Business Development Coordinator

Base pay range

$55,000.00/yr - $65,000.00/yr

Annual Bonus

The purpose of Business Development Coordinator is to support the growth of the firm through the addition of new advisors. The Business Development Coordinator is integral in the recruiting strategy, responsible for cultivating new leads, supporting the recruiting process, and managing new business development marketing.

Job title: Business Development Coordinator

Reports to: Director of Marketing & Communications

Primary Duties:

• Contribute to and support recruiting strategy by:
  • Building recruiting pipeline by deepening external recruiter relationships and calling leads
  • Re-engage with existing data and stale leads in Salesforce
  • Be familiar with industry trends – compile and maintain competitive analysis
  • Research industry events for awareness and presence
  • Implement Business Development marketing (in partnership with marketing team)
  • Primary ownership of social media (Linked In, Twitter, Facebook, and Instagram), email (Act-On), and print mail campaigns – broad and targeted (firms, niche, e.g. women advisors)
  • Manage If/then campaigns (prospect engagement/website traffic and Prospera follow-up)
  • Collaborate with marketing team to refresh website – updated messaging, videos, and graphics
  • Manage and execute quarterly touch and feel campaigns
  • Produce and maintain acquisition letters
• Maintain knowledge of market trends and products
• Integral in HOV (home office visit) process: preparation and coordination of prospect travel, conference room reservation, set-up, F&B orders, and marketing aspects (e.g., customized business development presentations for HOVs, gifts with notecard)
• Maintain Salesforce data – produce accurate weekly Salesforce business development reports to evaluate recruiting metrics
• Develop and maintain relationships with internal partners
• Provide a gold‑standard experience to our internal and external clients through corporate service standards
• Various other duties as assigned

Education and Experience:

• Financial services experience and/or familiarity with the financial services industry
• Advisor recruiting or general sales experience (preferred)
• Marketing experience (preferred)

Knowledge/Skills/

Certifications:

• Relationship‑building skills
• Ability to engage and influence
• Financial services industry knowledge, specifically wealth management/brokerage
• Excellent professional written and verbal communication skills
• Ability to manage multiple projects and priorities simultaneously

Licenses

Required:

• SIE required (or ability to obtain within 3 months)
• Series 7 preferred but not required

Physical Requirements:

• Ability to speak, to hear and to operate business equipment such as computers, printers, etc.
• Professional office environment
• Located in DFW metroplex

Seniority level: Entry level

Employment type: Full‑time

Job function: Business Development and Sales