What are the responsibilities and job description for the Business Development & Growth Associate position at M Financial Planning Services?
Business Development & Growth Associate
M Financial Planning Services
About Us
M Financial Planning Services is a second-generation wealth management firm with over 50 years of history serving individuals and families across multiple generations.
Our firm currently manages approximately $350–$400 million in assets, with a strong foundation built by our founder and continued growth led by the next generation of advisors.
As we enter a transition period—with one senior advisor retiring and leadership evolving over the next 5–7 years—we are focused on expanding our reach, deepening client relationships, and building a scalable growth engine for the future.
The Opportunity
We are seeking a Business Development & Growth Associate to play a key role in driving new client acquisition and modernizing our prospecting efforts. This will be a full time, in-office position, in our Marlton, NJ location.
This is not a traditional marketing role.
This position is focused on:
- Generating qualified leads
- Supporting advisor-driven business development
- Building scalable prospecting systems
You will work closely with our advisors and alongside our long-tenured Marketing Director, who will continue to lead client communications, events, and internal marketing initiatives.
Key Responsibilities
Business Development & Lead Generation
- Identify and develop new client acquisition opportunities
- Build and manage prospect pipelines (individuals, families, COIs)
- Support advisors in converting prospects into long-term clients
- Develop referral strategies and centers of influence (CPAs, attorneys, etc.)
Marketing & Growth Strategy
- Execute outbound and inbound lead generation campaigns
- Optimize digital presence (LinkedIn, email outreach, website funnels)
- Track and report on campaign performance and ROI
- Implement systems to create a repeatable growth process
Brand & Prospect Engagement
- Help position the firm as a modern, next-generation advisory practice
- Assist in creating content targeted toward emerging wealth clients
- Support follow-up strategies for prospects and event attendees
Collaboration & Execution
- Partner with advisors on growth initiatives and niche targeting
- Collaborate with Marketing Director on brand consistency and messaging
- Help bridge traditional relationship-based growth with digital strategy
What We’re Looking For
- 2–6 years experience in business development, sales, or growth marketing
- Strong communication and relationship-building skills
- Self-starter mentality with a focus on measurable results
- Interest in wealth management and financial planning
- Experience with CRM systems (Redtail, Salesforce, etc.) preferred
What Makes This Role Unique
- Direct exposure to firm leadership and growth strategy
- Opportunity to help shape the future of a multi-generational firm
- Clear path to increased responsibility and potential revenue participation
- Work alongside advisors actively building and transitioning client relationships
Compensation
- Base salary performance-based incentives tied to new business generation
- Long-term growth opportunities aligned with firm expansion
Ideal Candidate Profile
This role is ideal for someone who:
- Thinks like an entrepreneur within a growing firm
- Wants to be directly tied to revenue and growth
- Is excited about building systems, not just executing tasks
- Can operate in both a relationship-driven and data-driven environment
Where You Fit In
You will be joining at a pivotal time:
- Supporting transition of long-standing client relationships
- Helping expand into the next generation of clients
- Building a modern growth engine to complement a 50-year legacy