StepStone is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $640 billion of total capital allocations, including $143 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve for the objectives of any investment program.  With a culture built on entrepreneurialism, partnership and being a team within teams, our firm offers joiners the opportunity to think out loud, collaboratively.

The Analyst – Regional Business Development of StepStone Private Wealth is responsible for developing and expanding relationships with registered representatives in the StepStone Private Wealth network of Broker Dealers and registered investment advisors.

• Assist business development team with data entry & analytics within internal CRM, marketing, & other timely projects.
• Liaison between sales and operations
• Develop new and build upon existing relationships with financial advisors and registered representatives in the Broker Dealer and RIA network.
• Grow StepStone Private Wealth market share 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 StepStone Private Wealth 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 StepStone Private Wealth distributed products
• Respond to technical product and competitive positioning questions as
• Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any internal guidelines established by StepStone Private Wealth Management.

• Bachelor’s degree
• Previous sales experience and market/industry knowledge of financial services
• FINRA Series 7 and Series 63, or obtain within an identified period of time

• 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

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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