Business Development And Community Relations Manager (Financial Services)

TL;DR

Business Development and Community Relations Manager (Financial Services): Leading local growth initiatives and expanding professional referral partnerships to increase brand visibility with an accent on relationship cultivation and proactive outreach. Focus on generating qualified opportunities and building strategic alliances with CPAs, attorneys, and other centers of influence.

Location: In-office 5x a week in Seven Fields, PA, with frequent local travel within the Cranberry, Butler County, and North Pittsburgh region.

Company

Relationship-focused financial planning firm serving families and individuals throughout the greater Pittsburgh region.

What you will do

• Develop new business by proactively reaching out to professional referral sources including CPAs and attorneys.
• Represent the firm at local networking events, community functions, and industry gatherings.
• Implement sales and outreach strategies to achieve monthly business development targets.
• Conduct cold and warm outreach via phone, email, and in-person meetings.
• Track outreach activity and referrals using CRM systems.
• Collaborate with leadership to align outreach strategy and territory growth plans.

Requirements

• 4+ years of experience in business development, marketing, or relationship-based sales.
• Experience in financial services, wealth management, insurance, or banking strongly preferred.
• Proven ability to build trust and long-term professional relationships.
• Must be based in or able to work in Seven Fields, PA (In-office presence required).
• Proficiency with CRM systems and basic marketing tools.

Culture & Benefits

• Competitive hourly wage with performance-based incentives.
• Part-time schedule consisting of 16-24 hours per week.
• Role involving a mix of office work, fieldwork, and local travel.
• Professional, relationship-driven work environment.