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Russell Tobin · 8 hours ago

Sr. Analyst, Client Development - Private Wealth

San Francisco Bay Area

Full-time

Hybrid

Mid, Senior Level

$115K/yr - $125K/yr

2+ years exp

Russell Tobin is a global multi-family office RIA seeking a Senior Analyst to join their Client Development team. The role focuses on sourcing and onboarding ultra-high net worth clients to their private wealth platform, driving growth through market research and strategic client engagement.

ConsultingHuman ResourcesLegalStaffing Agency

Responsibilities

Generate new business opportunities through deep market research and proactive sourcing

Monitor fundraising, M&A, and liquidity events to identify prospective ultra-high net worth (UHNW) clients and partnerships

Leverage data tools (e.g., PitchBook, Salesforce, SEC filings) to inform business development strategy

Analyze client and prospect materials to uncover insights and recommend tailored engagement strategies

Collaborate with client teams to craft customized materials and articulate the firm’s value proposition

Measure and refine outreach effectiveness through reporting and ROI analytics

Maintain and enhance business development resources and playbooks

Qualification

Investment managementWealth managementAnalytical skillsResearch skillsExcel proficiencyPowerPoint proficiencyPresentation skillsEntrepreneurial mindsetHigh-growth environmentCollaborative skills