Associate, Business Development

Overview Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.Associate, Business DevelopmentSan Francisco, CaliforniaWe 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 EngineDesign and run the end-to-end business development engine, including sourcing, research, qualification, team allocation, and pipeline trackingBuild workflows, operating cadence, and governance that provide leadership visibility into pipeline health, conversion performance, and revenue trajectoryDefine standardized qualification criteria, stage definitions, and routing logic to ensure senior advisors focus on the highest-probability opportunitiesEstablish handoff protocols and feedback loops that maintain momentum and preserve relationship quality from centralized preparation through advisor engagementCreate tailored presentations and proposals for prospective clients, ensuring alignment with their unique financial goals and the firm's value propositionManage and track the entire prospective client pipeline in CRM (e.g., Salesforce), including logging interactions, updating status, and maintaining accurate recordsEnable Consistent Prospective Client EngagementDevelop materials and playbooks that support consistent prospective client engagement, including templates, positioning frameworks, and briefing standards aligned to a unified firm narrativeEnsure advisors are equipped with well-researched opportunities, strong materials, and clear context at the point of engagementReporting, Analytics, and Operational RigorBuild dashboards and tools to track KPIs, pipeline performance, and operational effectivenessTrack and report on progress of strategic initiatives, identifying risks, dependencies, and roadblocksPrepare content for leadership, strategic planning sessions, and business reviewsAnalyze referral sources and pipeline metrics to identify trends and report on business development performance, including client referrals, reference calls, and projected AUMStrategic InitiativesSupport execution of key firm initiatives, with primary emphasis on business development and secondary support for select corporate initiativesContribute to internal communications on behalf of senior leadership, as neededAssist with initiatives that strengthen culture, performance, and cross‑functional collaborationAbout 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 materialsHighly organized and effective at managing multiple priorities with senior stakeholdersProficient in Microsoft Excel, PowerPointSelf‑starter who takes ownership and works effectively both independently and collaborativelyProven client‑facing experience and strong interpersonal communication skillsHigh attention to detail, discretion, and integrityCurious, resilient problem‑solver who thrives in dynamic environmentsCompensation 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.Benefits package includes:Medical, dental & vision insurance – 100% of premium covered for employees401k participation with employer contributionGenerous paid time offCommuter benefits program (pre-paid tax dollars towards your commute)Fitness ReimbursementAnnual Professional Development and Mindfulness StipendWe are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.Jordan Park is an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.Jordan Park is an SEC-registered investment adviser (RIA).Privacy notice: For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice.#J-18808-Ljbffr