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

Client Development Associate

$50k - $55k

Intapp

Corporate Development Associate

4 days a week in office

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.

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.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Development Associate in New York, NY vacancy
  • $68k - $80k

     ...Job Summary The Client Development Associate works in partnership with the Regional Vice President and Wealth Management Team to ensure new clients have the best client experience during the initial New Client On-Boarding process. The Client Development Associate also... 
    Suggested
    Temporary work
    Local area
    Flexible hours

    Mercer Advisors

    New York, NY
    5 days ago
  • $50k - $55k

     ...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
    Work at office
    Local area
    Flexible hours

    PVH (Tommy Hilfiger/Calvin Klein)

    New York, NY
    5 days ago
  • $35.9 per hour

    Advisor Development Program Client Associate The Wealth Management Client Associate - Advisor Development Program (WMCA‑ADP) is an entry role designed to prepare candidates for a full‑scale Financial Advisor position at Merrill. The role provides client‑service support... 
    Suggested
    Hourly pay
    Work experience placement
    Local area
    Immediate start
    Shift work
    Day shift

    Dormont Manufacturing Co

    New York, NY
    2 hours ago
  •  ...product outcomes and the experiences of the customers we serve. As a Senior Customer Success Associate in Connected Commerce on the Wallets and Lending team, you support our clients throughout their journeys with our products. As a core contributor of the team, you are... 
    Suggested
    Work visa

    J.P. Morgan

    New York, NY
    24 days ago
  • $53k - $65k

     ...A nonprofit book publisher based in NYC seeks a dynamic Development Assistant or Associate to support its fundraising efforts. This full-time role involves maintaining meeting agendas, ensuring accurate donor records, and helping organize development events. Ideal candidates... 
    Suggested
    Full time
    Remote work

    The New Press

    New York, NY
    3 days ago
  • $53k - $65k

     ...publisher located in NYC’s Wall Street area, The New Press has an exciting opportunity for a dynamic and enthusiastic Development Assistant or Associate to be a key part of our development team. Job Summary : An immediate, full-time position reporting to the Chief... 
    Full time
    Work at office
    Local area
    Immediate start
    Remote work

    The New Press

    New York, NY
    5 days ago
  • $75k - $85k

     ...Job Overview We’re looking for a Registered Client Associate to provide white‑glove service to ultra high net worth clients. Responsibilities keep management systems up‑to‑date with client information educate clients on account services and capabilities help with the... 
    Full time
    Work at office

    UBS

    New York, NY
    2 days ago
  • $26.5 - $42 per hour

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

    Dormont Manufacturing Company

    New York, NY
    5 days 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
    5 days ago
  • $34.62 - $52.4 per hour

     ...About this role: Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com ( . In this role, you will: Assist... 
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

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

     ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of...  ..., 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
    3 days ago
  •  ...UBS in New York is seeking a Registered Client Associate to provide white‑glove service to ultra high net worth clients and support senior advisors with account activity and meetings. You create and maintain client records, educate clients on account services, prepare... 

    UBS

    New York, NY
    2 days ago
  •  ...Chris Baily is seeking a proactive Financial Advisor to provide client service support at Merrill Wealth Management. In this role, you will be the primary contact for Financial Advisors, ensuring excellent service and operational excellence in client relations. Key skills... 

    Chris Baily

    New York, NY
    2 days ago
  • $125k - $150k

     ...About the Role The role will focus heavily on estate and trust administration, probate proceedings, fiduciary matters, and client communication. The ideal candidate will have the ability to manage administration matters independently while working collaboratively with... 
    Flexible hours

    Friedman Williams

    New York, NY
    4 days ago
  •  ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...  ...Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization... 
    Seasonal work
    Work at office
    Shift work
    Day shift

    Chris Baily

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

     ...Responsibilities Serve as a dedicated point of contact for all day-to-day client inquiries Maintain CRM system with client records, activity...  ...initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like... 
    Local area
    Flexible hours

    Man Group

    New York, NY
    1 day 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
  •  ...Job Summary RaymondJames is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join...  ...Participate in training, cross‑training and professional development opportunities to remain current on firm and industry policies... 
    Work experience placement
    Work at office
    Remote work

    100 Raymond James & Associates, Inc.

    New York, NY
    12 hours ago
  • $100k - $120k

     ...personal goals is the best way to help our clients and advance our business. With a 200-...  ...is currently recruiting a Senior Client Associate to join our Latin America private banking...  ..., and income protection to professional development opportunities and time off, our programs... 
    Work at office
    Local area

    Brown Brothers Harriman

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

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

    RBC Capital Markets, LLC

    New York, NY
    5 days ago
  •  ...careers. We’re united by a mission to serve clients with integrity and purpose, creating...  ...thrive. Role Overview As a Client Engagement Associate, you will play an essential role in...  ...holidays Opportunities for professional development and continuing education A collaborative... 
    Work at office
    Monday to Friday

    Balefire Wealth

    New York, NY
    3 days 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
    3 days ago
  •  ...MaziCTools is seeking a dedicated Client Success Representative to provide a stellar experience for our small business advertisers. You will play a key role in supporting and advising our advertisers post-sale, ensuring they receive the top-notch service they expect.... 
    Remote work

    MaziCTools

    New York, NY
    4 days ago
  • $80k - $100k

     ...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-on, high-touch administrative... 
    Local area
    Shift work

    Neuberger

    New York, NY
    2 days ago
  •  ...creating a thriving workplace or helping our clients achieve their wildest goals. This is how...  ...with care, in pursuit of constant development. When people thrive, success follows. We...  ...setbacks into comebacks. The Client Success Associate will play a critical role in ensuring... 
    Remote work
    Flexible hours

    The-Human-Reach

    New York, NY
    2 days ago
  • $75k - $80k

     ...fixture is made in New York, by hand, to an exacting standard. We are a small company growing quickly — and how we take care of our clients is central to everything we build. We're looking for someone who is genuinely good with people. Not a specific resume. Not prior... 

    Allied Maker

    New York, NY
    1 day ago
  • $100k - $120k

     ...Client Success Associate Who we are looking for: 3-5 years of experience in a client success, account management, or other customer-facing...  ...growth: Leverage the diverse team environment to support your development through workshops, mentorship and team-building activities... 
    Work at office
    Remote work

    On Shore

    New York, NY
    5 days 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
    4 days ago
  • $75k - $85k

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

    UBS

    New York, NY
    3 days ago
  •  ...Job Description Job Description Job title: Client Reporting Associate Duration: 6 Months Contract To Perm Location: Onsite, Can be in Chicago or NYC (hybrid basis) Position Summary : Client X is seeking an exceptional candidate to join its Investment... 
    Permanent employment
    Contract work
    Work experience placement
    Work at office

    The Rockridge Group

    New York, NY
    21 days ago

Do you want to receive more vacancies?

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