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Business Development Analyst - Private Wealth

On-site Full-time

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Experience Level

Experience

Qualifications

Education and Experience Requirements:Bachelor’s degree in Finance, Business, Economics, or a related field. Experience in business development or financial services is preferred. Strong analytical skills with proficiency in CRM software and data analytics. Excellent communication and interpersonal skills, with the ability to build relationships and influence stakeholders. Demonstrated ability to work independently and as part of a team.

About the job

StepStone is a leading global private markets firm, specializing in providing customized investment solutions, advisory services, and impactful, data-driven insights to investors worldwide. By harnessing our extensive platform and unmatched intelligence across various sectors, strategies, and geographies, we empower our clients to uncover opportunities and achieve success.

Position Overview

The Business Development Analyst for StepStone Private Wealth plays a crucial role in supporting the distribution strategy by conducting market analysis, engaging with advisors, and exercising independent judgment to recommend tailored product solutions across Broker Dealer and RIA channels.

Key Responsibilities:

  • Lead analytics driven by CRM systems, assess internal data, and derive insights to shape business development strategies.
  • Act as a project lead, collaborating between sales and operations to identify process enhancements and oversee their execution.
  • Build and nurture relationships with advisors through consultative discussions to identify business opportunities and customize product recommendations.
  • Drive market share growth by analyzing advisor needs, interpreting market dynamics, and advising on optimal product positioning for StepStone Private Wealth.
  • Proactively educate advisors on StepStone Private Wealth products, competitive landscape, and provide recommendations tailored for their clients, leveraging specialized investment expertise.
  • Maintain comprehensive industry knowledge and serve as a technical resource on investment structures, regulatory factors, competitive analysis, and market trends.
  • Continuously evaluate market performance and business positioning to develop insights that guide consultations with financial advisors regarding StepStone Private Wealth products.
  • Address technical inquiries about product offerings and competitive positioning requiring independent analysis and expertise.
  • Adhere to all applicable securities regulations as mandated by FINRA and SEC, along with internal guidelines established by StepStone Private Wealth Management.

About StepStone Group

StepStone Group is a premier global private markets investment firm that focuses on providing customized investment solutions and advisory services, delivering impactful insights to a diverse range of investors worldwide.

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