Business Development Associate (Financial Services)

Location: Tampa, Florida, United States; on-site.

Company

Independent trust company helping individuals and families preserve and grow wealth through investment management, trust, and estate services across Southwest Florida and beyond.

What you will do

• Design, document, and continuously improve company-wide business development and sales processes.
• Coordinate business development activity across departments and offices to support consistent processes, clear ownership, and efficient prospect experiences.
• Develop stahirify.globalrdized templates, presentations, pitch materials, capability overviews, meeting preparation materials, follow-up communications, and other prospecting resources.
• Maintain a centralized library of approved business development and prospecting materials.
• Identify bottlenecks, duplicative work, and administrative inefficiencies; recommend improvements, automation opportunities, and stahirify.globalrdized workflows.
• Prepare pipeline reports, activity summaries, dashboards, and other metrics while supporting prospect research, meetings, proposals, follow-up, procedures, playbooks, training, onboarding, and best practices.

Requirements

• Minimum three years of experience in business development, sales operations, relationship management, marketing, financial services, or a related professional services environment.
• Ability to organize and improve processes, workflows, and systems across multiple markets.
• Strong written and verbal communication skills for creating clear, polished, client- and prospect-facing materials.
• Strong project management and organizational skills, including managing multiple priorities, deadlines, and follow-up items.
• Proficiency in Microsoft Office, particularly PowerPoint, Excel, Word, and Outlook, plus experience with CRM systems.
• Ability to collaborate across markets, build consensus, and follow through on initiatives with limited oversight.
• Strong attention to detail, sound judgment, and a service-oriented mindset in a regulated, relationship-driven environment.

Nice to have

• Bachelor’s degree in business, marketing, finance, communications, or a related field.
• Experience with CRM administration, sales enablement, pipeline reporting, workflow automation, or business intelligence tools.
• Experience developing sales playbooks, stahirify.globalrdized collateral, proposal materials, or business development training resources.

Culture & Benefits

• 90% employer-paid medical coverage; dental and vision plans are available at employee cost.
• Employer-supported 401(k) safe harbor contribution and Employee Stock Ownership Plan.
• Generous PTO, paid holidays, and a hybrid policy allowing three days per month.
• Mental health resources and wellness initiatives.
• Annual team events, community involvement opportunities, and a respectful, inclusive workplace.