Associate, Business Development at Jordan Park Group in San Francisco, California, United States

Job description

• 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.

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

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

Skills

Required

• Highly organized
• Self-starter
• Interpersonal communication
• Attention to detail
• Discretion
• Integrity
• Curious
• Resilient
• Problem-solver
• Microsoft Excel
• PowerPoint
• CRM (e.g., Salesforce)

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.
• 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