Business Development Coordinator / Marketing Support

Business Development Coordinator / Marketing Support

Singer Wealth is seeking a Business Development Coordinator and Marketing Administrative assistant to support our marketing department, client engagement, and growth initiatives. This role will focus on social media and digital marketing efforts, assist with client events, and support a high‑touch, relationship‑driven client experience.

This position is ideal for a detail‑oriented professional who enjoys marketing execution, event support, and contributing to a polished, concierge‑level brand experience within the financial services industry.

Key Responsibilities

Support the execution of digital marketing initiatives, including select email campaigns and online promotions

Responsible for social media coordination, scheduling, and engagement tracking

Assist with planning and execution of client events

Responsible for maintaining and ordering marketing material

Coordinate print marketing materials such as invitations, signage, and approved collateral

Attend 2–3 client events or financial seminars per month (occasional evenings)

Backup to Front Desk Reception – answering incoming calls and assisting the Director of First Impressions as needed

Track marketing and event activity using CRM systems (Salesforce) and Excel‑based reports

Support administrative and marketing tasks as assigned by the Marketing Director

Qualifications

2+ years of experience in marketing, business development, events, or administrative support

Experience or strong interest in financial services preferred

Experience in social media / digital marketing preferred

Strong organizational skills and attention to detail

Proficiency in Microsoft Office (Excel, Word, Outlook); CRM experience a plus

Professional, polished communication style

What We’re Looking For

A proactive, reliable team player

Someone who values brand consistency, quality execution, and client experience

Strong follow‑through and ability to manage multiple priorities

Comfortable working in a collaborative, in‑office environment

Direct impact on advisor success and firm growth

Medical, vision, dental, and disability insurance

SIMPLE IRA with company match

PTO starting at 2 weeks (3 weeks at 5 years)

Company retreat when firm goals are achieved

Seniority level

Entry level

Employment type

Full‑time

Job function

Business Development and Sales

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