Jordan Park Group
Associate, Business Development
San Francisco, California, United States
Sponsorship not specified$120k-$150kDetected 79 days ago
SalesforceCRMBusiness DevelopmentExcelCadenceResearchLeadershipCommunicationCollaborationPublic SpeakingOrganizational SkillsMicrosoft Office
About the role
- 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.
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
- 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
- Build dashboards and tools to track KPIs, pipeline performance, and operational effectiveness
Compensation
- Annual Professional Development and Mindfulness Stipend
- 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.
Benefits
- Build workflows, operating cadence, and governance that provide leadership visibility into pipeline health, conversion performance, and revenue trajectory
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