Client Development Analyst/Associate- San Francisco (Hiring Immediately)

Prominent Investment Management frim in Manhattan seeks a Client Development Analyst to source, qualify and bring on new clients. This role is located in midtown Manhattan, 4 days per week in office. Responsibilities include -Lead Generation -Prospect statement review (including balance sheets, estate maps, and performance reports) -Analytics on ROI of current sales initiatives -Industry event monitoring (M&A, IPO, liquidity events) with a focus on fundraising -Enhancement of existing business development tools and sources This is a multi-faceted, high exposure role, working directly with the firm's founders, executives, and clients.

Qualified candidates should have 1-4 years of experience at a major private wealth management/RIA firm with exposure to high net worth clients and large, complex portfolios. Base salary up to 130k with great benefits and competitive bonus potential.