Associate, Business Development

Associate, Business Development
San Francisco, California

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.

Duties and 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
  • Build workflows, operating cadence, and governance that provide leadership visibility into pipeline health, conversion performance, and revenue trajectory
  • Define standardized qualification criteria, stage definitions, and routing logic to ensure senior advisors focus on the highest-probability opportunities
  • Establish handoff protocols and feedback loops that maintain momentum and preserve relationship quality from centralized preparation through advisor engagement
  • 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
  • Ensure advisors are equipped with well-researched opportunities, strong materials, and clear context at the point of engagement

 

• 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
  • Assist with initiatives that strengthen culture, performance, and cross‑functional collaboration

About You

• 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

 

 

Compensation & 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