Business Development & Marketing Operations Coordinator (Wealth Advisory Fi at #twiceasnice Recruiting

Jacksonville, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Jun, 26

Salary

70000.0

Posted On

06 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Marketing Operations, CRM Management, Outreach Coordination, Pipeline Tracking, Email Campaign Management, Event Coordination, Data Reporting, Process Execution, Follow-through, Microsoft Office Proficiency, Written Communication

Industry

Staffing and Recruiting

Description

Business Development & Marketing Operations Coordinator (Wealth Advisory Firm) Location: Jacksonville, FL Salary: $50,000 – $70,000 + Full Benefits Benefits: Health Insurance, Holidays, Generous Paid Time Off Job Type: Full-Time | On-site Typical Hours: Monday–Friday; occasional evening or weekend work for special events Start Date: ASAP Sponsorship is not available Business Development & Marketing Operations Coordinator (Wealth Advisory Firm) Description Our client, a boutique wealth advisory firm, is seeking a highly organized, execution-driven Business Development & Marketing Operations Coordinator in Jacksonville, FL. In this role, you will help systematize the firm’s business development efforts by strengthening CPA referral relationships, managing structured outreach and CRM-driven campaigns, coordinating events, and ensuring consistent communication with clients and prospects. This is not a creative branding role – it is a disciplined execution position focused on increasing meeting flow, improving pipeline visibility, and ensuring outreach processes run accurately, compliantly, and on schedule. This role is ideal for someone who thrives in structured environments, enjoys running well-defined processes end-to-end, and takes pride in precision, organization, and follow-through. This is a great opportunity to work closely with leadership and directly impact referral engagement and new prospect meetings through disciplined, repeatable outreach. Business Development & Marketing Operations Coordinator (Wealth Advisory Firm) Responsibilities • Draft personalized outreach emails using approved templates and sequences • Manage prospect nurture workflows and segmented email campaigns • Coordinate outreach and follow-up cadence with CPA partners and referral sources • Format and distribute monthly market letters and shorter email touchpoints • Update website content and support a consistent, professional LinkedIn presence • Coordinate client and CPA events, including invites, tracking, and follow-up • Organize CPA roundtables and educational events to drive referral growth • Maintain CRM workflows, pipeline tracking, and follow-up reminders • Monitor open rates, response rates, and CPA partner engagement metrics • Track referral activity, meeting conversions, and pipeline value metrics • Report on business development performance and outreach effectiveness Business Development & Marketing Operations Coordinator (Wealth Advisory Firm) Qualifications • Bachelor’s degree required • 2+ years of marketing or business development support experience required • Experience in professional services preferred • Proficiency with Microsoft Office and CRM tools required • Strong written communication with a polished, client-facing style required

Responsibilities

This role involves systematizing business development efforts by strengthening CPA referral relationships, managing structured outreach, and coordinating events to increase meeting flow. Responsibilities include drafting outreach emails, managing nurture workflows, coordinating events, and maintaining CRM workflows and pipeline tracking.