Description
The Analyst – Regional Business Development of StepStone Private Wealth supports the firm’s distribution strategy through CRM analytics, advisor consultation, market analysis, product recommendations, and cross-functional project leadership. The role requires a bachelor’s degree, financial-services sales and business-development experience, FINRA Series 7 and Series 63 or the ability to obtain them, Salesforce knowledge, and strong analytical and communication skills. The position pays $70,305 and is marked hybrid.
