Associate, Business Development

The role

This person will own the end-to-end business development operation by designing and running the business development engine. They will partner with the Founder and Senior Client Team Leads to align business development with firm priorities.

What you will do

• Design and run the end-to-end business development engine
• Build workflows, operating cadence, and governance for pipeline visibility
• Define standardized qualification criteria and routing logic
• Establish handoff protocols and feedback loops
• Create tailored presentations and proposals for prospective clients
• Manage and track the prospective client pipeline in CRM
• Develop materials and playbooks to support client engagement
• Build dashboards and tools to track KPIs and pipeline performance
• Track and report on progress of strategic initiatives
• Analyze referral sources and pipeline metrics

Required qualifications

• Bachelor’s degree
• 3–5 years of relevant experience (strategy, business development, consulting, or investment management)
• Strong analytical, writing, and presentation skills
• Highly organized and effective at managing multiple priorities with senior stakeholders
• Proficient in Microsoft Excel, PowerPoint
• Self-starter who takes ownership and works effectively both independently and collaboratively
• Proven client-facing experience
• Strong interpersonal communication skills
• High attention to detail, discretion, and integrity
• Curious, resilient problem-solver

Benefits

• Medical, dental & vision insurance – 100% of premium covered for employees
• 401k participation with employer contribution
• Generous paid time off
• Commuter benefits program
• Fitness Reimbursement
• Annual Professional Development and Mindfulness Stipend

About the company

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Their mission is to enhance lives and legacies.