Associate, Business Development

Jordan Park Group•San Francisco, CA

1d•$120,000 - $150,000

About The Position

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. 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.

Requirements

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

Responsibilities

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
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
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
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