Business Development & Marketing Operations Coordinator (Wealth Advisory Firm)
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Job Location:
Jacksonville, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Business Development & Marketing Operations Coordinator (Wealth Advisory Firm)
Location: Jacksonville FL
Salary: $50000 $70000 Full Benefits
Benefits: Health Insurance Holidays Generous Paid Time Off
Job Type: Full-Time On-site
Typical Hours: MondayFriday; occasional evening or weekend work for special events
Start Date: ASAP
Sponsorship is not available
Business Development & Marketing Operations Coordinator (Wealth Advisory Firm) Description
Our client a boutique wealth advisory firm is seeking a highly organized execution-driven Business Development & Marketing Operations Coordinator in Jacksonville this role you will help systematize the firms 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 metrics
Report on business development performance and outreach effectiveness
Business Development & Marketing Operations Coordinator (Wealth Advisory Firm) Qualifications
Bachelors degree required
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
Required Experience:
IC
Key Skills
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