Job Application for Associate, Business Development at Jordan Park Group

Back to jobs

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.

Our mission is to enhance lives and legacies.

Associate, Business Development
San Francisco, California

We 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.

Duties and Responsibilities

Build and Operate the Business Development Engine
- Design and run the end-to-end business development engine, including sourcing, research, qualification, team allocation, and pipeline tracking
- Build workflows, operating cadence, and governance that provide leadership visibility into pipeline health, conversion performance, and revenue trajectory
- Define standardized qualification criteria, stage definitions, and routing logic to ensure senior advisors focus on the highest-probability opportunities
- Establish handoff protocols and feedback loops that maintain momentum and preserve relationship quality from centralized preparation through advisor engagement
- Create tailored presentations and proposals for prospective clients, ensuring alignment with their unique financial goals and the firm’s value proposition
- Manage and track the entire prospective client pipeline in CRM (e.g., Salesforce), including logging interactions, updating status, and maintaining accurate records

Enable Consistent Prospective Client Engagement
- Develop materials and playbooks that support consistent prospective client engagement, including templates, positioning frameworks, and briefing standards aligned to a unified firm narrative
- Ensure advisors are equipped with well-researched opportunities, strong materials, and clear context at the point of engagement

Reporting, Analytics, and Operational Rigor
- Build dashboards and tools to track KPIs, pipeline performance, and operational effectiveness
- Track and report on progress of strategic initiatives, identifying risks, dependencies, and roadblocks
- Prepare content for leadership, strategic planning sessions, and business reviews
- Analyze referral sources and pipeline metrics to identify trends and report on business development performance, including client referrals, reference calls, and projected AUM

Strategic Initiatives
- Support execution of key firm initiatives, with primary emphasis on business development and secondary support for select corporate initiatives
- Contribute to internal communications on behalf of senior leadership, as needed
- Assist with initiatives that strengthen culture, performance, and cross‑functional collaboration

About You

Bachelor’s degree with 3–5 years of relevant experience (strategy, business development, consulting, or investment management)
Strong analytical, writing, and presentation skills; capable of producing polished, decision‑ready materials
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 and strong interpersonal communication skills
High attention to detail, discretion, and integrity
Curious, resilient problem‑solver who thrives in dynamic environments

Compensation & Benefits

Compensation 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.

The 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.

Our benefits package includes:

Medical, dental & vision insurance – 100% of premium covered for employees
401k participation with employer contribution
Generous paid time off
Commuter benefits program (pre-paid tax dollars towards your commute)
Fitness Reimbursement
Annual Professional Development and Mindfulness Stipend

We 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.

Jordan 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.

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice

Jordan Park is an SEC-registered investment adviser (RIA).

Create a Job Alert

Interested in building your career at Jordan Park Group? Get future opportunities sent straight to your email.

First Name

Last Name

Country

Phone

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

LinkedIn Profile

How did you hear about Jordan Park?

Select...

If you were referred to us, who can we thank?

Why this opportunity now? Why Jordan Park?

Have you ever applied to this company before?

Select...

If yes, please share for which role and estimated time frame.

Please explain any gaps in your employment history in excess of one month to help us understand your professional transitions. Please also generally explain the reason for each professional transition you've made to date.

Have you ever been terminated or asked to resign from any job?

Select...

If yes, please explain the circumstances for each occasion.

Are you currently, or have you ever been licensed or registered in the securities industry? (if applicable)

Select...

Do you have any current or pending disclosures on your U4? If yes, please share details of those circumstances. (if applicable)

Select...

If yes, please explain the circumstances for each occasion.

Have you ever been disciplined by a regulatory authority, or had a license suspended, denied or revoked? (if applicable)

Select...

If yes, please explain the circumstances for each occasion.

Are you legally eligible to work in the U.S.?

Select...

Will you now or in the future require visa sponsorship for employment?

Select...

Please share your compensation expectations. (salary, bonus and/or total compensation)

Anything else?

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Jordan Park Group’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Gender

Select...

Are you Hispanic/Latino?

Select...

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Veteran Status

Select...

Associate, Business Development

Apply for this job

Voluntary Self-Identification