Associate, Business Development
About the role
We are seeking a highly motivated professional who will partner closely with the Founder and Senior Client Team Leads to align business development with firm priorities. This person will own the end-to-end business development operation, ensuring advisors have well-researched opportunities, strong materials, clear pipeline visibility, and consistent execution standards.
Responsibilities
- Build and Operate the Business Development Engine
- Design and run the end-to-end business development engine, including sourcing, research, qualification, team allocation, and pipeline tracking
- Create tailored presentations and proposals for prospective clients, ensuring alignment with their unique financial goals and the firm’s value proposition
- Manage and track the entire prospective client pipeline in CRM (e.g., Salesforce), including logging interactions, updating status, and maintaining accurate records
- Enable Consistent Prospective Client Engagement
- Develop materials and playbooks that support consistent prospective client engagement, including templates, positioning frameworks, and briefing standards aligned to a unified firm narrative
- Reporting, Analytics, and Operational Rigor
- Build dashboards and tools to track KPIs, pipeline performance, and operational effectiveness
- Track and report on progress of strategic initiatives, identifying risks, dependencies, and roadblocks
- Prepare content for leadership, strategic planning sessions, and business reviews
- Analyze referral sources and pipeline metrics to identify trends and report on business development performance, including client referrals, reference calls, and projected AUM
- Strategic Initiatives
- Support execution of key firm initiatives, with primary emphasis on business development and secondary support for select corporate initiatives
- Contribute to internal communications on behalf of senior leadership, as needed
- Aid in initiatives that strengthen culture, performance, and cross-functional collaboration
Requirements
- Bachelor’s degree with 3–5 years of relevant experience (strategy, business development, consulting, or investment management)
- Strong analytical, writing, and presentation skills; capable of producing polished, decision-ready materials
- Highly organized and effective at managing multiple priorities with senior stakeholders
- Proficient in Microsoft Excel, PowerPoint
- Self-starter who takes ownership and works effectively both independently and collaboratively
- Proven client-facing experience and strong interpersonal communication skills
- High attention to detail, discretion, and integrity
- Curious, resilient problem-solver who thrives in dynamic environments
Benefits
Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits, and other perks. We apply a total reward philosophy when determining compensation terms. The expected base salary for this role in San Francisco, California will range from $120,000 to $150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Our benefits package includes:
- Medical, dental & vision insurance – 100% of premium covered for employees
- 401k participation with employer contribution
- Generous paid time off
- Commuter benefits program (pre-paid tax dollars towards your commute)
- Fitness Reimbursement
- Annual Professional Development and Mindfulness Stipend
Company Information
Jordan Park is an SEC-registered investment adviser (RIA).
Contact
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