{"id":878031,"url":"https://alion.io/job/jordanparkgroup-associate-business-development","title":"Associate, Business Development","company":{"id":720327,"name":"Jordanpark","domain":"jordanpark.com","url":"https://alion.io/company/jordanpark","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":75,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-17T05:46:00Z"}},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["San Francisco, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":120000,"max":150000,"currency":"USD","period":"year","gross":null,"usd_annual":150000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-02-19T20:29:56Z","employer_posted_date":"2026-09-17","last_verified_at":"2026-10-18T23:27:34Z","board_verified":true,"closed_at":null,"days_open":241,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":240},"description":"Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. 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.\nOur mission is to enhance lives and legacies.\nAssociate, Business Development\nSan Francisco, California\nWe 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.\nDuties and Responsibilities\nBuild and Operate the Business Development EngineDesign and run the end-to-end business development engine, including sourcing, research, qualification, team allocation, and pipeline tracking\nBuild workflows, operating cadence, and governance that provide leadership visibility into pipeline health, conversion performance, and revenue trajectory\nDefine standardized qualification criteria, stage definitions, and routing logic to ensure senior advisors focus on the highest-probability opportunities\nEstablish handoff protocols and feedback loops that maintain momentum and preserve relationship quality from centralized preparation through advisor engagement\nCreate tailored presentations and proposals for prospective clients, ensuring alignment with their unique financial goals and the firm’s value proposition\nManage and track the entire prospective client pipeline in CRM (e.g., Salesforce), including logging interactions, updating status, and maintaining accurate records\n\nEnable Consistent Prospective Client EngagementDevelop materials and playbooks that support consistent prospective client engagement, including templates, positioning frameworks, and briefing standards aligned to a unified firm narrative\nEnsure advisors are equipped with well-researched opportunities, strong materials, and clear context at the point of engagement\n\nReporting, Analytics, and Operational RigorBuild dashboards and tools to track KPIs, pipeline performance, and operational effectiveness\nTrack and report on progress of strategic initiatives, identifying risks, dependencies, and roadblocks\nPrepare content for leadership, strategic planning sessions, and business reviews\nAnalyze referral sources and pipeline metrics to identify trends and report on business development performance, including client referrals, reference calls, and projected AUM\n\nStrategic InitiativesSupport execution of key firm initiatives, with primary emphasis on business development and secondary support for select corporate initiatives\nContribute to internal communications on behalf of senior leadership, as needed\nAssist with initiatives that strengthen culture, performance, and cross-functional collaboration\n\nAbout You\nBachelor’s degree with 3-5 years of relevant experience (strategy, business development, consulting, or investment management)\nStrong analytical, writing, and presentation skills; capable of producing polished, decision-ready materials\nHighly organized and effective at managing multiple priorities with senior stakeholders\nProficient in Microsoft Excel, PowerPoint\nSelf-starter who takes ownership and works effectively both independently and collaboratively\nProven client-facing experience and strong interpersonal communication skills\nHigh attention to detail, discretion, and integrity\nCurious, resilient problem-solver who thrives in dynamic environments\nCompensation & Benefits\nCompensation 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.\nThe 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.\nOur benefits package includes: \nMedical, dental & vision insurance - 100% of premium covered for employees\n401k participation with employer contribution\nGenerous paid time off \nCommuter benefits program (pre-paid tax dollars towards your commute)\nFitness Reimbursement\nAnnual Professional Development and Mindfulness Stipend\nWe are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.\nJordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.\nFor information about our privacy practices, including disclosures for California residents, please see our Privacy Notice\nJordan Park is an SEC-registered investment adviser (RIA).","description_format":"text","description_chars":5490,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Professional development","Vision insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-13T22:14:28Z"},{"event":"close","at":"2026-09-17T07:28:00Z"},{"event":"reopen","at":"2026-09-17T19:29:46Z"}],"visa":[],"liveness":{"score":4,"band":"cold","label":"Long shot","p_open":1,"p_active":0.151,"p_room":0.28,"age_days":239,"expected_fill_days":21,"reasons":["conf:0","win:tail","crowd:"],"computed_at":"2026-10-17T05:46:00Z"},"pay":{"stated_usd_annual":150000,"is_top_pay":true},"html_url":"https://alion.io/job/jordanparkgroup-associate-business-development","json_url":"https://alion.io/job/jordanparkgroup-associate-business-development.json","meta":{"generated_at":"2026-10-19T01:16:33Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":522,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-20T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":720327},"rest":"https://alion.io/mcp/rest/get_company?id=720327"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fjordanparkgroup-associate-business-development"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fjordanparkgroup-associate-business-development"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fjordanparkgroup-associate-business-development"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/jordanparkgroup-associate-business-development\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fjordanparkgroup-associate-business-development"}]}