• Perform outreach to warm prospects sourced from referrals, COIs, inbound inquiries, RM networks, and approved lead sources.
• Respond to inbound inquiries and assess prospect interest.
• Gather preliminary information and coordinate introductions with the RM.
• Schedule meetings, maintain follow-up activities, and document prospect interactions in firm systems.
• Support growth efforts within existing client and professional networks.

• Direct prospect activity and pipeline progress during the client acquisition process.
• Ensure accurate documentation in MOSAIC and other sanctioned CRM tools.
• Track prospect progression, coordinate follow-up, and find opportunities requiring RM attention.
• Support process improvements that enhance sales effectiveness and client acquisition.

• Investigate referral prospects, centers of influence, and business growth activities.
• Track prospect involvement and business growth indicators.
• Produce reports and insights regarding prospect activity and conversion trends.
• Support execution of RM growth strategies using MOSAIC and firm technology tools.

• Assist with information gathering and coordination throughout the prospect and onboarding process.
• Help ensure a professional experience for prospective clients.
• Collaborate with RMs and Client Service Associates to ensure a seamless transition from prospect to client.
• Ensure adherence to firm policies, regulatory requirements, and business development procedures.

• Collaborate closely with RMs, Client Service Associates, Practice Management, and Sales Leadership.
• Participate in pipeline reviews, planning discussions, and special projects.
• Share guidelines and process improvement recommendations.

• Warm lead outreach and engagement effectiveness.
• Qualified opportunities generated and routed to RMs.
• Appointment scheduling and meeting coordination quality.
• Pipeline management, follow-up completion, and CRM accuracy.
• Responsiveness to prospect inquiries.
• Compliance with business development policies and regulations.
• Close collaboration with RMs and contribution to practice growth.

• Licensing progress and completion.
• Professionalism, reliability, and business judgment.
• Strong prospect interactions and communication skills.
• Problem-solving ability and appropriate handling of customer concerns.
• CRM proficiency, coachability, and positive performance feedback.

• Bachelor's degree preferred or equivalent experience.
• 1-3 years of experience in business development, sales support, client service, financial services, or a related field.
• Strong communication, relationship-building, organization, and multitasking skills.
• Proficiency with Microsoft Office and CRM systems.

• Experience supporting Relationship Managers, wealth management, or insurance-based sales teams.
• Experience with Salesforce or similar CRM platforms.
• Familiarity with financial services, insurance, wealth management, and planning concepts.
• Industry licensing or willingness to obtain required licenses.

• Committed to improvement, self-starting, and attentive to client needs.
• Strong communication, listening, and relationship-building skills.
• Ability to identify client needs and route opportunities appropriately.
• Strong problem-solving, time management, and organizational abilities.
• Ability to maintain confidentiality, use sound judgment, and work independently within a team environment.
• Proficiency with CRM systems and business technology tools.

• The role centers solely on warm leads, referrals, client introductions, COIs, inbound inquiries, RM relationships, and authorized lead sources. Cold calling, bought lead solicitation, and self-initiated outreach are not allowed.
• Hybrid work environment with standard office technology; occasional travel may be required.
• Additional duties may be assigned as business needs evolve.

#NFP