Business Development Operations Support Specialist

Equitable

18h • $55,000 - $75,000 • Remote

About The Position

The Business Development Operations Support Specialist provides project coordination, analytical support, and day-to-day operational ownership for the business development organization. The role supports experienced financial professional (EXP) recruiting, onboarding, practice acquisition, succession planning, and merger and acquisition (M&A) activities. Working across business development and internal partner teams, the specialist keeps initiatives moving, maintains reliable processes and information, and helps deliver a coordinated experience for financial professionals throughout recruiting and business transitions.

The position is remote, with core service hours from 8:00 AM to 5:00 PM. Periodic office visits may be requested based on business needs. The base salary range is $55,000–$75,000, with actual pay varying based on skills, experience, and geographical location. Additional compensation may include base salary increases, spot bonuses, and short-term incentive compensation opportunities, subject to eligibility based on level and functional area. Eligible employees receive medical, dental, vision, a 401(k) plan, and paid time off.

Requirements

• Experience supporting financial professionals in a financial services, wealth management, business development, or operations environment.
• Ability to manage multiple priorities, balance project work with recurring responsibilities, and adapt as business needs change.
• Strong organizational skills, attention to detail, and a proactive approach to process ownership and following through on commitments.
• Clear written and verbal communication, including explaining financial information, summarizing issues, and identifying actionable next steps.
• Financial analysis skills, including assessing data, evaluating assumptions, comparing scenarios, and identifying inconsistencies.
• Proficiency in Microsoft Excel and comfort building, maintaining, and reviewing financial models, formulas, and reporting tools.
• Project coordination or project management skills, including tracking milestones, dependencies, risks, and deliverables across multiple stakeholders.
• An improvement-oriented mindset and interest in using AI and automation responsibly to increase efficiency and accuracy.
• Sound judgment and discretion when handling confidential recruiting, financial, and transaction-related information.

Nice To Haves

• Exposure to experienced finance recruiting, onboarding, practice acquisitions, succession planning, or M&A-related operations.
• Familiarity with CRM platforms, pipeline reporting, and project or workflow management tools.
• Experience documenting processes, improving cross-functional workflows, or applying approved AI and automation tools to operational tasks.

Responsibilities

• Partner with recruiting, onboarding, and integration teams to continuously improve processes and serve as a subject matter resource across functions.
• Develop and maintain project plans; clarify responsibilities and deadlines; monitor dependencies; and communicate progress, risks, and decisions requiring attention.
• Own recurring workflows, work queues, reporting, and follow-through; maintain process documentation; promote consistent execution; and escalate exceptions appropriately.
• Build and maintain financial models for opportunity assessment, scenario comparisons, and planning; validate inputs, document assumptions, and summarize findings clearly.
• Serve as an operational point of contact, provide status updates, and coordinate across teams to align priorities and keep deliverables on track.
• Identify repetitive tasks and process bottlenecks, recommend practical improvements, and explore approved AI tools to streamline reporting, documentation, and workflow coordination while protecting confidential information and validating outputs.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) plan
• Paid time off
• Base salary increases, spot bonuses, and short-term incentive compensation opportunities for eligible employees

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed