Business Development Operations Associate

About the company the company is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays). About the Role As a Business Development Operations Associate, you'll support initiatives across the entire business development organization including coordinating outreach between channel leads, leadership, and cross-functional teams, running Salesforce/CRM operations end-to-end, producing the executive reporting leadership acts on directly, and owning partner-facing content and campaign copy. You'll also manage timelines and dependencies across partner initiatives and cross-functional builds. This is a newly shaped role, so you'll have a real hand in building the systems and processes the team runs on. This role is based out of our NYC office. Below we've reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of the company’s total compensation package for employees. New York City: $80,000 - $90,000 A Day in the Life: Serve as the operational hub for the business development team including managing the BD calendar, tracking team activity and priorities, and keeping leadership organized and informed. Support the Sr. Director by attending meetings, capturing detailed notes, and maintaining a centralized master record of decisions and follow-ups. Own Salesforce accuracy and day-to-day CRM operations, and keep core team content organized so key assets are instantly accessible. Build and maintain AI-assisted automations that connect Salesforce to reporting workflows, reducing manual effort in recurring analysis. Deliver the weekly dashboard brief and build the executive reporting deck Track and evaluate team performance against pipeline targets, and help design the reporting and incentives that drive it. Run the Zip workflow for net-new partnership agreements, moving them through review and keeping stakeholders tagged and current. Conduct targeted market and company research to support active business development efforts. Prepare partner Quarterly Business Reviews: automate the data collection, layer in qualitative context, and help refine how we extract value from each partner relationship. Partner with Marketing to draft partner-facing and campaign materials including newsletters, event collateral, outreach copy What We’re Looking For: At least 2–3 years of professional experience in an operations, coordination, analyst, or client-facing support role. Prior BD/partnerships exposure is a plus, not a prerequisite. Hands-on CRM experience, Salesforce strongly preferred Strong written and verbal communication skills Advanced Excel/Google Sheets proficiency Demonstrated organizational rigor including calendar management, deadline tracking, or project coordination experience Comfortable operating with ambiguity Exposure to financial services, retirement plans (401k), RIA/broker-dealer, or benefits/insurance industries. Experience with contract or deal-tracking workflow tools (Zip or a similar CLM/procurement tool). Experience drafting marketing or partner-facing content Join a team built on these core values We change lives Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease .We set audacious goals We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins. We value all perspectives When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community. We simplify financial services We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA. Our Commitment to Your Total Well-being: We offer a competitive suite of benefits , including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options Ownership: Equity for all employees, including new hire and refresher grants. Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year. Growth: Company-paid professional coaching for all employees. Wealth: Day-one 401(k) match plus matching on qualified student loan payments. What happens next We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues. In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at the company. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions. On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process. We recognize that interviewing for a new role is a big deal. We appreciate you considering the company as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!

• the company is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.*
• Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.*

Come join us! *We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and s* #J-18808-Ljbffr United States Digital Space LLC