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About the Role

The Associate, Business Development & Marketing Programs, supports the day-to-day coordination, research, reporting, and materials management needed to help LNW’s Business Development and Marketing teams work effectively together. This role is a strong fit for an early-career professional who is highly organized, detail-oriented, comfortable working with data and systems, and interested in learning how business development and marketing support growth in a relationship-driven wealth management firm.

Responsibilities

Maintain accurate prospect records, COI relationships, pipeline stages, and activity notes across the BD and Marketing teams using Salesforce.
Update BD pipeline reports regularly, track stage progression, and flag items needing review or follow-up.
Maintain LNW's Professional & COI database, including relationship owners, engagement history, referral activity, and outreach notes.
Coordinate BD-Marketing planning sessions, including agendas, action items, shared calendars, and follow-up notes.
Maintain visibility and metrics/insights across LNW client and COI events, external networking events, Marketing content calendar, and external public relations.
Route advisor and Marketing requests, approvals, and deliverables to ensure efficient workflow between teams.
Conduct background research on new prospects and referrals, compiling professional profiles, network connections, and relevant context.
Research Centers of Influence and summarize relevant background information to support outreach planning and relationship tracking.
Assist with logistics, tracking, and follow-up for sponsorships and partnerships that support business development priorities.
Organize and maintain LNW's library of BD and marketing materials, including pitch decks, capability one-pagers, tailored decks, and other collateral.
Assist with updates to standard materials for specific prospect or advisor needs, adhering to brand and compliance guidelines.
Prepare recurring reports covering pipeline activity, advisor activity, COI engagement, and referral source information.
Maintain shared BD-Marketing dashboards and review data for accuracy before reporting.
Support advisors with prospect and COI outreach coordination, including scheduling, preparing draft communications, and tracking follow-up activity in Salesforce.
Field BD-related requests, connect advisors to the right materials or contacts, and keep follow-up items organized.

Requirements

0-2 years of experience in business development, marketing, client service, operations, or administrative support.
Financial services or professional services experience is a plus.
Strong attention to detail and comfort maintaining accurate information in systems such as Salesforce or another CRM.
Strong organizational skills and ability to manage multiple tasks, deadlines, and stakeholders.
Clear written communication skills, including comfort drafting professional emails, meeting notes, brief summaries, and basic reports.
Comfort working with data, spreadsheets, and recurring reports; ability to identify inconsistencies and ask good questions.
Professionalism and discretion when working with sensitive client, prospect, and firm information.
Curiosity about business development, marketing, and relationship management in wealth management.
Candidates must meet all relevant employment qualifications at time of hiring, including passing background and credit checks, signing employee agreements, and having the ability to consistently and effectively perform the job’s essential functions.

Skills

Salesforce
Microsoft Office
Marketo (familiarity is a plus)
CRM
Data analysis
Spreadsheet management
Written communication
Organizational skills
Attention to detail

Location

San Francisco, California
Seattle, Washington

Work Type

Full-time
Hybrid

Experience Level

0-2 years

Education Level

Bachelor's degree preferred or equivalent relevant experience

Salary/Compensations

$75,000 to $84,000 in San Francisco
$72,000 to $80,000 in Seattle

Benefits

Medical coverage
Dental coverage
Vision coverage
Generous time off
Sabbatical program after 10 years
Flexible spending plans for health care
Flexible spending plans for transportation
Flexible spending plans for dependent care
401(k) plan
Educational reimbursements

About the Company

Laird Norton Wetherby (LNW) is a leading wealth management firm and trust company serving individuals and families across the nation.
Over 50 years of experience helping clients navigate wealth complexity and pursue life goals.
Approximately 200 employees managing roughly $18BN in assets.
Offices in Seattle, San Francisco, New York, Los Angeles, and Philadelphia, with an affiliate trust company in South Dakota.
Firm values intellectual tenacity and natural human warmth.
Firm anticipates client needs, embraces new ideas, and develops new capabilities.

Equal Opportunity

LNW aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance.
Celebrates diverse voices and perspectives, empowering employees to bring their full, authentic selves.
Diversity drives the firm forward and helps build deeper relationships with clients and the community.
The firm is an equal opportunity employer and prohibits discrimination based on sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy, medical condition (cancer and genetic characteristics).