Analyst, Business Development - Private Wealth

Skip to main content Analyst, Business Development - Private Wealth StepStone Group La Jolla Shores, CA Apply Join or sign in to find your next job Join to apply for the Analyst, Business Development - Private Wealth role at StepStone Group Email or phone Password Show Forgot password? Sign in Sign in with Email or New to LinkedIn? Join now By clicking Continue to join or sign in, you agree to LinkedIn’s User Agreement, Privacy Policy, and Cookie Policy. Analyst, Business Development - Private Wealth StepStone Group La Jolla Shores, CA 2 weeks ago Over 200 applicants See who StepStone Group has hired for this role Apply Join or sign in to find your next job Join to apply for the Analyst, Business Development - Private Wealth role at StepStone Group Email or phone Password Show Forgot password? Sign in Sign in with Email or New to LinkedIn? Join now By clicking Continue to join or sign in, you agree to LinkedIn’s User Agreement, Privacy Policy, and Cookie Policy. Save Report this job We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.Position OverviewThe Regional Business Development Analyst of StepStone Private Wealth is responsible for independently supporting StepStone Private Wealth’s distribution strategy through market analysis, advisor consultation, and the exercise of discretion and independent judgment in recommending product solutions across the Broker Dealer and RIA channelsEssential Job FunctionsLead strategic CRM‑driven analytics, evaluate data within internal CRM, and develop insights that inform business development initiatives.Serve as a cross‑functional project lead between sales and operations, identifying process improvements and driving implementation.Develop and manage advisor relationships by conducting consultative discussions, identifying business opportunities, and tailoring product recommendations.Influence market share growth by analyzing advisor needs, interpreting market conditions, and advising on optimal StepStone Private Wealth product positioning.Proactively educate advisors on StepStone Private Wealth distributed products, competitive positioning, and make recommendations for their clients, applying specialized investment knowledge.Maintain advanced industry knowledge and serve as a technical resource on investment structures, regulatory considerations, competitors, and market conditions.Continuously analyze market and business performance and position to develop insights that guide consultations with...