Growth Opportunities Coordinator

Rockstar is recruiting for a boutique wealth advisory firm that specializes in serving pre-retirees and retirees. Operating with a close-knit, collaborative team, the firm is known for its warm, educational approach—leveraging media channels, radio presence, and live seminars to generate genuine interest from prospective clients.

Position Overview & Internal Alignment

As a core member of the team, the Growth Opportunities Coordinator serves as the heart of the client journey and the operational driver of the business development pipeline. Operating in a close-knit, collaborative environment, this position focuses on taking ownership of inbound marketing funnels and maximizing pipeline flow to directly support the firm’s net new business goals. Rather than transactional or cold outreach, this role centers entirely on managing and nurturing warm interest generated from active media channels, radio presence, and educational seminars. Grounded in a culture of mutual support, continuous learning, and shared milestones, the Growth Opportunities Coordinator serves as a key strategic bridge between marketing funnels and the wealth advisory team, ensuring prospective clients experience absolute clarity and warmth from their very first touchpoint.

Key Responsibilities & Workflow Flow

• Daily Strategic Alignment: Touch base with the advisory team every morning to review the master calendar, deliver lead updates, and synchronize schedule availability.
• Warm Relationship Building: Engage with interested leads via phone, email, and text to seamlessly guide them from curiosity to a booked strategy session.
• Scheduling Strategy: Manage the initial consultation process from start to finish, executing professional confirmation calls and balancing advisor calendars beautifully.
• CRM Governance: Log interactions, track referral sources, and generate progress updates within the CRM system to support the firm’s digital accuracy and ensure no prospect is left behind.
• Live Event Coordination: Attend educational workshops to facilitate face-to-face scheduling, coordinate on-site requests, and execute critical post-event follow-up campaigns.
• Proactive Advisory Support: Distribute calendar notifications and pipeline briefings by the end of each week, giving advisors ample preparation time for upcoming consultations.
• Collaborative Culture: Actively contribute to an environment where team members cross-train and support one another.

Core Competencies & Thriving Traits

• Proactive Ownership: High degree of proactive self-starting and independent workflow ownership, taking initiative without waiting for direction while maintaining strong team collaboration.
• Exceptional Communication: Verbal and written interactions that project immediate trust, empathy, and professional credibility to pre-retirees and retirees alike.
• Organized to the Core: Critical capability for managing tight advisory calendars, prioritizing multiple follow-up funnels, and tracking lead movement seamlessly.
• Technical Comfort: Skill in navigating and maintaining the CRM system, Google Workspace, and scheduling applications.
• Resilient Mindset: A goal-oriented "follow-up fanatic" who takes pride in exceeding conversion targets, paired with a team-first attitude that brings positivity, flexibility, and a commitment to helping colleagues succeed.

Qualifications & Development Path

• Experience: Prefers a Bachelor’s degree alongside 2+ years of successful experience within a financial advisory environment, or a proven track record in client-facing scheduling, funnel management, or business development.
• Skills: Outstanding time-management, advanced written communication, and structured organizational capabilities.
• Systems: Proficiency in Google Suite is mandatory, and existing familiarity with modern CRM infrastructure is a significant asset.
• Professional Development: Continuous professional development is prioritized; the coordinator's voice is highly valued, cross-training across multiple operational departments is heavily encouraged, and clear avenues for long-term career growth within the firm are fully supported.

Compensation & Benefits

• Base Salary: Competitive base salary ranging from $45,000 to $55,000, determined by experience and performance history.
• On-Target Earnings (OTE): Performance-based commission structure with expected total earnings ranging between $65,000 and $75,000 to reward pipeline consistency.
• Insurance & Retirement: Group health insurance options and an attractive 401(k) program with a strong company match.
• Time Off: Generous paid time off policy and a popular summer Friday schedule.
• Team Perks: Premium on-site snacks and beverages, quarterly team lunches, off-site team-building excursions, paid volunteer time, and a signature annual holiday celebration.