Business Development and Community Relations Manager

Key Responsibilities

• Develop new business by proactively reaching out to professional referral sources, including CPAs, attorneys, real estate professionals, insurance professionals, and other centers of influence
• Maintain and deepen relationships with existing referral partners through consistent touchpoints
• Represent Keystone Wealth Management at local networking events, community functions, and industry gatherings throughout Seven Fields and surrounding areas
• Implement an individual sales and outreach strategy aligned with firm goals to achieve monthly business development targets
• Cold and warm outreach via phone, email, and in-person meetings
• Collaborate closely with Leadership to align outreach strategy, messaging, and brand presence
• Track outreach activity, referrals, and progress toward goals using CRM or internal systems
• Social media presence and engagement strategies that reflect community initiatives
• Work with firm leadership to create strategic plans for territory growth and client engagement

What You Bring

• 4+ years of experience in business development, marketing, or relationship-based sales
• Experience within financial services, wealth management, insurance, banking, or professional services strongly preferred
• Strong understanding of the financial advisor landscape and referral-based growth models
• Pioneered ability to build trust and long-term professional relationships
• Highly organized with strong follow-through and accountability
• Excellent verbal and written communication skills
• Comfortable initiating outreach and handling objections professionally
• Self-motivated and performance-driven
• Proficiency with CRM systems and basic marketing tools

Schedule & Compensation

• Part-time, 16 -24 hours per week
• Combination of office (Keystone Wealth Management Office), fieldwork, and local travel (within roughly a 30 mile travel radius)
• Competitive hourly wage + performance-based incentives