Business Development & Marketing Coordinator, Wealth Mgmt Firm (on-site)
#twiceasnice Recruiting, Jacksonville, FL, United States
Business Development & Marketing Operations Coordinator (Wealth Advisory Firm)
Salary: $50,000 – $70,000 + Full Benefits
Job Type: Full-Time | On-site
Typical Hours: Monday–Friday; occasional evening or weekend work for special events
Start Date: ASAP
Sponsorship is not available
Our client, a boutique wealth advisory firm, is seeking a highly organized, execution-driven
Business Development & Marketing Operations Coordinator
in Jacksonville, FL. In this role, you will help systematize the firm’s business development efforts by strengthening CPA referral relationships, managing structured outreach and CRM-driven campaigns, coordinating events, and ensuring consistent communication with clients and prospects. This is
not a creative branding role
– it is a disciplined execution position focused on increasing meeting flow, improving pipeline visibility, and ensuring outreach processes run accurately, compliantly, and on schedule. This role is ideal for someone who
thrives in structured environments , enjoys running
well-defined processes end-to-end , and takes pride in
precision, organization, and follow-through . This is a great opportunity to work closely with leadership and directly impact referral engagement and new prospect meetings through disciplined, repeatable outreach.
Business Development & Marketing Operations Coordinator (Wealth Advisory Firm) Responsibilities
Draft personalized outreach emails using approved templates and sequences
Manage prospect nurture workflows and segmented email campaigns
Coordinate outreach and follow-up cadence with CPA partners and referral sources
Format and distribute monthly market letters and shorter email touchpoints
Update website content and support a consistent, professional LinkedIn presence
Coordinate client and CPA events, including invites, tracking, and follow-up
Organize CPA roundtables and educational events to drive referral growth
Maintain CRM workflows, pipeline tracking, and follow-up reminders
Monitor open rates, response rates, and CPA partner engagement metrics
Track referral activity, meeting conversions, and pipeline value metricsReport on business development performance and outreach effectiveness
Business Development & Marketing Operations Coordinator (Wealth Advisory Firm) Qualifications
2+ years of marketing or business development support experience required
Experience in professional services preferred
Proficiency with Microsoft Office and CRM tools required
Strong written communication with a polished, client-facing style required
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Job Type: Full-Time | On-site
Typical Hours: Monday–Friday; occasional evening or weekend work for special events
Start Date: ASAP
Sponsorship is not available
Our client, a boutique wealth advisory firm, is seeking a highly organized, execution-driven
Business Development & Marketing Operations Coordinator
in Jacksonville, FL. In this role, you will help systematize the firm’s business development efforts by strengthening CPA referral relationships, managing structured outreach and CRM-driven campaigns, coordinating events, and ensuring consistent communication with clients and prospects. This is
not a creative branding role
– it is a disciplined execution position focused on increasing meeting flow, improving pipeline visibility, and ensuring outreach processes run accurately, compliantly, and on schedule. This role is ideal for someone who
thrives in structured environments , enjoys running
well-defined processes end-to-end , and takes pride in
precision, organization, and follow-through . This is a great opportunity to work closely with leadership and directly impact referral engagement and new prospect meetings through disciplined, repeatable outreach.
Business Development & Marketing Operations Coordinator (Wealth Advisory Firm) Responsibilities
Draft personalized outreach emails using approved templates and sequences
Manage prospect nurture workflows and segmented email campaigns
Coordinate outreach and follow-up cadence with CPA partners and referral sources
Format and distribute monthly market letters and shorter email touchpoints
Update website content and support a consistent, professional LinkedIn presence
Coordinate client and CPA events, including invites, tracking, and follow-up
Organize CPA roundtables and educational events to drive referral growth
Maintain CRM workflows, pipeline tracking, and follow-up reminders
Monitor open rates, response rates, and CPA partner engagement metrics
Track referral activity, meeting conversions, and pipeline value metricsReport on business development performance and outreach effectiveness
Business Development & Marketing Operations Coordinator (Wealth Advisory Firm) Qualifications
2+ years of marketing or business development support experience required
Experience in professional services preferred
Proficiency with Microsoft Office and CRM tools required
Strong written communication with a polished, client-facing style required
#J-18808-Ljbffr