Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Development Associate

$50k - $55k

INTEGRATION APPLIANCE, INC.

4 days a week in office


The role

This is a high-activity, outbound-focused sales role on a tight-knit team that knows how to win together. As a corporate development associate on our real assets vertical, you'll be on the front lines - picking up the phone, building pipeline, and opening doors with the firms that run some of the most complex asset portfolios in the world.

Unlike many entry-level sales roles, you won't just hand off a lead and move on. You'll stay engaged throughout the full sales cycle - from the first cold call to close - giving you visibility into how deals are built and the skills to grow into a closing role.

If you're motivated by the grind of cold calling, thrive in a collaborative environment, and want to build deep expertise in a specialized industry, this is the role for you.

What you'll do
  • Drive outbound prospecting through high-volume cold calling, email outreach, and strategic sequencing to generate qualified pipeline
  • Identify and engage decision-makers at real assets firms - including private equity real estate, infrastructure, and asset management firms
  • Stay involved across the full sales cycle, from initial outreach through discovery, follow-up, and close - working alongside account executives at every stage
  • Develop a deep understanding of each prospect's business so handoffs are seamless and context is never lost
  • Partner closely with account executives to move prospects through the pipeline and support deal momentum
  • Research target accounts using tools including HubSpot, ZoomInfo, and Sales Navigator to build informed outreach strategies
  • Log all activity and maintain clean records in HubSpot
  • Contribute to team call reviews, share what's working, and help refine scripts and messaging
  • Meet and exceed weekly and monthly activity and pipeline targets
What we're looking for
  • Comfort with and commitment to cold calling - this is a phone-first role
  • Strong communication skills and the ability to hold a conversation with senior professionals
  • A competitive mindset paired with a team-first attitude - we win and lose together
  • Curiosity about the real assets industry and eagerness to develop vertical expertise
  • Experience with CRM tools and sales sequencing platforms is a plus
  • Prior SDR, BDR, or outbound sales experience preferred but not required
The product you'll be selling

Intapp Properties is purpose-built for real assets firms - giving investment and asset management teams a single platform to manage deals, relationships, and portfolios across the full asset lifecycle.

Properties began as Termsheet, a startup built from the ground up by people who understood the real assets industry. Intapp acquired Termsheet and brought it into the platform as Intapp Properties - combining the focus of a purpose-built product with the scale and security of an established enterprise platform. When you're talking to prospects, you're not selling a retrofitted tool. You're selling something designed for their world from day one.

Why this team

We're a small, close team that takes the work seriously and looks out for each other. You'll get real coaching, real feedback, and a clear path forward. The real assets vertical is one of the most dynamic and complex markets we serve - and the Intapp Properties opportunity is still in its early stages. There's a lot of ground left to cover.

What you will gain at Intapp:

At Intapp, you'll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You'll be part of a growing public company, with a modern work environment that's connected yet flexible and where your professional growth and well-being are top priorities. We'll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork.


Here, you will have the opportunity to:
  • Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
  • Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
  • Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.

Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.

For New York City based roles, Base Pay Range is $50,000/yr - $55,000/yr. Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included

Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included.

Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.


Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain "@intapp.com" or "@dealcloud.com" to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Development Associate in New York, NY vacancy
  • We are looking to hire a professional Client Development Associate (CDA) who can convert prospects into sales opportunities, manage initial stages of the sales process, be proactive to further build pipeline for the Intapp sales team, and use CRM and marketing automation... 
    Suggested
    Full time
    Work at office
    Local area
    Flexible hours

    Intapp

    New York, NY
    3 days ago
  •  ...nationwide! J.P. Morgan Chase’s Community Development Banking (CDB) business is a national...  ...developments and workforce housing. CDB's clients include for-profit and not-for-profit developers...  .... As a Community Development Banking Associate within our Commercial Real Estate team,... 
    Suggested
    Permanent employment

    JP Morgan Chase

    New York, NY
    3 days ago
  • $98.96k - $148.44k

     ...United StatesSalary: $98 960,00 - $148 440,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional...  ...directly affecting team performance and supports the training and development of peers.Assesses and escalates risk in business decisions,... 
    Suggested
    Full time

    Citigroup

    New York, NY
    3 days ago
  • $25 - $45 per hour

     ...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...  ...culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while... 
    Suggested
    Hourly pay
    Full time
    Seasonal work
    Work at office
    Work from home
    Day shift

    Bank of America

    New York, NY
    4 days ago
  • $100k - $120k

     ...personal goals is the best way to help our clients and advance our business. We take that...  ...is currently recruiting a Senior Client Associate to join our Latin America private...  ..., and income protection to professional development opportunities and time off, our programs... 
    Suggested
    Full time
    Work at office
    Local area

    Brown Brothers Harriman

    New York, NY
    2 days ago
  •  ...environments and engaging confidently with clients? If so, the Commercial Term Lending team...  ...'s #1 multifamily lender as a Client Associate on our multifamily lending sales team, where...  ...entrepreneurial spirit and professional development opportunities await.As a Client... 
    Work at office

    JP Morgan Chase

    New York, NY
    1 day ago
  •  ...innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business...  ...currently seeking a Global Executive & Private Client Group (GEPC) Associate to join our Business Tax Services practice.Responsibilities:Accountable... 
    Work at office
    Local area
    Relocation

    KPMG

    New York, NY
    4 days ago
  •  ...worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated...  ...customize solutions tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business... 
    Local area

    JP Morgan Chase

    New York, NY
    3 days ago
  • $55k - $90k

     ...Senior Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch...  ..., your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in... 
    Full time
    Flexible hours

    RBC

    New York, NY
    14 hours ago
  • $55k - $90k

     ...part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors...  ...progression matters to us. We offer training, development and learning resources so you continue to grow your... 
    Full time
    Flexible hours

    Royal Bank of Canada

    New York, NY
    1 day ago
  • $19 - $21 per hour

     ...Job Description CSA TS Client Services About the Role: As a Client Services Associate (CSA) in the Technical Support department within the Customer Service category, you will serve as a key liaison between our company and our clients, providing exceptional... 
    Work at office

    XBP ASIA

    New York, NY
    1 day ago
  • $80k - $100k

     ...Position Overview: The Client Associate is a client-facing role supporting the Quality Equity Group’s mutual fund, institutional and private wealth business. The Client Associate will serve as a primary point of contact for clients, Wealth Mangers, delivering hands... 
    Local area
    Worldwide
    Shift work

    Neuberger

    New York, NY
    3 days ago
  • $65k - $85k

     ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and capabilities • Help with the... 
    Full time
    Work at office
    Flexible hours

    UBS

    New York, NY
    3 days ago
  • $99k - $145k

     ...in March 2025. Learn more at .What You'll Do:The Corporate Development Associate will support our Equity Capital Markets (ECM) and Investor Relations...  ...CoreAct Like an OwnerEmpower EmployeesDeliver Best-in-Class Client ExperiencesAchieve More TogetherWe support and encourage an... 
    Permanent employment
    Full time
    Temporary work
    Casual work
    Work at office
    Flexible hours

    CoreWeave

    New York, NY
    4 days ago
  •  ...Are you a deal-driven Senior Associate ready to lead J.P. Morgan’s fintech M&A and partnership...  ...?As a Senior Associate on our Corporate Development & Partnerships team, you will help drive...  ...corporate, institutional and government clients under the J.P. Morgan and Chase brands.... 

    JP Morgan Chase

    New York, NY
    4 days ago
  •  ...Morgan Payments? If so, you’re in the right spot.As a Senior Associate in Corporate Development & Partnerships team, you will identify and execute...  ...payments capabilities. This role sits at the intersection of client needs, product strategy, and external ecosystem... 

    JP Morgan Chase

    New York, NY
    4 days ago
  •  ...Morgan Payments? If so, you’re in the right spot.As an Associate within Corporate Development in Payments, you will play a key role in evaluating and...  ...most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans... 

    JP Morgan Chase

    New York, NY
    2 days ago
  • $140k - $190k

    Corporate Development Associate: Intapp is seeking a high energy and analytical professional to join our Corporate Development team. The Associate...  ...curiosity to create better outcomes for our people and our clients. You’ll be part of a growing public company, with a modern... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    3 days per week

    Intapp

    New York, NY
    1 day ago
  • $120k - $135k

    About the RoleiCapital is seeking an Associate to join the Corporate Development and Strategy team. The individual will join a highly valued team responsible for evaluating, planning, and executing organic and inorganic strategic initiatives across the company. This role... 
    Full time
    Work at office
    Remote work

    iCapital Network

    New York, NY
    2 days ago
  •  ...Brooklyn branch to deliver accurate, friendly, and proactive everyday banking services. You will handle routine transactions, educate clients on self-serve options, and support a high-touch guest experience while upholding risk and regulatory standards. The role requires... 
    Part time
    Weekend work
    Afternoon shift

    TD

    New York, NY
    1 day ago
  • $56k - $84k

     ...Associate, Client Success As an Associate, Client Success, you will play a key role in supporting the coordination and management of client...  ...cross-functional partnership. Responsibilities Support the development and execution of client projects by coordinating internal workflows... 
    Temporary work
    Work experience placement
    Freelance
    Local area
    Flexible hours
    Shift work

    Starcom Mediavest Group Germany Gmbh

    New York, NY
    1 day ago
  • $55k - $75k

     ...Responsibilities keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service... 
    Full time
    Work at office

    UBS

    New York, NY
    14 hours ago
  •  ...institutional-quality investment access with deeply personalized client relationships. Our multigenerational team is entrepreneurial,...  ...growing. Role Description We are seeking a highly capable Senior Associate to take on elevated responsibilities in client service,... 
    Work at office

    Evolve Private Wealth

    New York, NY
    1 day ago
  • $65k - $75k

     ...Janney Montgomery Scott LLC in Midtown, NY is seeking a Registered Private Client Associate to support Financial Advisors and deliver a high-quality, relationship-driven client experience. You’ll gain hands-on exposure to wealth management, client service, and financial... 

    Janney Montgomery Scott

    New York, NY
    3 days ago
  •  ...WNDW in New York City is hiring an Operations & Client Success Assistant (Entry Level) for a hybrid NYC role. You will support sales and ops, helping campaigns stay organized and moving efficiently. This entry-level position is ideal for a proactive, organized, and detail... 

    WNDW

    New York, NY
    3 days ago
  • $65k - $75k

     ...get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world...  ...Role The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional client service skills... 

    Savvy Wealth

    New York, NY
    3 days ago
  • $70k - $90k

     ...well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026. Position A Private Advisor team...  ...a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members... 
    Work at office
    Local area

    Rockefeller Financial

    New York, NY
    1 day ago
  • $85k - $100k

     ...team based out of New York City. We serve clients with a wide range of needs and are adept...  ...and experienced service-oriented associate to join our team. The Client Experience...  ...desire for further personal and professional development. Excellent organizational and time management... 
    Work at office

    Unavailable

    New York, NY
    14 hours ago
  •  ...Wealth Management Client Associate New York, New York To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    2 days ago
  • $80k - $110k

     ...pursuing outperformance for sophisticated clients via our Systematic, Discretionary and...  ...here. * As at 30 June 2026 To provide associate level support for the US Sales Team....  ...advancing your career through professional development, and with flexible working arrangements... 
    Local area
    Flexible hours

    Man Group

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Development Associate. Be the first to apply!