Business Development Coordinator

Job Description

Job Description

This position reports on-site.

Summary : Responsible for supporting the business development efforts of First Foundation Advisors (FFA). Projects may involve, but are not limited to, organization refinement and updating of FFA collateral materials, and assisting the investment team with formatting, updating and distribution of investment materials. This position will assist in special projects, event development and coordination, community promotions, and campaigns supporting First Foundation Advisors. Support the Business Development Director in a broad range of projects.

Duties and Responsibilities :

• Support business development and marketing-related initiatives for the FFA
• Work with FFA advisor team to maintain accurate sales activity pipelines and revenue projection data
• Assist in the ongoing adoption, monitoring and reporting with FFA’s CRM system
• Coordinate with Marketing on projects and activities involving FFA
• Work with FFA personnel to develop, organize, execute and analyze business development events
• Manage coordination and distribution of time-sensitive client-facing financial market communications
• Assist in maintaining compliance files, ROI tracking and reporting for all FFA business development related projects
• Maintain FFA collateral library, including product and services presentations and brochures
• Communicate with subject matter experts and product specialists to ensure client / prospect-facing materials effectively support our offering
• Assist in building and managing collateral inventory system to FFA team members have access to updated FFA materials
• Work with subject matter experts and Marketing to maintain up-to-date sales presentation materials
• Assist Marketing with FFA press release development, distribution, and tracking
• Coordinate monthly and quarterly FFA team meetings
• Perform other duties as assigned

Salary Range : The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.

Geographic Location :

Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.

Qualifications : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and / or Experience :

Skills :

Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle, or feel; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl. The employee must frequently lift and / or move up to 10 pounds and occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus.

First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.