Business Development Associate (Foster City)

The Business Development Associate (BDA) is an integral member of the fast-paced, growth-focused Business Development team, supporting the Business Development Principals (BDPs). This is a high-visibility, high-impact role for someone who wants to build a career in financial services. This role is explicitly designed as a launchpad and high performers have a clear path into other roles at the firm (for example, associates for other teams). Above all, the BDA must be committed to being a key contributor to a winning team and must be both flexible and motivated to contribute to the team’s success however possible.

Duties and Responsibilities

• Prospect and Sales Meeting Preparation:
  • Develop sales materials (meeting presentation decks and prospect proposals), in collaboration with the BD principal, Financial Advisor, and Associate FA
  • Support the BDPs in coordinating meeting logistics, including delivering video-conferencing links and/or physical meeting materials.
  • Facilitate prospect meeting follow-up actions
  • Coordinate with outside referral partners to facilitate the sales process (gathers statements, account numbers, etc.)
  • Create leads in CRM and update sales opportunities as the sales cycles progress

• Prospect & Referral Partner Engagement:
  • Make initial calls to Summitry-generated leads to qualify, build interest, and set a meeting for BDP
  • Oversee proactive outreach programs
  • Engage with Referral Partners to develop relationships and drive lead-generation
• Reporting and Internal Systems:
  • Generate and distribute reports
  • Maintain updated models in risk analysis software and master proposal document
  • Build ad hoc sample portfolios for use in prospect meetings
  • Generate the referral partner report cards quarterly
• BD Event Planning and other Miscellaneous:
  • Manage on-site, off-site, and virtual event planning: logistics, location, food, A/V technology, presentation (content development and final product), and event follow-up actions (post-event email campaigns, risk analysis software actions, prospective client outreach)
  • Oversee meeting logistics (book custodian branch conference rooms, handle food orders for prospect/client lunches, orchestrate all logistics of Lunch & Learns)
  • Track and report on referrals and thank you gift process for existing referral and COI relationships

Qualifications

• Bachelor’s degree required
• 1-2 years of experience in sales support, administrator, or similar role
• Genuine ambition to build a career in Financial Services
• Ability to work in a high-energy environment as a team player
• Excellent communication skills (on the phone, in writing, and in person)
• Strong proficiency with MS Office (Outlook, Word, Excel, PowerPoint) and CRM platforms
• A proactive, team-first mindset with sharp attention to detail and the ability to juggle multiple priorities
• Professional demeanor and a client-first approach

Nice to Have

• Prior exposure to wealth management, financial planning, or investment advisory
• Experience with wealth management CRMs (Salesforce or similar)
• Comfort working with data and reporting; familiarity with risk analysis software a plus
• Understanding of basic investment and financial planning concepts

Compensation

Total compensation includes base and bonus:

• Base salary: $70-80K
• Performance-based bonus (on-target at 20% of base, with additional upside for exceeding metrics)

Health & Financial Benefits

• Medical, dental, and vision coverage (100% medical coverage for employees / 50% coverage for dependents)
• Flexible Spending Account/Health Savings Account
• 401(K) retirement plan and contributions
• Comprehensive financial planning services for employees and their families
• Fertility and family-building benefits

Professional Development

• Firm sponsorship for certifications, designations, and continuing education (CFP®, etc.)
• Professional development and ongoing advisor associate training

Culture & Lifestyle Perks

• Paid sabbatical program for long-tenured employees
• Annual company retreat where employees are invited to bring their families
• Firm-sponsored volunteer events, paid volunteer time, and charitable matching
• Hybrid work environment (50% in-office per month)
• For more details:

Company Culture and Values

At Summitry, our mission is to help families thrive through the unique set of opportunities and challenges posed by life in the Bay Area. (Translation: we help you live your best Bay Area life).

Our core values are the most important aspect of our culture. They reflect the values of our leaders and people, and we are committed to pursuing them daily. Our culture reflects our values in the way we treat each other:

• CARE – we care for each other, our clients, and our community
• GROW – we have an intrinsic desire to grow ourselves and our firm
• DRIVE – we are fiercely driven to achieve our goals and those of our clients

While having an impressive resume is a plus, Summitry strives to find not only top talent but the “right” talent. We’re proud of the culture we’ve built, and we seek individuals who are not only excited about their role and responsibilities but also demonstrate our values and desire to contribute towards the growth of our firm.

Summitry welcomes candidates from all backgrounds and is an equal opportunity employer.