Analyst, Business Development - Private Wealth
StepStone Group · La Jolla
- On site
- La Jolla
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Subject: Interested in the Analyst, Business Development - Private Wealth role at StepStone Group
Hi Morgan — I came across the Analyst, Business Development - Private Wealth opening and wanted to reach out directly. I've spent the last few years doing exactly this kind of work, and StepStone Group stood out because…
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About the role
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
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
#LI-Hybrid
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.