Advisor Business Development Coordinator

The Role

We're looking for an Advisor Recruiting Coordinator to run the operational engine of our Advisor Business Development team. You'll own the coordination and logistics that keep our recruiting machine moving—from Discovery Days to contract execution to making sure leadership is focused on the highest-leverage activities. This is a role for someone who's highly organized, proactive, and wants to grow into a chief of staff or senior operations function as we scale.

Your Impact

• Coordinate Discovery Day logistics end-to-end, delivering a seamless and memorable candidate experience
• Manage calendars and meetings for leadership, protecting time for high-impact work and ensuring the right people are in the right rooms
• Facilitate the sales process execution—tracking candidates through the pipeline and ensuring nothing falls through the cracks
• Coordinate offers and contracts in partnership with HR and Finance, driving deals to close
• Book travel and manage logistics for team events and candidate visits
• Serve as the operational hub across Advisor Recruiting, HR, and cross-functional partners
• Proactively identify inefficiencies and implement solutions before being asked

The Ideal Match

• 1-3 years in a coordinator, executive assistant, or operations role—ideally supporting a sales or recruiting function
• Exceptionally organized with sharp attention to detail
• Proactive problem-solver who takes ownership and doesn't wait to be told what to do
• Strong communicator—written and verbal—who can work effectively with leadership and external candidates
• Comfortable juggling multiple priorities in a fast-paced environment
• Technically curious and quick to learn new systems (HubSpot, Greenhouse, Google Suite, etc.)
• High EQ and professionalism when interacting with advisor candidates

Bonus Points

• Experience in financial services, wealth management, or fintech
• Background in recruiting coordination or sales support
• Interest in growing into a chief of staff or senior operations role
• Familiarity with CRM tools and reporting

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!