Analyst - Regional Business Development - Private Wealth - StepStone Group
Charlotte, NC
About the 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.
Firm Overview
StepStone Private Wealth (SPW) believes individual investors should have more transparent, convenient, and efficient access to private markets. Whether investing for retirement, education, or financial stability, investors can benefit from the diversification and returns of private market assets. The mission of SPW, whose name is derived from the Latin verb for conversion, is to convert the institutional advantage into individual opportunity. We seek to expand access to the private markets for individual investors and thereby transform their portfolios to enhance long-term outcomes. SPW is a wholly-owned business of StepStone Group and leverages StepStone's deep expertise across the private markets to build innovative investment solutions using an investor-centric approach.
Position Overview:
The Regional Business Development Analyst of StepStone Private Wealth is responsible for developing and expanding relationships with registered representatives in the Private Wealth network of Broker Dealers and registered investment advisors.
Essential Job Functions:
- Develop new and build upon existing relationships with financial advisors and registered representatives in the Broker Dealer and RIA network within their territory.
- Grow SPW market share within the territory through consultation with financial advisors and registered representatives on our products.
- Provide appropriate guidance to the financial advisors and registered representatives regarding the Company's operating results and business strategies.
- Proactively educate financial advisors and registered representatives regarding SPW distributed products and benefits and make recommendations for their clients.
- Strive to become a knowledgeable resource to the broker dealer network and internal associates on all aspects of the investment industry, competitors (direct and indirect), and products available in the market
- Maintain knowledge of our business and market performance/position in order to provide guidance to financial advisors and registered representatives related to SPW distributed products
- Respond to technical product and competitive positioning questions as appropriate.
- Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any internal guidelines established by SPW Management.
- Host client seminars, conferences and education forums for purposes of educating our financial advisors/registered representatives regarding SPW distributed products
Education and/or Work Experience Requirements:
- Bachelor's degree
- Previous sales experience and market/industry knowledge of financial services
- Willingness to obtain FINRA Series 7 and Series 63 within an identified period of time
Required Knowledge, Skills, and Abilities
- Ability to handle and resolve customer issues with minimal guidance
- Strong interpersonal skills with proven ability to build effective relationships
- Strong advisory services background with progressive level of proven results
- Excellent telephone communication skills and etiquette
- Excellent interpersonal communication and presentation skills
- Effective analytical skills
- Detail oriented
- Strong time management and organizational skills
- Leadership skills
- Diplomacy in client interactions
- Work independently and in a team environment
- Proactive and innovative self-starter
Other Attributes:
- Willingness to work a flexible schedule
- High level of confidentiality
- Commitment to learning
- Possess an accreditation like a CFA, CPA, or CAIA
About us
Working out of 26 offices in 15 countries, StepStone has a truly global viewpoint. As people are our biggest asset, we offer resources to help our employees reach their full potential. Our principles are based on integrity, transparency, respect and creativity, which together define how we do business.
Join us
When you choose to work at StepStone, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen. Our integrated global team shares insights into how managers think and operate, as well as how they might perform.
StepStone offers a competitive compensation package including salary and incentive compensation for all full time hires, as well as a comprehensive benefits package.
Benefits
We offer a range of benefits which include comprehensive healthcare, strong retirement plan, a mental health well-being program, paid time off, student loan repayment program for our US office locations, and several wellness initiatives.
Disclaimer / Policy Statements
At StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups representing our dedication to Diversity, Equity & Inclusion.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
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