Vice President / Director - Business Development - Private Wealth
StepStone Group
Zürich
Unbefristet
Vollzeit
2 Monate her
is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $640 billion of total capital allocations, including $143 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve for the objectives of any investment program. With a culture built on entrepreneurialism, partnership and being a team within teams, our firm offers joiners the opportunity to think out loud, .Vice President / Director in Business Development leads and supports processes enabling existing and prospective investors to consider and ultimately commit to StepStone funds or Solutions.Essential Job Functions:Responsibilities may include:
Lead acquisition efforts of Private Wealth with prospective investors in Switzerland across different segments of wealth management and financial institutions.
Buiding and maintaining a qualitative Sales pipeline.
Developing and communicating business development KPIs
Oversight of the firm's CRM platform (Salesforce) for Private Wealth related information
Management of dataroom (Intralinks) LP access for Private Wealth prospective investors
Coordinating formal and informal responses for investors requests
Assist with existing investor coverage and general business development efforts
Management of day-to-day workstreams of BD, support team members
Oversight and coordination over LP onboarding document processing and tracking
Education and/or Work Experience Requirements:
Min. of 5+ years of prior business development, investment, consulting experience with a specific focus on private markets and a proven network of contacts, partners and clients in wealth management and financial institutions in Switzerland.
Knowledge of private market funds structures for wealth distribution.
Bachelor's degree in Finance, Accounting, Business, Marketing or Communications
CFA and/or CAIA a plus
Required Knowledge, Skills, and Abilities
Strong commercial skills
Strong organizational skills with strong attention to detail
Strong knowledge of Private Markets
Ability to interact and communicate effectively with internal and external parties
Familiarity with CRM solutions, Salesforce preferred
Fluent in German (pref. Swiss German) & English, ideally another language such as Italian and French a plus
A highly motivated self-starter with the ability to work both independently and within a team.
Other Attributes:
Integrity & Trustworthy
Team player
Ability to close deals
About usWorking out of 26 offices in 15 countries, StepStone has a truly global viewpoint. As people are our biggest asset, we offer resources to help our employees reach their full potential. Our principles are based on integrity, transparency, respect and creativity, which together define how we do business.Join usWhen you choose to work at StepStone, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen. Our integrated global team shares insights into how managers think and operate, as well as how they might perform.StepStone offers a competitive compensation package including salary and incentive compensation for all full time hires, as well as a comprehensive benefits package.BenefitsWe offer a range of benefits which include comprehensive healthcare, strong retirement plan, a mental health well-being program, paid time off, student loan repayment program for our US office locations, and several wellness initiatives.Disclaimer / Policy StatementsAt StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups representing our dedication to Diversity, Equity & Inclusion.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.#LI-Hybrid
