Wealth Business Development Associate II

• Partner with senior leaders and Advisors to develop and execute business development priorities and initiatives across assigned wealth lines of business.
• Manage multiple strategic projects simultaneously, coordinating stakeholders, timelines, deliverables, and follow-through from planning through completion.
• Plan and facilitate business development meetings and strategic working sessions, including scheduling, agenda development, meeting preparation, facilitation, documentation and follow-up.
• Coordinate cross-functional meetings and initiatives to align teams on priorities, projects, events, and business development opportunities.
• Conduct research and provide dates, insights, recommendations, and resources to support business development strategies and decision-making.
• Identify opportunities to improve business development processes, tools, resources and practices.

• Own the planning and execution of customer, prospect, networking, community conference, and business development events from strategy through post-event follow-up.
• Partner with business leaders and Advisors to establish event objectives, target audiences, content direction, and desired customer and business outcomes.
• Manage event logistics, including venues, vendors, invitations, registration, attendee communications, hospitality, AV, promotional materials, speakers and day-of execution.
• Coordinate client fulfillment including gifts, events, tickets, holiday cards and gifts, and other client communications.
• Develop agendas, briefing materials, communications and other content to support customer and prospect engagement.
• Track participation and evaluate event effectiveness to identify opportunities for future engagement and business development.
• Coordinate employee conferences and initiatives, including gifts, holiday programs and other special events.

• Serve as the key liaison between Business Development, Wealth Marketing, Enterprise Marketing, Brand, Creative, and other internal partners.
• Coordinate the development of marketing materials, presentations, event communications, digital content, sponsorship assets, and other customer-facing resources.
• Provide business direction and context to marketing partners to ensure initiatives align with business priorities, target audiences, and customer needs.
• Support strategic marketing and brand initiatives that strengthen customer relationships, increase awareness, and support business development objectives.

• Develop maintain and forecast business development budgets for assigned teams and wealth management lines of business.
• Track expenses, commitments, sponsorships, event costs, and budget utilization, providing leaders with visibility into financial performance and future needs.
• Manage sponsorships, memberships, conference participation, renewals, and related business development opportunities.
• Coordinate procurement, vendors, contracts, purchasing, promotional materials, and other resources necessary to support business development activities.
• Evaluation investments and opportunities based on business priorities, audience cost and potential value.

• Serve as the key resource for Salesforce and business development tools, processes, reporting and best practices.
• Manage the Wealth internal SharePoint sites, including publishing, updating and formatting content, and reviewing and distributing communications to the Wealth team.
• Support Advisors and business leaders with Salesforce training, data management, reporting and effective system utilization.
• Develop and distribute reports and insights related to pipeline, referrals, prospecting, cross-selling and other business development activities.
• Analize internal and external data and research to identify opportunities and inform business development decisions.
• Identify opportunities to improve data quality, reporting and tracking within Salesforce, and related business development tools.

• Build strong relationships with senior leaders, Advisors, Marketing, Brand, Creative, Finance, Procurement, Compliance, Operations, vendors and other internal partners.
• Serve as a central point of coordination between business teams and internal support functions to move initiatives forward efficiently.
• Represent Business Development in cross-functional meetings and working groups and ensure alignment, communication and follow-through.
• Share best practices and resources across teams to promote consistency and operational effectiveness.

• Understand and comply with bank policies, laws, regulations and applicable BSA/AML requirements.
• Ensure business development activities, events, sponsorships, marketing materials, and vendor engagements adhere to applicable bank policies and requirements.
• Complete required compliance training and follow established procedures and controls.

• Bachelor’s degree in Business, Marketing, Communications, Project Management, or related field (or an equivalent combination of education and experience).
• Minimum of 3-5 years’ experience in business development, marketing, project management, event strategy and execution, or a related field.
• Demonstrated ability to independently manage complex projects, competing priorities, deadlines, budgets, and multiple stakeholders.
• Strong project management, organization, analytical, and problem-solving skills.
• Strong written and verbal communication skills, including the ability to develop executive-ready presentations, agendas, reports and business communications.
• Strong relationship-building and collaboration skills, with the ability to effectively work with and influence senior leaders and cross-functional teams.
• Experience with Salesforce, CRM platforms, data analysis, or business development tools.
• Experience managing budgets, vendors, procurement, sponsorships, and external business partners.
• Strong Microsoft Office skills, including PowerPoint, Excel, Word and Outlook.
• Demonstrated ability to take ownership, identify opportunities for improvement, and drive initiatives through successful completion.

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

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FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

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