Business Development Associate (Foster City

An excellent opportunity for an individual eager to break into financial services and build a career with one of the Bay Area's most respected wealth management firms. Summitry is a Bay Area-based wealth management firm with over $4B in assets under management, 40+ employees, and more than 1,000 clients. We provide personalized financial planning and investment strategies rooted in deep local insight.

As a flagship firm of Aspen Standard Wealth, Summitry is part of a broader mission to elevate independent advisory firms across the country. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.

Reports to:

Tom Guinane, Principal and Business Development Manager

Benefits:
Yes

Status:
Full Time: M-F 8:00-5:00pm

Date:
Immediately

Work environment:
Flexible WFH (50%/month)

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.

• 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

• 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
• Work authorization:
  Must be authorized to work in the U.S. without sponsorship.

• 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

Total compensation…