Vice President Regional Business Development, Private Wealth

Vice President Regional Business Development, Private Wealth

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, Vice President position at StepStone Private Wealth is a hybrid, territory-based role based out of our La Jolla office, covering the Northern Californiaarea territory. This role focuses on building and expanding relationships with financial advisors across RIAs, independent broker-dealers, and wirehouse channels. It blends in-office responsibilities with significant field engagementexpect approximately 50% travel within your assigned territory to meet with advisors, host events, and represent StepStone Private Wealth at industry conferences.

Essential Job Functions

• Develop new and deepen existing relationships with financial advisors across the RIA, IBD, and wirehouse channels
• Drive territory growth by consulting with advisors on StepStone's private market offerings, positioning them effectively for client portfolios.
• Deliver in-person and virtual presentations, host client seminars, and represent the firm at conferences and educational forums to promote our investment solutions.
• Provide timely market insights, product updates, and strategic guidance to help advisors navigate the alternative investment landscape.
• Act as a subject matter expert on StepStone Private Wealth's offerings, the competitive landscape, and broader private market industry trends.
• Partner closely with internal business development team members to ensure seamless follow-up, pipeline management, operations, and sales process execution.
• Serve as a trusted resource for technical product details, competitive positioning, and industry developments, ensuring advisors are well-equipped to present our solutions to their clients.
• Be a student of the industrystaying current on private and public market developments, industry research, and emerging investment opportunities to provide valuable context to advisor conversations.
• Ensure full compliance with FINRA, SEC, and firm policies when marketing and selling investment products.

Education and / or Work Experience Requirements :

Required Knowledge, Skills, and Abilities

Other Attributes :

Salary Range - $78,000 - $90,000

The salary range is an estimate of pay for this position. This position is eligible to receive commission payments in addition to salary. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience.

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.