Business Development & Operations Manager
About The Position
We're looking for an ambitious, organized, relationship-driven professional who wants to become an integral part of expanding one of Northern California's premier reverse mortgage practices. As the Business Development & Operations Manager, you will become the operational engine behind a growing business—helping expand our market presence, strengthen referral relationships, create efficient systems, coordinate and launch marketing initiatives, and deliver an exceptional experience for every referral partner and client. You'll work directly alongside an experienced Reverse Mortgage Professional whose mission is to educate seniors, financial professionals, and families about retirement planning through home equity solutions.
Requirements
- 2+ years in mortgage, banking, real estate, financial services, executive support, marketing, business development or operations.
- CRM experience, Microsoft Office proficiency, strong communication, organization and project management skills.
Nice To Haves
- Canva and event planning experience preferred.
Responsibilities
- Coordinate speaking engagements and workshops
- Manage referral relationships with financial advisors, CPAs, estate planning attorneys, REALTORS®, trust officers and senior care professionals
- Coordinate networking events and community outreach
- Manage strategic marketing initiatives with other professionals
- Manage marketing calendar
- Coordinate email campaigns, newsletters, social media and print marketing
- Create presentations and educational materials
- Ensure branding and compliance consistency
- Own CRM accuracy and outreach
- Build automated follow-up campaigns
- Track marketing effectiveness
- Produce reports and pipeline updates
- Manage calendar and workflow
- Build and implement systems and checklists
- Manage projects independently
- Improve efficiency
- Answer calls professionally
- Coordinate appointments and client communications
- Assist with proposals, setting follow up appointments via phone, Zoom, in-person and with the client’s family of advisors, collect documentation and track loan milestones
- Plan seminars, webinars, client events and networking events + follow up after each event.
- Secure podcast guest appearances, press releases, co-marketing opportunities.
Benefits
- Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
- Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
- 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
- Multiple PPO Medical Plans, as well as HDHP eligible plan.
- Dental Coverage
- Vision Coverage
- Company Paid Life Insurance
- Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
- 401K with a generous employer match
- Free Legal Services
- Employee Loan Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
