Associate, Business Development and Marketing Programs

Location: San Francisco, California, or Seattle, Washington

Availability: Full-time. Hybrid schedule, with a minimum of 2 days/week on-site at your local LNW office and up to 3 days/week remote.

Status: Salary non-exempt; overtime eligible

The Associate, Business Development & Marketing Programs, supports the day-to-day coordination, research, reporting, and materials management needed to help LNW’s Business Development and Marketing teams work effectively together. This role is a strong fit for an early-career professional who is highly organized, detail-oriented, comfortable working with data and systems, and interested in learning how business development and marketing support growth in a relationship-driven wealth management firm.

CRM & Pipeline Operations

• Salesforce Support:
  Help maintain accurate prospect records, COI relationships, pipeline stages, and activity notes across the BD and Marketing teams.
• Pipeline Tracking:
  Update BD pipeline reports on a regular cadence, track stage progression, and flag items that may need review or follow-up.
• COI Relationship Data:
  
  Help maintain LNW's Professional & COI database, including relationship owners, engagement history, referral activity, and outreach notes.

BD–Marketing Coordination

• Planning Support:
  Help coordinate BD-Marketing planning sessions, including agendas, action items, shared calendars, and follow-up notes.
• Shared Activity Calendar:
  Maintain visibility and available metrics/insights across LNW client and COI events, external networking events, Marketing content calendar, and external public relations.
• Request Coordination:
  Help route advisor and Marketing requests, approvals, and deliverables so work moves efficiently between teams.

COI & Prospect Research

• Prospect Research:
  Conduct background research on new prospects and referrals, compiling professional profiles, network connections, and relevant context to prepare advisors for first meetings.
• COI Research:
  Research Centers of Influence and summarize relevant background information to support outreach planning and relationship tracking.
• Sponsorship and Partnership Support:
  Assist with logistics, tracking, and follow-up for sponsor ships and partnerships that support business development priorities.

Content & Materials Management

• BD & Marketing Library:
  Help organize and maintain LNW's library of BD and marketing materials, including pitch decks, capability one-pagers, tailored decks, and other key outreach collateral.
• Materials Support:
  
  Assist with updates to standard materials for specific prospect or advisor needs, while following brand and compliance guidelines.

Reporting & Analytics

• BD Reporting Support:
  
  Help prepare recurring reports covering pipeline activity, advisor activity, COI engagement, and referral source information for BD and leadership review.
• Dashboard Maintenance:
  Help maintain shared BD-Marketing dashboards and review data for accuracy before reporting is shared.

Advisor Enablement

• Outreach Support:
  
  Support advisors with prospect and COI outreach coordination, including scheduling touchpoints, preparing draft communications, and tracking follow-up activity in Salesforce.
• Advisor Support:
  Help field BD-related requests, connect advisors to the right materials or contacts, and keep follow-up items organized.

This is a high-level overview of the role’s duties, which may increase and vary based on business needs.

• 0-2 years of experience in business development, marketing, client service, operations, or administrative support; financial services or professional services experience is a plus.
• Strong attention to detail and comfort maintaining accurate information in systems such as Salesforce or another CRM.
• Strong organizational…