Job Description

Job Title: Partner Success & Development Coordinator

Location:

Glen Allen, VA - Includes travel

Employment Type:

Full-Time, Long-Term

Role Overview

Are you looking for a long-term career path with significant growth potential? Join our expanding financial services firm, where we deliver comprehensive planning solutions to a diverse client base.

The

Partner Success & Development Coordinator

is a hybrid role designed for a proactive professional who excels at building relationships and maintaining operational excellence. You will serve as the primary point of contact for our partner network, ensuring they have a world-class experience while supporting our business development efforts. This is an ideal entry point for someone eager to learn the financial industry from the ground up within a supportive, high-energy team.

Key Responsibilities

Partner Relationship Management:

Act as the face of the company for our partner network; facilitate introductory presentations and maintain consistent, professional communication via phone and email.

Meeting Coordination:

Manage complex calendars, schedule partner meetings, and attend sessions to ensure seamless execution and follow-up.

Operational Excellence:

Handle high-volume data entry and file organization with 100% accuracy.

Revenue Tracking:

Monitor and track revenue agreements to ensure all partnership milestones are documented.

Business Development Support:

Assist in "driving" the growth of the firm by participating in external meetings and presentations.

Event & Travel Management:

Lead the coordination of partner events and travel logistics (averaging one trip per month).

Qualifications

Experience:

Previous experience as a Receptionist, Administrative Assistant, or in a client-facing coordinator role.

Technical Skills:

Proficiency in Microsoft Word and Excel; fast and accurate typing/data entry skills.

Communication:

Exceptional verbal and written communication skills with the ability to present professionally to partners.

Organization:

Elite time-management skills and the ability to prioritize tasks in a fast-paced environment.

Mobility:

Must have a valid driver's license and be comfortable driving to local meetings and presentations.

Attributes of a Successful Candidate

Agility:

A quick thinker who can learn financial industry nuances on the fly.

Reliability:

Punctual and dependable; you understand that "on time is late."

Precision:

Deeply detail-oriented; you spot the errors others miss.

Tech-Savvy:

Comfortable navigating various software platforms and basic computer troubleshooting.

Why Join Us?

Career Pathing:

We prioritize internal promotion and provide the training necessary to move into senior finance or business development roles.

Dynamic Culture:

No two days are the same. You will be out in the field and in the office, making a tangible impact on our growth.

Mentorship:

Work directly with industry leaders who are invested in your professional evolution.
Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

Employee discount Paid time off Professional development assistance
Work Location: In person