Grass Capital LLC is seeking an experienced Marketing & Business Development Manager to help grow our investment advisory business. Prior experience in the financial services industry is required.
Responsibilities
Generate qualified leads and new business opportunities.
Develop relationships with individuals, business owners, CPAs, attorneys, and other referral partners.
Manage LinkedIn, email, social media, and digital marketing campaigns.
Conduct prospect outreach and coordinate meetings with the firm's investment adviser.
Manage CRM, prospect follow-ups, and sales pipeline.
Assist with seminars, webinars, networking events, and marketing materials.
Track marketing results and business-development opportunities.
Qualifications
3–5+ years of experience in marketing, sales, or business development.
Financial services, wealth management, RIA, banking, insurance, or investment industry experience preferred.
Strong communication and relationship-building skills.
Experience with lead generation, CRM systems, LinkedIn, and digital marketing.
Self-motivated and results-oriented.
Series 65 is preferred but not required. Candidates without securities licensing will not provide investment advice or recommendations.
Pay: $16.00 - $18.00 per hour
Work Location: In person
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