ABOUT THE COMPANY
This organization is not your typical financial institution. They're an independent trust company built on relationships, not transactions. Their mission is to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch. They serve clients across Southwest Florida and beyond, offering investment management, trust, and estate services with a boutique feel and institutional strength. Their team is close-knit, community-minded, and committed to doing right by their clients—and each other.
WHAT YOU’LL DO
As a Business Development Associate, you will play an integral role in building a consistent, scalable business development function across the firm. You will partner with leadership and teams across the organization to streamline the sales process, improve efficiency and accountability, standardize prospecting materials, and help build the infrastructure, tools, and reporting needed to support sustainable growth. Responsibilities include, but are not limited to, the following:
Day-to-Day Responsibilities:
Help design, document, and continuously improve a company-wide business development and sales process
Coordinate business development activity across the department and offices to promote consistent processes, clear ownership, and efficient prospect experience
Develop standardized templates, presentations, pitch materials, capability overviews, meeting preparation materials, follow-up communications, and other prospecting resources in partnership with subject matter experts
Create and maintain a centralized library of approved business development and prospecting materials so teams can easily access current, consistent content
Identify process bottlenecks, duplicative work, and administrative inefficiencies and recommend practical improvements, automation opportunities, and standardized workflows
Prepare pipeline reports, activity summaries, dashboards, and other business development metrics for leadership review
Support prospect research, meeting preparation, proposal development, follow-up coordination, and other activities that help move opportunities through the sales process
Support the development of department procedures, playbooks, training resources, onboarding materials, and best practices as the business development function expands
WHAT WE’RE LOOKING FOR
Must-Haves:
Minimum three (3) years of experience in business development, sales operations, relationship management, marketing, financial services, or a related professional services environment
Demonstrated ability to organize and improve processes, workflows, and systems across multiple markets
Strong written and verbal communication skills with the ability to create clear, polished, client- and prospect-facing materials
Strong project management and organizational skills with the ability to manage multiple priorities, deadlines, and follow-up items
Proficiency in Microsoft Office, particularly PowerPoint, Excel, Word, and Outlook; experience working with CRM systems
Ability to work collaboratively across markets, build consensus, and follow through on initiatives with limited oversight
Strong attention to detail, sound judgment, and a service-oriented mindset in a regulated and relationship-driven environment
Nice-to-Haves:
Bachelor’s degree in business, marketing, finance, communications, or a related field
Experience with CRM administration, sales enablement, pipeline reporting, workflow automation, or business intelligence tools
Experience developing sales playbooks, standardized collateral, proposal materials, or business development training resources
WHY YOU’LL LOVE WORKING HERE
Working here feels like being part of something meaningful. They believe in professionalism without pretense, and treat their team like the valuable people they are—not just job titles. You’ll be surrounded by smart, kind, and driven colleagues who care deeply about their work and the people they serve.
Health & Wellness: 90% employer-paid medical coverage. Dental and vision plans available at employee cost.
Financial Benefits: Employer-supported 401(k) safe harbor contribution and Employee Stock Ownership Plan (ESOP).
Work-Life Balance: Generous PTO, paid holidays, hybrid policy (3 days/month), and a supportive team culture.
Wellbeing: Access to mental health resources and wellness initiatives.
Culture: We host annual team events, community involvement opportunities, and foster a respectful, inclusive workplace.
Skills Required
- At least three years of experience in business development, sales operations, relationship management, marketing, financial services, or a related professional services environment
- Experience organizing and improving processes, workflows, and systems across multiple markets
- Strong written and verbal communication skills, including the ability to create polished client- and prospect-facing materials
- Strong project management and organizational skills with the ability to manage multiple priorities, deadlines, and follow-up items
- Proficiency in Microsoft Office, particularly PowerPoint, Excel, Word, and Outlook
- Experience working with CRM systems
- Ability to collaborate across markets, build consensus, and follow through with limited oversight
- Strong attention to detail, sound judgment, and a service-oriented mindset in a regulated, relationship-driven environment
- Bachelor’s degree in business, marketing, finance, communications, or a related field
- Experience with CRM administration, sales enablement, pipeline reporting, workflow automation, or business intelligence tools
- Experience developing sales playbooks, standardized collateral, proposal materials, or business development training resources
livingHR, Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about livingHR, Inc. and has not been reviewed or approved by livingHR, Inc..
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Leave & Time Off Breadth — Unlimited PTO is paired with a stated minimum of three weeks annually and additional paid holidays, signaling breadth and encouragement of time away.
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Healthcare Strength — Employer-paid life, AD&D, and short- and long-term disability plus company contributions toward medical and dental indicate a robust core health and protection foundation.
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Parental & Family Support — Paid parental leave for birthing and non-birthing parents alongside a Family Emergency Fund underscores meaningful support for caregiving and crises.
livingHR, Inc. Insights
What We Do
livingHR is The Work Agency® making work better by building culture, experiences, and talent for growing organizations. An agency built for the people function, we drive employee engagement and business results by tackling organizational culture, change, transformation, talent, and leadership opportunities with a people-first approach. We offer high-impact solutions to take your business to the next level, including: - Create Cultures - Optimize Talent - Modernize People Operations - Humanize Experiences - Search for Great Talent - Transform DEIB Life can be hard. Work doesn't have to be. Let us do the lift on humanizing your workplace.
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