Client Development Specialist

The Opportunity

A growing, retirement-focused wealth management firm is looking for a Client Development Specialist in Washington DC Metro area to run the client experience at its educational seminars and workshops. You will be the face of the event: setting up the room, welcoming guests, and turning attendees into scheduled appointments. This is an outgoing, personable role, not hard sales.

What You'll Do

• Manage the attendee experience at seminars and workshops from setup through breakdown
• Open for the presenter and work the room to set appointments with attendees
• Manage a prospect pipeline and prioritize top attendees using pre-event information
• Confirm priority RSVPs and follow up with no-shows and reschedules
• Track attendance and report event and appointment metrics
• Help launch additional marketing initiatives as needed

What We're Looking For

• 2 to 4 years of experience in sales, event planning, or call center work
• 2 years of client relations experience
• Bachelor's degree
• Proficiency with Microsoft 365, including Outlook, Excel, and SharePoint
• Excellent public speaking, interpersonal communication, and organizational skills
• Flexible availability, mostly evenings, with a fluid daytime schedule
• Based in Northern Virginia, with the ability to travel regionally for events

What's Offered

A base of $75K to $80K with performance-based upside to $95K to $100K tied to event results. The role is home-based between events, with regional travel that includes some evenings, and offers the chance to grow with an expanding marketing program.