Talent.com
StepStone Group
Analyst, Business Development - Private WealthStepStone Group • La Jolla
Analyst, Business Development - Private Wealth

Analyst, Business Development - Private Wealth

StepStone Group • La Jolla
30+ days ago
Job type
  • Full-time
Job description

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.

Create a job alert for this search

Analyst, Business Development - Private Wealth • La Jolla

Similar jobs

Financial Analyst

TaylorMadeCarlsbad, CA, United States
Full-time

Financial Analyst for Marketing.The Financial Analyst for Marketing has a high-visibility role on TaylorMade's Commercial Finance team, serving as a key financial resource for Global Marketing and ... Show more

 • Promoted

Business Development Director

IQVIA HoldingsCarlsbad, CA, United States
Part-time

To be eligible for this position, you must reside in the same country where the job is located.Secure and retain business through professional, consultative, proactive sales activities directed at ... Show more

 • Promoted

College Financial Representative, Internship Program

Northwestern Mutual Life Insurance CompanyLa Jolla, CA, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

 • Promoted

Sr. Financial Analyst

Glanbia NutritionalsCarlsbad, CA, United States
Full-time

Senior Financial Analyst Glanbia Join this dynamic team focused on delivering better nutrition for every step of life's journey The Opportunity The Sr Financial Analyst is a key business partner to... Show more

 • Promoted

Business Development Manager

Slice Merchant ServicesCoronado, CA, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more

 • Promoted

Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

Giving Tree SurrogacyCoronado, CA, US
Full-time +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more

 • Promoted

Client Relationship Manager, Employee Group Benefits - Los Angeles or San Diego, CA

The Hartford Financial Services Group, Inc.Carlsbad, CA, United States
Full-time

We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies.Working here means having every opportunity to achieve your goals and to... Show more

 • Promoted

Consumer Insights Analyst

Earn HausLa Jolla, California, United States
Full-time +1

We are urgently seeking people interested in taking market research studies for well known brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Ear... Show more

 • Promoted

Financial Analyst FP&A, Sound United

HARMANCarlsbad, CA, United States
Full-time

As a technology leader that is rapidly on the move, Harman is filled with people who are focused on making life better.Innovation, inclusivity and teamwork are a part of our DNA.When you add that t... Show more

 • Promoted

Senior ERP Business Analyst - Finance

MagnaFlowOceanside, CA, United States
Full-time

Senior Erp Business Analyst - Finance.Magnaflow is a leading manufacturer and supplier based in Oceanside, CA of premium products to the automotive aftermarket industry such as catalytic converters... Show more

 • Promoted

Analyst, Business Development - Private Wealth

StepStone GroupLa Jolla, CA, United States
Full-time

Analyst, Business Development - Private Wealth.We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the worl... Show more

 • Promoted

Become a Surrogate: Give the Gift of Life & Earn Up to $115,000 from Home!

Giving Tree SurrogacyCoronado, CA, US
Full-time +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more

 • Promoted

Senior Analyst - Private Debt Investment Operations

StepStone GroupLa Jolla, CA, United States
Full-time

Senior Analyst - Private Debt Investment Operations.We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the... Show more

 • Promoted

Lead Financial Analyst - Finance Systems Integration & Analytics

Thermo FisherCarlsbad, CA, United States
Full-time

Lead Financial Analyst - Finance Systems Integration & Analytics.As part of the Thermo Fisher Scientific team, you'll discover meaningful work that makes a positive impact on a global scale.Join ou... Show more

 • Promoted

Senior Analyst eCommerce Loyalty Programs

TaylorMadeCarlsbad, CA, United States
Full-time

Team TaylorMade Rewards Program Manager.We're looking for an individual to own, evolve, and grow the Team TaylorMade Rewards program across our eCommerce business within our largest market.In this ... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Central San Diego, CA (area)

JPMorgan ChaseLa Jolla, CA, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - South San Diego, CA (area)

JPMorgan ChaseCoronado, CA, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more

 • Promoted

Functional Business Analyst

Cardinal IntegratedCarlsbad, CA, United States
Full-time

Yrs of Exp Business Analyst on Manhattan WMOS (2010 & 2018).Yrs of Exp Pick, Pack, Ship (PPS) process.Require a Business Analyst to join our Global Operations team in Carlsbad, CA.The resource wi... Show more

 • Promoted

Business Services Representative (Small Business Specialist)

First Citizens BankLa Jolla, CA, United States
Full-time

Business Services Representative.At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we... Show more

 • Promoted

Business Development Representative

Caring TransitionsDel Mar, CA, United States
Full-time

Business Development Representative.Caring Transitions of Carlsbad, La Jolla and Temecula is seeking a Business Development Representative to join our team.The Business Development Representative i... Show more