Associate, Business Development and Marketing Programs

Laird Norton Wetherby•San Francisco, CA

45d•Hybrid

About The Position

The Associate, Business Development & Marketing Programs, 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.

Requirements

0-2 years of experience in business development, marketing, client service, operations, or administrative support; financial services or professional services experience is a plus.
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.
Bachelor's degree preferred or equivalent relevant experience.
Candidates must meet all relevant employment qualifications at time of hiring, including (1) passing the background and credit checks successfully, along with any pre-employment exams; (2) signing all employee agreements; and (3) having the ability to consistently and effectively perform the job’s essential functions, duties, and responsibilities.

Responsibilities

Help maintain accurate prospect records, COI relationships, pipeline stages, and activity notes across the BD and Marketing teams.
Update BD pipeline reports on a regular cadence, track stage progression, and flag items that may need review or follow-up.
Help maintain LNW's Professional & COI database, including relationship owners, engagement history, referral activity, and outreach notes.
Help coordinate BD-Marketing planning sessions, including agendas, action items, shared calendars, and follow-up notes.
Maintain visibility and available metrics/insights across LNW client and COI events, external networking events, Marketing content calendar, and external public relations.
Help route advisor and Marketing requests, approvals, and deliverables so work moves efficiently between teams.
Conduct background research on new prospects and referrals, compiling professional profiles, network connections, and relevant context to prepare advisors for first meetings.
Research Centers of Influence and summarize relevant background information to support outreach planning and relationship tracking.
Assist with logistics, tracking, and follow-up for sponsorships and partnerships that support business development priorities.
Help organize and maintain LNW's library of BD and marketing materials, including pitch decks, capability one-pagers, tailored decks, and other key outreach collateral.
Assist with updates to standard materials for specific prospect or advisor needs, while following brand and compliance guidelines.
Help prepare recurring reports covering pipeline activity, advisor activity, COI engagement, and referral source information for BD and leadership review.
Help maintain shared BD-Marketing dashboards and review data for accuracy before reporting is shared.
Support advisors with prospect and COI outreach coordination, including scheduling touchpoints, preparing draft communications, and tracking follow-up activity in Salesforce.
Help field BD-related requests, connect advisors to the right materials or contacts, and keep follow-up items organized.