Business Development Associate & Executive Liaison

Integrated Financial Settlements • Austin, TX

4d • Hybrid

About The Position

We're seeking an exceptional professional to join our team in a unique hybrid role that bridges high-level executive administration with strategic business development. This is an elevated position designed for a seasoned professional who thrives in fast-paced, executive-facing environments and can effectively drive growth for the Prospera Market Strategies platform—including our trust and structured settlement services. You'll serve as a critical resource across multiple functions: stewarding our CRM system with precision, supporting marketing-driven acquisition strategies, enabling our sales team, and providing sophisticated administrative support to senior leadership. This role offers the rare opportunity to develop deeper business development expertise while maintaining the operational excellence that executive teams depend on.

Requirements

• 7-10 years of progressive experience in executive support, business development, or a closely related role
• Bachelor's degree required, preferably in Business, Communications, Finance, or a related field
• Demonstrated ability to perform at an elevated level in fast-paced, high-stakes environments
• Exceptional organizational skills, judgment, and the ability to prioritize competing demands under tight deadlines
• Advanced proficiency with CRM systems is mandatory, including managing complex data sets and producing actionable reports
• Strong proficiency with Microsoft Office Suite and business productivity tools
• Outstanding written and verbal communication skills with the ability to represent the firm with polish, discretion, and credibility
• Ability to communicate effectively with executives, clients, and cross-functional teams
• Austin-based, with strong familiarity with the local business ecosystem and the ability to work in-person as required
• Proven reliability supporting senior leadership, with flexibility to respond to business needs beyond standard business hours

Nice To Haves

• Prior experience within financial services, alternative investments, or private equity strongly preferred
• Experience with Salesforce or similar enterprise CRM platforms
• Knowledge of structured settlements, trust administration, or financial services platforms
• Event management or coordination experience
• Familiarity with business development processes and sales enablement
• Project management experience

Responsibilities

• Partner closely with the Marketing team to execute outreach campaigns aligned with current BD priorities and acquisition strategies
• Provide accurate data, context, and feedback to ensure campaign effectiveness and market relevance
• Act as the primary steward of the firm's CRM system, maintaining complete and accurate lead data, interaction histories, and pipeline stages for Prospera's suite of services
• Ensure opportunities are properly qualified and prepare executive-ready reporting and insights
• Collaborate with the Events Planner to support high-tier firm-sponsored events
• Assist with attendee coordination, logistics preparation, and on-site execution to ensure a professional, seamless experience for clients and all participants
• Track and monitor trailing commission acquisition activity
• Vet incoming opportunities against established "Buy Box" criteria to ensure strategic alignment
• Organize, update, and distribute pitch decks, investment summaries, case studies, and other sales collateral to ensure consistent and current platform messaging
• Provide high-level administrative support, including complex calendar management, travel coordination, and meeting logistics
• Maintain flexibility to address urgent or time-sensitive business needs, including after-hours support when required
• Conduct targeted research on industry trends, competitors, and potential partners within the financial settlement and trust sectors
• Prepare concise briefings for senior leadership ahead of strategic meetings and engagements

Benefits

• This position offers the rare opportunity to develop deeper business development expertise while maintaining the operational excellence that executive teams depend on.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior