Business Development & Marketing Coordinator

Job Description

The Business Development & Marketing Coordinator collaborates to enhance the firm’s business development and marketing efforts, ensuring effective coordination and execution of initiatives that drive growth and improve prospect and client experiences.

RESPONSIBILITIES:

Coordinate and execute Requests for Information (RFIs), Requests for Proposals (RFPs), new business presentations/pitchbooks, and proposals

Assist with prospect and industry research and general business development activities and events

Coordinate and schedule meetings, tracking and reporting progress

Administer, regularly update, and qualify prospect and deepening opportunity activities in Client Relationship Management (CRM), including managing the business pipeline in CRM

Support the Organic Growth team across new business opportunities with appropriate team members.

Assist with executing the new client welcome package/gift initiative

Assist with a client referral program

Proactive coordination and frequent communication with team members, vendors, and clients at the project coordination level for events

Support internal and client-facing events—from concept to completion—including logistics, vendor and venue management, guest communications, and on-site support.

Help produce and coordinate the sending of email communications to clients, prospects, and COIs

Gather, organize, and maintain business development and marketing information and files in a centralized location

Manage inbound requests from marketing campaigns, website, industry conferences, events, and other channels

Coordinate and execute industry surveys

Administer web updates and social media posts when necessary

Perform all other duties assigned for the efficient operation of the department.

EDUCATION/EXPERIENCE:

Bachelor’s degree in Communications, Marketing, Business Development, or similar

3-5 years of prior business development, marketing, and event management experience, ideally in the wealth management or a similar industry.

Highly proficient with Microsoft Office Suite specifically in Word and PowerPoint.

Experience working in Cvent Event Management Software, Wordpress, and Salesforce CRM.

DESIRABLE ATTRIBUTES:

Naturally warm optimism and empathy

Professional image, excellent interpersonal skills, and good business acumen

Organized, detailed, and deadline-oriented

Team player with a solid work ethic and positive attitude.

Ability to multi-task and work in a fast-paced energetic environment

Problem solver who likes change and innovation while focused on the big picture

Excellent written and verbal communication skills

Creative graphic design skills with an eye for color, design, and layout.

Deep curiosity that lends itself to creativity and strategic thinking

Self-motivated with a sense of urgency and accountability

Ability to manage competing projects with high attention to detail and excellent follow-through

Ability to work independently and as part of a collaborative team

Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.

Full-time