Marketing & Business Development Manager – Financial Advisory

Grass Capital LLC is seeking an experienced Marketing & Business Development Manager to help grow our investment advisory business. Prior experience in the financial services industry is required.

Responsibilities

• Generate qualified leads and new business opportunities.
• Develop relationships with individuals, business owners, CPAs, attorneys, and other referral partners.
• Manage LinkedIn, email, social media, and digital marketing campaigns.
• Conduct prospect outreach and coordinate meetings with the firm's investment adviser.
• Manage CRM, prospect follow-ups, and sales pipeline.
• Assist with seminars, webinars, networking events, and marketing materials.
• Track marketing results and business-development opportunities.

Qualifications

• 3–5+ years of experience in marketing, sales, or business development.
• Financial services, wealth management, RIA, banking, insurance, or investment industry experience preferred.
• Strong communication and relationship-building skills.
• Experience with lead generation, CRM systems, LinkedIn, and digital marketing.
• Self-motivated and results-oriented.

Series 65: preferred but not required. Candidates without securities licensing will not provide investment advice or recommendations.

Pay: $16.00 - $18.00 per hour

Experience:

• Business development: 1 year (Required)
• Marketing: 1 year (Required)

License/Certification:

Series 65: (Required)

Location:

Location: Houston, TX 77070 (Preferred)

Work Location: In person