Analyst, Business Development – Private Wealth
StepStone Group
La Jolla Ranch, CA, USA
4 weeks ago
Salary
-- Experience
1-3 years Type
Full-Time Strategy
Other Team
Business Development, Sales Firm AUM
-- The Analyst in Business Development for Private Wealth at StepStone Group plays a key role in supporting the distribution strategy. This position involves analyzing market data, building relationships with financial advisors, and educating them on investment products. It’s a great opportunity for someone looking to grow in the financial services industry while working in a collaborative environment.
What You’ll Do
- Analyze market data to support business development
- Work with sales and operations to improve processes
- Build relationships with financial advisors
- Educate advisors on investment products
What You Need
- Bachelor’s degree
- Sales experience in financial services
- Experience in analysis or strategic business development
- Ability to obtain FINRA Series 7 and Series 63
What You’ll Love
- Opportunity to work in a dynamic team
- Access to mentorship programs
- Supportive work environment
- Chance to grow your career in private wealth
About the Firm
- StepStone Group specializes in private markets
- Offers tailored investment solutions
- Focuses on data-driven insights
- Values employee empowerment and diversity
