Business Development Manager, West Coast Financial Services

San Francisco, CA, United States

Business Development Manager, Americas Financial Services, San Francisco


Job Summary

The Business Development Manager is responsible for building and growing relationships with financial services clients in the Bay Area. Our clients are some of the most sophisticated investors in the world including hedge funds, private equity, venture capital, and long-only investment managers. A BDM on the San Francisco team is responsible for deepening relationships with existing investment professionals while identifying new and potential GLG advocates within current accounts.  Attention to detail, thoughtful presentations and engaging with top-level decision makers with confidence helps GLG stand apart and will ensure strong performance in this role. 


Specific responsibilities include (but are not limited to):

  • Be a key team member in accelerating the growth of GLG’s West Coast business
  • Develop and negotiate annual retainers for existing clients across the full line of GLG’s products & services
  • Directly work with investment professionals (from Associate up to Partner-level contacts) to increase awareness of GLG, engage them to drive successful investment outcomes, resolve business issues and challenges, deliver GLG solutions to meet their needs and add value to their investment process
  • Work creatively and collaboratively with internal colleagues—sales, marketing, legal, research, finance, technology—to deliver solutions to solve complex business issues
  • Build account plans, set account growth objectives, and quarterback client service teams to achieve those objectives
  • Communicate GLG’s mission, vision, and strategy and premium value proposition
  • Represent the core values that underpin GLG’s culture

Key performance metrics for the BDM include establishing relationships with new contacts at client firms, building strong client teams internally, achieving YOY client revenue growth, increasing advocates for GLG’s services at client firms, and building adoption of new products and systems. Candidates should be comfortable articulating the value of our services over the phone and, importantly, in person.



An ideal candidate will have the following:

  • A Bachelor’s degree is required in addition to a minimum of 3+ years of demonstrated successful professional experience in a sales role
  • The ability to build strong and lasting relationships with key decision makers in client firms
  • Ability to work well independently and be self-motivated
  • A strong passion for persuasion, especially around complicated and intellectually challenging issues
  • Superior verbal communication skills
  • A demonstrated ability to read and understand people
  • Integrity, professionalism and proactive nature
  • A creative and entrepreneurial mindset; an interest in helping to build a business and to be compensated according to performance
  • A demonstrated ability and initiative to handle increasing responsibility over time

About GLG / Gerson Lehrman Group

GLG’s platform connects business to expertise for smarter, faster decisions. Our clients rely on GLG’s 650,000+ member-experts and 1,800 employees around the globe to provide 24/7 insight and exceptional service within a rigorous compliance framework. Visit



EEO Policy Statement
Gerson Lehrman Group, Inc. (“GLG”) is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, race, religion, color, marital status, disability, gender, national origin, sexual orientation, veteran status, or any classification protected by federal, state, or local law.