Analyst, Business Development - Private Wealth

Stepstone

La Jolla, California, USA
On-site
Crm-driven analytics
Advisor relationship management
Market share growth analysis
StepStone is seeking a Business Development Analyst for their Private Wealth division in La Jolla, California. The role involves market analysis, advisor consultations, and supporting distribution strategies, requiring strong analytical and interpersonal skills

Job Summary

  • The Regional Business Development Analyst is responsible for supporting StepStone Private Wealth’s distribution strategy through market analysis and advisor consultation.
  • Key responsibilities include leading CRM-driven analytics, developing advisor relationships, and influencing market share growth by analyzing advisor needs and market conditions.
  • The role requires advanced analytical skills, strong interpersonal and communication skills, and the ability to work independently and collaboratively.

Matching Summary

Match Score: 85

StepStone is seeking a Business Development Analyst for their Private Wealth division in La Jolla, California. The role involves market analysis, advisor consultations, and supporting distribution strategies, requiring strong analytical and interpersonal skills.

Skills & Requirements

Must-have

  • CRM-driven analytics
  • advisor relationship management
  • market share growth analysis
  • investment product recommendations
  • FINRA and SEC regulations

Nice-to-have

  • cross-functional project leadership
  • proactive advisor education
  • Salesforce experience

Key Requirements

  • Bachelor's degree
  • Previous sales experience
  • Financial services market/industry knowledge
  • Experience in financial services analysis, advisor consultation, or strategic business development
  • FINRA Series 7 and Series 63 (or ability to obtain)

Work Rights

Not specified

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