The role involves generating business through outreach, maintaining relationships, representing the firm at events, and developing strategies for growth.
Keystone Wealth Management
Position: Business Development & Community Relations Manager
Office Location: Seven Fields, PA
About Keystone Wealth Management
Keystone Wealth Management is a relationship-focused financial planning firm serving families and individuals throughout Seven Fields, Butler County, and the greater Pittsburgh region. Our mission is to help families build clarity, confidence, and long-term financial security through trusted advice and meaningful relationships.
Position Overview
Keystone Wealth Management is seeking a part-time Business Development & Community Relations Manager to lead local growth initiatives, expand professional referral partnerships, and increase brand visibility in the community.
This role is responsible for generating qualified opportunities through proactive outreach, strategic marketing efforts, and relationship cultivation. The ideal candidate is results-driven, highly professional, and confident representing a respected wealth management firm in both one-on-one and public settings.
This is a hybrid role requiring both in-office presence in Seven Fields and frequent local travel throughout the Cranberry, Butler County, and North Pittsburgh region.
Key Responsibilities
· Develop new business by proactively reaching out to professional referral sources, including CPAs, attorneys, real estate professionals, insurance professionals, and other centers of influence
· Maintain and deepen relationships with existing referral partners through consistent touchpoints
· Represent Keystone Wealth Management at local networking events, community functions, and industry gatherings throughout Seven Fields and surrounding areas
· Implement an individual sales and outreach strategy aligned with firm goals to achieve monthly business development targets
· Conduct cold and warm outreach via phone, email, and in-person meetings
· Collaborate closely with Leadership to align outreach strategy, messaging, and brand presence
· Track outreach activity, referrals, and progress toward goals using CRM or internal systems
· Support social media presence and engagement strategies that reflect community initiatives.
· Work with firm leadership to create strategic plans for territory growth and client engagement.
What You Bring
· 3+ years of experience in business development, marketing, or relationship-based sales
· Experience within financial services, wealth management, insurance, banking, or professional services strongly preferred
· Strong understanding of the financial advisor landscape and referral-based growth models
· Proven ability to build trust and long-term professional relationships
· Highly organized with strong follow-through and accountability
· Excellent verbal and written communication skills
· Comfortable initiating outreach and handling objections professionally
· Self-motivated and performance-driven
· Proficiency with CRM systems and basic marketing tools
Schedule & Compensation
· Part-time, 16 -24 hours per week
· Combination of office, fieldwork, and local travel
· Competitive hourly wage + performance-based incentives
