Associate, Business Development and Marketing Programs

Role Overview

Supports the day-to-day coordination, research, reporting, and materials management needed to help LNW’s Business Development and Marketing teams work effectively together. This role is a strong fit for an early-career professional who is highly organized, detail-oriented, comfortable working with data and systems, and interested in learning how business development and marketing support growth in a relationship-driven wealth management firm.

What You Will Do

Maintain accurate prospect records, update BD pipeline reports, help maintain LNW’s Professional & COI database, coordinate BD-Marketing planning sessions, and assist with logistics, tracking, and follow-up for sponsorships and partnerships.

Why It Might Be a Fit

Seeking an early-career professional with 0-2 years of experience in business development, marketing, client service, operations, or administrative support, who is highly organized, detail-oriented, and comfortable working with data and systems.

Requirements

• 0-2 years of experience in business development, marketing, client service, operations, or administrative support
• Strong attention to detail and comfort maintaining accurate information in systems such as Salesforce or another CRM
• Strong organizational skills and ability to manage multiple tasks, deadlines, and stakeholders
• Clear written communication skills, including comfort drafting professional emails, meeting notes, brief summaries, and basic reports
• Comfort working with data, spreadsheets, and recurring reports; ability to identify inconsistencies and ask good questions
• Proficiency with Microsoft Office; familiarity with Salesforce, Marketo, or similar tools is a plus
• Professionalism and discretion when working with sensitive client, prospect, and firm information
• Curiosity about business development, marketing, and relationship management in wealth management

Benefits

• Competitive salary commensurate with experience and skills
• Meaningful annual bonus based on company and individual performance
• Medical, dental, and vision coverage
• Generous time off (including a sabbatical program after 10 years)
• Flexible spending plans for health care, transportation, and dependent care
• 401(k) plan
• Educational reimbursements