Job Description
Business Development Support
Support business development efforts for the Private Client Practice, with a focus on coordination, execution, and follow-through across new business opportunities.
Facilitate the RFP process, including managing timelines, coordinating inputs, tracking deliverables, and helping ensure high-quality submissions.
Assist in the preparation of proposals, pitch materials, prospect meeting documents, and related business development content.
Coordinate with Client Directors, investment professionals, and other internal stakeholders to gather and organize materials needed for prospect meetings and presentations.
Help maintain a high level of quality control across business development materials, ensuring consistency, accuracy, and alignment with firm messaging.
Track prospect activity, pipeline updates, and next steps in relevant internal systems.
Support follow-up activities after prospect meetings, including coordination of materials, action items, and internal debriefs.
Contribute to efficient and well-organized business development processes across the practice.
Proposal, Pitch & RFP Coordination
Manage deadlines and workflow for proposal and RFP responses across multiple concurrent opportunities.
Draft and assemble core components of proposals and presentation materials in partnership with senior team members and subject matter experts.
Coordinate review and approval processes for external-facing materials.
Maintain organized files, templates, and supporting content for reuse across proposals and pitches.
Help tailor materials to prospect needs, meeting objectives, and audience context.
Relationship Management Support
Support selected day-to-day activities for private client relationships as needed.
Help coordinate meeting logistics, follow-up items, and internal communication related to client activity.
Participate in client meetings and help document takeaways and next steps.
Assist in preparing materials for client meetings and ongoing relationship needs.
Help ensure timely follow-through on client requests in coordination with internal teams.
Internal Collaboration & Execution
Work across Client Directors, business development, investment teams, and other colleagues to support coordinated execution.
Maintain accurate records in CRM and other internal systems related to prospects, proposals, and client activity.
Help manage competing priorities and deadlines across multiple workstreams.
Support special projects and other ad hoc initiatives as needed.
Qualifications
Bachelor’s degree required.
2–4 years of relevant experience in business development support, client service, proposals, RFP coordination, consulting, financial services, wealth management, or a related field.
Strong project management and organizational skills, with close attention to detail.
Experience supporting proposals, pitch materials, RFPs, or other business development processes preferred.
Excellent written and verbal communication skills.
Ability to manage multiple deadlines and coordinate across a range of stakeholders in a fast-paced environment.
Strong professionalism, judgment, and client-service orientation.
Collaborative approach and ability to work effectively across teams.
Interest in investments, private clients, and business development within a professional services environment.
Familiarity with CRM systems, Microsoft Office, and presentation development tools preferred.
Base salary range for this role
Pay Range Minimum
- 66800
- Pay Range Maximum:
- 86800
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
