Business Development Operations Support Specialist

Responsibilities

The specialist provides project coordination, analytical support, and operational ownership for business development and recruiting initiatives. They are responsible for maintaining process documentation, building financial models, and identifying opportunities for process improvement using AI tools.

Requirements

Candidates should have experience supporting financial professionals in wealth management or business development environments. Proficiency in Microsoft Excel and strong project management skills are required to handle recurring workflows and cross-functional coordination.

Skills

• Project management
• Financial analysis
• Excel modeling
• Process improvement
• Data validation
• Stakeholder management
• Workflow coordination
• Reporting
• Communication
• Operational support
• Recruiting support
• CRM platforms
• Automation
• AI tools
• Business development
• Financial services

Benefits

• Medical
• Dental
• Vision
• 401(k) plan
• Paid time off
• Short-term incentive compensation
• Spot bonuses

About this role

About The Role
The Business Development Operations Support Specialist provides project coordination, analytical support, and day-to-day operational ownership for the business development organization. This role supports experienced financial professional (EXP) recruiting, onboarding, practice acquisition, succession planning, and merger and acquisition (M&A) activities. Working across business development and internal partner teams, this individual keeps initiatives moving, maintains reliable processes and information, and helps deliver a coordinated experience for financial professionals throughout recruiting and business transitions.
What You’ll Be Doing
EXP recruiting support: Partner with recruiting, onboarding and integration teams on continuously improving processes and acting as a subject matter aspect across various functions
Project management: Develop and maintain project plans, clarify responsibilities and deadlines, monitor dependencies, and communicate progress, risks, and decisions requiring attention.
Daily process ownership: Own recurring workflows, work queues, reporting, and follow-through. Maintain process documentation, promote consistent execution, and escalate exceptions appropriately.
Financial analysis and Excel modeling: Build and maintain models that support opportunity assessment, scenario comparisons, and planning. Validate inputs, document assumptions, and translate findings into clear business summaries.
Communication and coordination: Serve as an operational point of contact, provide clear status updates, and coordinate across teams to keep priorities aligned and deliverables on track.
Continuous improvement and AI: Identify repetitive tasks and process bottlenecks, recommend practical improvements, and explore approved AI tools to streamline reporting, documentation, and workflow coordination while protecting confidential information and validating outputs.
Remote – This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:00 AM–5:00 PM). Periodic office visits may be requested based on business needs.
The base salary range for this position is $55,000 - $75,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below
Equitable Pay and Benefits: Equitable Total Rewards Program

What You’ll Bring
Experience supporting financial professionals in financial services, wealth management, business development, or operations environment.
Ability to manage multiple priorities, balance project work with recurring responsibilities, and adapt as business needs change.
Strong organizational skills, attention to detail, and a proactive approach to owning processes and following through on commitments.
Clear written and verbal communication, including the ability to explain financial information, summarize issues, and identify actionable next steps.
Financial analysis skills, including the ability to assess data, evaluate assumptions, compare scenarios, and identify inconsistencies.
Proficiency in Microsoft Excel and comfort building, maintaining, and reviewing financial models, formulas, and reporting tools.
Project coordination or project management skills, including tracking milestones, dependencies, risks, and deliverables across multiple stakeholders.
A forward-thinking, improvement-oriented mindset and interest in using AI and automation responsibly to increase efficiency and accuracy.
Sound judgment and discretion when handling confidential recruiting, financial, and transaction-related information.
Preferred Experience
Exposure to experienced finance recruiting, onboarding, practice acquisitions, succession planning, or M&A-related operations.
Familiarity with CRM platforms, pipeline reporting, and project or workflow management tools.
Experience documenting processes, improving cross-functional workflows, or applying approved AI and automation tools to operational tasks.
Skills
Advisor Onboarding & Contracting
Process Improvement & Operational Excellence
Project & Workflow Management
Stakeholder Relationship Management
Cross-Functional Collaboration
Communication & Influence
Organizational & Problem-Solving Skills
ABOUT EQUITABLE

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify...

About Equitable

Financial Services · 5,001-10,000 employees