Business Development Associate

ABOUT THE COMPANY

This organization is not your typical financial institution. Theyre an independent trust company built on relationships not transactions. Their mission is to help individuals and families preserve and grow their wealth with integrity transparency and a deeply personal touch. They serve clients across Southwest Florida and beyond offering investment management trust and estate services with a boutique feel and institutional strength. Their team is close-knit community-minded and committed to doing right by their clientsand each other.

WHAT YOULL DO

As a Business Development Associate you will play an integral role in building a consistent scalable business development function across the firm. You will partner with leadership and teams across the organization to streamline the sales process improve efficiency and accountability standardize prospecting materials and help build the infrastructure tools and reporting needed to support sustainable growth. Responsibilities include but are not limited to the following:

Day-to-Day Responsibilities:

• Help design document and continuously improve a company-wide business development and sales process

• Coordinate business development activity across the department and offices to promote consistent processes clear ownership and efficient prospect experience

• Develop standardized templates presentations pitch materials capability overviews meeting preparation materials follow-up communications and other prospecting resources in partnership with subject matter experts

• Create and maintain a centralized library of approved business development and prospecting materials so teams can easily access current consistent content

• Identify process bottlenecks duplicative work and administrative inefficiencies and recommend practical improvements automation opportunities and standardized workflows

• Prepare pipeline reports activity summaries dashboards and other business development metrics for leadership review

• Support prospect research meeting preparation proposal development follow-up coordination and other activities that help move opportunities through the sales process

• Support the development of department procedures playbooks training resources onboarding materials and best practices as the business development function expands

WHAT WERE LOOKING FOR

Must-Haves:

• Minimum three (3) years of experience in business development sales operations relationship management marketing financial services or a related professional services environment

• Demonstrated ability to organize and improve processes workflows and systems across multiple markets

• Strong written and verbal communication skills with the ability to create clear polished client- and prospect-facing materials

• Strong project management and organizational skills with the ability to manage multiple priorities deadlines and follow-up items

• Proficiency in Microsoft Office particularly PowerPoint Excel Word and Outlook; experience working with CRM systems

• Ability to work collaboratively across markets build consensus and follow through on initiatives with limited oversight

• Strong attention to detail sound judgment and a service-oriented mindset in a regulated and relationship-driven environment

Nice-to-Haves:

• Bachelors degree in business marketing finance communications or a related field

• Experience with CRM administration sales enablement pipeline reporting workflow automation or business intelligence tools

• Experience developing sales playbooks standardized collateral proposal materials or business development training resources

WHY YOULL LOVE WORKING HERE

Working here feels like being part of something meaningful. They believe in professionalism without pretense and treat their team like the valuable people they arenot just job titles. Youll be surrounded by smart kind and driven colleagues who care deeply about their work and the people they serve.

• Health & Wellness: 90% employer-paid medical coverage. Dental and vision plans available at employee cost.

• Financial Benefits: Employer-supported 401(k) safe harbor contribution and Employee Stock Ownership Plan (ESOP).

• Work-Life Balance: Generous PTO paid holidays hybrid policy (3 days/month) and a supportive team culture.

• Wellbeing: Access to mental health resources and wellness initiatives.

• Culture: We host annual team events community involvement opportunities and foster a respectful inclusive workplace.

Required Experience:

IC