Business Development Coordinator

Business Development Coordinator

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

-      Researching industry events for awareness and presence

-      Implementing Business Development marketing (in partnership with marketing team)

·      Primary ownership of social media (LinkedIn, Twitter, Facebook, and Instagram), email (Act-On), and print mail campaigns – broad and targeted (firms, niche, e.g. women advisors)

·      If/then campaigns (manage prospect engagement/website traffic and Prospera follow-up)

·      Work in collaboration with marketing team to refresh website – updated messaging, videos, graphics

·      Manage and execute quarterly touch and feel campaign

·      Produce and maintain acquisition letters

• Maintain knowledge of market trends and products
• Integral in HOV (home office visit) process: preparation and coordination of in support of the prospect experience, including coordination and execution of HOV administration details (prospect travel, conference room reservation, set-up, F&B orders) and marketing aspects (e.g. customize 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 our corporate service standards
• Various other duties as assigned

Supervision: N/A

Education and Experience:

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

Knowledge/Skills/Certifications:

• Project Management skills
• 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.

Environmental Requirements:

• Professional office environment
• Located in DFW metroplex