A Business Development Specialist identifies new business opportunities and clients for a company, identifies new products, services and lines of business, and develops marketing and sales strategies to help grow a company's business. Collects and manages data on sales and business processes, does market research, and stays informed of industry trends and dynamics. Builds customer relationships and partnerships. Reports to a Business Development Manager or Director.
Taylor Financial is a boutique wealth management and comprehensive financial planning practice in Tampa serving successful professionals, executives, business owners, and retirees. We are a small team that runs like one. We are growing, and this role is the engine of that growth.
THE ROLE
This is a business development role with an operations backbone. Most of your week goes to growing the practice: managing our LinkedIn presence, representing Taylor Financial at events and sponsorships, and reaching out to clients to schedule review meetings. The rest goes to keeping the client experience sharp: processing money movement requests, preparing annual review paperwork, and completing investment service forms. The balance is roughly 60% business development, 40% operations, with one rule: when a servicing deadline and a marketing task collide, the servicing deadline wins. If you are energized by talking to people but disciplined enough to get the paperwork right, this role is built for you.
WHAT YOU WILL DO
Business Development & Marketing Own the firm's LinkedIn presence and content calendar (firm-approved content) Represent Taylor Financial at sponsored events, community events, and client appreciation events, including planning and logistics Call and email clients to schedule annual review meetings and keep the advisors' calendars full Track outreach activity and results in our CRM (Advisor 360/Wealthbox) Operations Process client money movement requests accurately and on time Run the annual client review cycle: outreach, scheduling, and preparing the review form for each meeting Prepare and submit investment service forms in good order Coordinate with our portfolio manager and processing team so nothing falls through the cracks
WHO YOU ARE
Outgoing and professional: comfortable on the phone, in a room full of strangers, and in front of clients Organized and deadline-driven: you keep a list, work the list, and finish the list A clear writer with attention to detail; forms done right the first time
Coachable:
financial services experience helps, but we will teach the industry to the right person Bonus points: SIE or other securities/insurance licenses, experience at an advisory firm or broker-dealer, CRM experience, or a marketing background
COMPENSATION & DETAILS
Salary range: $55k - $65k with bonus potential Full time, based in our Tampa office at 5321 Memorial Hwy; hybrid flexibility after training Growth path: strong performers can pursue licensing with firm support, with a track toward expanded client-facing responsibilities Background check and fingerprinting required, consistent with financial industry requirements
