealer and RIA channels.

Essential Job Functions

• Lead strategic CRM‑driven analytics, evaluate data within internal CRM, and develop insights that inform business development initiatives.
• Serve as a cross‑functional project lead between sales and operations, identifying process improvements and driving implementation.
• Develop and manage advisor relationships by conducting consultative discussions, identifying business opportunities, and tailoring product recommendations.
• Influence market share growth by analyzing advisor needs, interpreting market conditions, and advising on optimal StepStone Private Wealth product positioning.
• Proactively educate advisors on StepStone Private Wealth distributed products, competitive positioning, and make recommendations for their clients, applying specialized investment knowledge.
• Maintain advanced industry knowledge and serve as a technical resource on investment structures, regulatory considerations, competitors, and market conditions.
• Continuously analyze market and business performance and position to develop insights that guide consultations with financial advisors and registered representatives relating to StepStone Private Wealth distributed products.
• Respond to technical product and competitive positioning questions requiring independent analysis and subject‑matter expertise.
• Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any internal guidelines established by StepStone Private Wealth Management.

Education and/or Work Experience Requirements

• Bachelor’s degree
• Previous sales experience and market/industry knowledge of financial services
• Experience in financial services involving analysis, advisor consultation, or strategic business development functions
• FINRA Series 7 and Series 63, or ability to obtain within required timeframe

Required Knowledge, Skills, and Abilities

• Ability to handle and resolve customer issues and evaluate complex advisor needs and recommend strategic solutions with minimal guidance
• Strong interpersonal skills
• Excellent telephone communication skills
• Advanced analytical skills, with ability to interpret distribution, market, and product data to guide strategy
• Strong time management and organizational skills
• Work independently and in a team environment, with ability to prioritize initiatives and collaborate across teams
• Proactive and innovative self-starter
• Experience or knowledge of SalesForce

Equal Opportunity & Inclusion

As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.

Candidates must be at least 18 years old to apply.