Job description
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.
Position Overview
The Regional Business Development, Vice President position at StepStone Private Wealth is a hybrid, territory-based role based out of our La Jolla office, covering the Northern California–area territory. This role focuses on building and expanding relationships with financial advisors across RIAs, independent broker-dealers, and wirehouse channels. It blends in-office responsibilities with significant field engagement—expect approximately 50% travel within your assigned territory to meet with advisors, host events, and represent StepStone Private Wealth at industry conferences.
Essential Job Functions
- Develop new and deepen existing relationships with financial advisors across the RIA, IBD, and wirehouse channels
- Drive territory growth by consulting with advisors on StepStone’s private market offerings, positioning them effectively for client portfolios.
- Deliver in-person and virtual presentations, host client seminars, and represent the firm at conferences and educational forums to promote our investment solutions.
- Provide timely market insights, product updates, and strategic guidance to help advisors navigate the alternative investment landscape.
- Act as a subject matter expert on StepStone Private Wealth’s offerings, the competitive landscape, and broader private market industry trends.
- Partner closely with internal business development team members to ensure seamless follow-up, pipeline management, operations, and sales process execution.
- Serve as a trusted resource for technical product details, competitive positioning, and industry developments, ensuring advisors are well-equipped to present our solutions to their clients.
- Be a student of the industry—staying current on private and public market developments, industry research, and emerging investment opportunities to provide valuable context to advisor conversations.
- Ensure full compliance with FINRA, SEC, and firm policies when marketing and selling investment products.
Education and/or Work Experience Requirements:
- Bachelor’s degree
- Prior inside sales experience in alternative asset management
- FINRA SIE, Series 7, and Series 63
Required Knowledge, Skills, and Abilities
- Strong advisory services background with progressive level of proven results
- Strong interpersonal skills with proven ability to build effective relationships
- Excellent interpersonal communication and presentation skills
- Proven ability to manage a territory, prioritize travel schedules, and balance in-person meetings with virtual engagement.
- Passion for alternative investments, with a strong understanding of private markets and portfolio construction.
- Ability to engage private wealth advisors in complex investment conversations
- Effective analytical skills
- Detail oriented
- Strong time management and organizational skills
- Leadership skills
- 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
Salary Range - $78,000 - $90,000
The salary range is an estimate of pay for this position. This position is eligible to receive commission payments in addition to salary. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience.
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
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
