Associate, Business Development

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
• 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
• 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
• 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
• 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

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
• We 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 always seeking great talent. We are proud to be 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.
• For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice
• Jordan Park is an SEC-registered investment adviser (RIA).