The posting, in livingHR's own words
archived Oct 22, 2026ABOUT THE COMPANY
This organization is not your typical financial institution. They're an independent trust company built on relationships, not transactions. Their mission is to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch. They serve clients across Southwest Florida and beyond, offering investment management, trust, and estate services with a boutique feel and institutional strength. Their team is close-knit, community-minded, and committed to doing right by their clients—and each other.
WHAT YOU’LL DO
As a Business Development Associate, you will play an integral role in building a consistent, scalable business development function across the firm. You will partner with leadership and teams across the organization to streamline the sales process, improve efficiency and accountability, standardize prospecting materials, and help build the infrastructure, tools, and reporting needed to support sustainable growth. Responsibilities include, but are not limited to, the following:
Read the full posting ↓
Day-to-Day Responsibilities:
Help design, document, and continuously improve a company-wide business development and sales process Coordinate business development activity across the department and offices to promote consistent processes, clear ownership, and efficient prospect experience Develop standardized templates, presentations, pitch materials, capability overviews, meeting preparation materials, follow-up communications, and other prospecting resources in partnership with subject matter experts Create and maintain a centralized library of approved business development and prospecting materials so teams can easily access current, consistent content Identify process bottlenecks, duplicative work, and administrative inefficiencies and recommend practical improvements, automation opportunities, and standardized workflows Prepare pipeline reports, activity summaries, dashboards, and other business development metrics for leadership review Support prospect research, meeting preparation, proposal development, follow-up coordination, and other activities that help move opportunities through the sales process Support the development of department procedures, playbooks, training resources, onboarding materials, and best practices as the business development function expands