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Institutional Business Development Associate Jobs in California

Abaka AI

Business Development Associate

Mountain View, CA · On-site

$52K - $72K/yr

About the Role We're hiring a Business Development Associate to join our growing team and help expand Abaka AI's customer base. This is an early-career, full-cycle sales role for someone who wants to ...

Abaka AI

Business Development Associate

Mountain View, CA

$52K - $72K/yr

About the Role We're hiring a Business Development Associate to join our growing team and help expand Abaka AI's customer base. This is an early-career, full-cycle sales role for someone who wants to ...

Morgan Stanley

Business Development Associate

Palo Alto, CA · On-site

$52K - $71K/yr

Business Development Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the ...

Morgan Stanley

Business Development Associate

Palo Alto, CA · On-site

$52K - $71K/yr

Business Development Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the ...

Morgan Stanley

Business Development Associate

Palo Alto, CA · On-site

$52K - $71K/yr

Business Development Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the ...

LPL Financial

Business Development Associate

San Diego, CA · Remote

$47K - $64K/yr

As the Business Development Associate (BDA), you will be responsible for driving Financial Advisor lead flow to LPL's Advisor Recruiting team in order to increase sales. This will be done through ...

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Institutional Business Development Associate information

What cities in California are hiring for Institutional Business Development Associate jobs?

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Business Development Associate

San Francisco, CA • On-site

Kranz Consulting
Accounting Services • 51 - 200 employees
Learn more about Kranz Consultingexternal

$75K - $95K/yr

Full-time

Medical, Retirement, PTO

Posted 20 days ago

Job description

For more than 30 years, Kranz Consulting has been a trusted leader in financial consulting and advisory services for CEOs, Boards, CFOs, and leading Venture Capital firms based in Silicon Valley. At Kranz Consulting, you'll have the opportunity to do more than just a job. You will build your career while working alongside talented professionals who are passionate about helping high-growth companies succeed. Kranz Consulting has partnered with innovative, venture-backed companies and their leadership teams, giving our employees exposure to a diverse range of industries, business models, and challenging financial environments.
You'll gain meaningful hands-on experience, work directly with clients and senior leaders, and have the opportunity to expand your skills as companies grow and evolve. We value collaboration, accountability, and continuous learning, while fostering an environment where your contributions are visible and make an impact. If you're looking for a role where you can grow professionally, take on new challenges, and be part of a team that plays a critical role in the success of emerging companies, Kranz is a place where you can build something meaningful.
ABOUT THE ROLE
Kranz Consulting is seeking a Business Development Associate to join their Silicon Valley based team to manage the inside sales and marketing efforts for the Business Development team. Your responsibilities will be focused on supporting the Kranz teams to drive new client retention, development and growth across our three verticals: Emerging Growth, Private Capital, and Technical Accounting.
This is a hybrid role and is based in our San Francisco office.
Responsibilities:
  • Schedule and attend meetings on behalf of the Senior Vice President and Business Development team with new clients and prospects using cold calls, warm outreach, email campaigns, social media, and referrals.
  • Conduct research on target companies and develop strategies to establish and grow relationships.
  • Monitor market trends and apply relevant insights to support business development efforts within assigned accounts.
  • Analyze the regional market landscape to prioritize accounts and identify high-potential opportunities.
  • Create and manage email campaigns, track engagement, and follow up on responses or client interest.
  • Maintain an accurate CRM/contact database through ongoing research and prospect identification.
  • Support ongoing client relationships by ensuring timely follow-ups and meeting coordination.
  • Assist the sales team by preparing custom materials such as project profiles, engagement confirmations, marketing collateral, and ad hoc requests.
  • Conduct research on clients and prospects; prepare summary reports for the SVP/BD team on key developments such as funding rounds, M&A activity, earnings reports, and executive leadership changes.
  • Contribute content for company social media channels and newsletters to support brand visibility and client engagement.
  • Assist the SVP/BD team in responding to RFPs and preparing tailored proposals and presentations.
  • Must be a collaborative team player who can also work independently.
  • Support event planning efforts by coordinating and attending networking events, and working with Kranz partners to execute targeted prospect initiatives

Requirements
  • Bachelor's degree required; focus in Business Administration, Finance, or Accounting preferred.
  • 2-3 years of experience in B2B business development and/or a financial services role, with a foundational background in accounting or finance.
  • Demonstrated interest in building a career in business development, with strong closing skills and the ability to cultivate client relationships.
  • Proven ability to manage multiple priorities and thrive in a fast-paced, dynamic environment with a strong sense of urgency.
  • Proficient in Microsoft Excel, PowerPoint, Word, and Google Workspace; intermediate to advanced skill level preferred.
  • Familiarity with CRM tools such as HubSpot and Salesforce is a plus but not required.
  • Self-motivated and competitive, with a strong drive to achieve goals.

Benefits:
The company recognizes your contributions to our growth and allows you to participate in a comprehensive compensation program which includes 401K with employer match, health benefits and our bonus program. In addition, full-time employees are eligible for vacation, floater holidays, and paid company holidays. We encourage individual development, support continuous training (through various certification courses), provide mentors for your career goals and promote teamwork.
Kranz Consulting is an equal-opportunity employer and encourages applications from individuals of all backgrounds and experiences.

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