The Business Development Specialist will support the sales process, manage client information, create proposals, and ensure performance reporting, driving company growth.

Manage day-to-day client service teams, act as primary client contact, review portfolios, prepare deliverables (CNA, SAA, VFA), recommend strategies, approve trades and rebalances, execute post-meeting actions, coordinate with Tax/Investments/Estate Planning, mentor team members, and maintain CRM and Wealth Management Scorecard.