Strategic Business Development Analyst – Private Wealth

StepStone Group

San Diego (CA)

On-site

USD 60,000 - 81,000

Full time

2 days ago

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Job summary

StepStone Private Wealth seeks an Analyst – Regional Business Development to support distribution strategy across Broker Dealer and RIA channels with market analysis and advisor consultations. You will exercise independent judgment to recommend product solutions and help grow market share.

Responsibilities include leading CRM driven analytics, coordinating with sales and operations, developing advisor relationships, educating on distributed assets, and staying current on industry trends and

Qualifications

Bachelor's degree and FINRA licenses or ability to obtain.
Sales experience in financial services with advisory or business development functions.
Experience analyzing market data and conducting advisor consultations.

Responsibilities

Lead CRM driven analytics and derive insights for business development initiatives.
Coordinate cross-functional projects between sales and operations to drive improvements.
Develop and manage advisor relationships through consultative discussions and opportunities.
Advise on StepStone Private Wealth product positioning based on market needs.
Educate advisors on distributed products and competitive positioning.
Maintain industry knowledge on investment structures and regulatory considerations.
Support consultations with financial advisors and registered representatives.