Responsibilities

• Salesforce Support: Help maintain accurate prospect records, COI relationships, pipeline stages, and activity notes across the BD and Marketing teams.
• Pipeline Tracking: Update BD pipeline reports on a regular cadence, track stage progression, and flag items that may need review or follow-up.
• COI Relationship Data: Help maintain LNW's Professional & COI database, including relationship owners, engagement history, referral activity, and outreach notes.
• Planning Support: Help coordinate BD-Marketing planning sessions, including agendas, action items, shared calendars, and follow-up notes.
• Shared Activity Calendar: Maintain visibility and available metrics/insights across LNW client and COI events, external networking events, Marketing content calendar, and external public relations.
• Request Coordination: Help route advisor and Marketing requests, approvals, and deliverables so work moves efficiently between teams.
• Prospect Research: Conduct background research on new prospects and referrals, compiling professional profiles, network connections, and relevant context to prepare advisors for first meetings.
• COI Research: Research Centers of Influence and summarize relevant background information to support outreach planning and relationship tracking.
• Sponsorship and Partnership Support: Assist with logistics, tracking, and follow-up for sponsorships and partnerships that support business development priorities.
• BD & Marketing Library: Help organize and maintain LNW's library of BD and marketing materials, including pitch decks, capability one-pagers, tailored decks, and other key outreach collateral.

Requirements

• 0-2 years of experience in business development, marketing, client service, operations, or administrative support; financial services or professional services experience is a plus.
• Strong attention to detail and comfort maintaining accurate information in systems such as Salesforce or another CRM.
• Strong organizational skills and ability to manage multiple tasks, deadlines, and stakeholders.
• Clear written communication skills, including comfort drafting professional emails, meeting notes, brief summaries, and basic reports.
• Comfort working with data, spreadsheets, and recurring reports; ability to identify inconsistencies and ask good questions.
• Proficiency with Microsoft Office; familiarity with Salesforce, Marketo, or similar tools is a plus.
• Professionalism and discretion when working with sensitive client, prospect, and firm information.
• Curiosity about business development, marketing, and relationship management in wealth management.
• Bachelor's degree preferred or equivalent relevant experience.

Benefits

• We offer excellent benefits including medical, dental, and vision coverage; generous time off (including a sabbatical program after 10 years); flexible spending plans for health care, transportation, and dependent care; 401(k) plan, educational reimbursements, and more.