Analyst, Business Development - Private Wealth

StepStone Group; San Diego (CA); On-site; USD 60,000 - 81,000; Full time

Job summary

StepStone Group in San Diego is seeking a client-facing analytics-driven professional to lead CRM-driven analytics, serve as a cross-functional project lead between sales and operations, and develop advisor relationships.

You will influence market share by understanding advisor needs, advising on StepStone Private Wealth product positioning, and educating advisors on distributed products while adhering to FINRA/SEC guidelines.

Qualifications

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

Responsibilities

• 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.
• Educate advisors on StepStone Private Wealth distributed products, competitive positioning, and make recommendations for their clients.

Skills

CRM analytics

Cross-functional collaboration

Advisor relations

Strategic product positioning

SalesForce

Education

Bachelor’s degree

FINRA Series 7 and Series 63

Tools

SalesForce

Job description

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

Position Overview

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 with proven ability to build effective relationships
• Excellent telephone communication skills and etiquette
• 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

Other Attributes

• Willingness to work a flexible schedule
• High level of confidentiality
• Commitment to learning

Salary: $70,305

The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.

At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.

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.

Developing People at StepStone