Business Development Associate

Atlanta, GA - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Full-time

Description

HB Wealth (HB) is a national independent fee-only wealth management firm headquartered in Atlanta GA with additional offices in Palm Beach Gardens and Tampa FL; Alpharetta Augusta and Sandy Springs GA; Towson and Columbia MD; Charlotte NC; Columbia and Greenville SC; and Nashville TN.

Founded in 1989 HB provides wealth advisory services investment management and family office services to primarily high-net-worth individuals families and institutions. With over $29 billion in assets under management as of October 31 2025 our team collaborates across all locations to deliver The Fiduciary Standard Elevatedbringing unwavering financial peace of mind to the clients we are privileged to serve.

At HB Wealth we foster a healthy collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning growing sharing ideas and making a meaningful impact for our clients.

Position Summary

The Business Development Associate plays a key execution and coordination role within the firms Business Development Group. This position is designed to provide organizational leverage ensure consistent follow-through and support the execution of business development initiatives enabling the Director of Business Development to focus on strategy senior relationships and growth initiatives.

This role partners closely with advisors marketing operations and external partners to help keep business development efforts organized moving forward and well-supported. This role is responsible for managing day-to-day execution tracking activity and handling the operational details that ensure initiatives do not stall.

This is a hands-on tactical role for someone who enjoys bringing structure to ideas managing moving pieces and seeing projects through from concept to completion.

Job Responsibilities

Schwab / SAN Relationship Support

Track inbound SAN referrals and related activity
Coordinate follow-ups next steps and communications
Support Schwab FC engagement outreach and events

BD Portal & Internal Enablement

Maintain and organize internal BD resources and tools
Turn playbooks and training content into clear usable material

Sales Navigator & Prospecting Support

Support LinkedIn Sales Navigator workflows and list management
Conduct research to support targeted outreach (no cold selling)

Inbound Referrals & Routing

Manage inbound referrals from website and partner channels
Route opportunities to the appropriate advisor in a timely manner

Events & Relationship-Building Initiatives

Coordinate logistics for firm events panels and partner gatherings
Support COI and business owner events including preparation and follow-up

Core Competencies

Highly organized with strong attention to detail
Clear professional communicator
Proactive and comfortable managing multiple priorities
Collaborative and team-oriented
Strong aptitude for integrating Microsoft Copilot and AI-driven workflows into daily work recognizing AI as a core capability for scaling and leveraging strategic business development efforts

Requirements

Bachelors degree in business marketing operations or a related field
24 years of experience in business development support coordination operations or a related role
Experience in a professional services advisory or relationship-based environment preferred
Strong organizational and project coordination skills
Proficiency in Microsoft Office applications
Familiarity with CRM systems and BD-related tools (experience with Salentica or similar platforms a plus)
Experience supporting relationship-driven growth efforts preferred
Ability to successfully pass criminal background / credit check required

Benefits

Competitive PTO/Holiday policy
401k match
1st day eligible benefits offering; medical dental vision telemed disability
Paid Maternity/Paternity leave
Fun and welcoming office environment with monthly and quarterly events
Ability to work remotely 20%
Cell phone stipend
EPP

Why HB is a great place to work

Employees enjoy the collaborative inclusive team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities our client base and the comprehensive benefit package round out the competitive compensation.

HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work meritocracy respect for others diversity and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected it is empowering it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference creativity and spirit. It is in our DNA and we like it that way.

Required Experience:

Full-timeDescriptionHB Wealth (HB) is a national independent fee-only wealth management firm headquartered in Atlanta GA with additional offices in Palm Beach Gardens and Tampa FL; Alpharetta Augusta and Sandy Springs GA; Towson and Columbia MD; Charlotte NC; Columbia and Greenville SC; and Nashvill...