About Us:

• Referral Relationship Development: Build and strengthen relationships with professionals and organizations that can connect the firm with families who may benefit from our services.
• Community Presence: Expand the firm’s visibility and relationships throughout the Capital Region, Northern Hudson Valley, and surrounding communities.
• Workshop Attendance: Drive registrations and attendance for assigned educational workshops and community programs.
• Business Development Opportunities: Identify and pursue speaking engagements, partnerships, sponsorships, networking opportunities, and other channels that place the firm in front of relevant audiences.
• Event Execution: Ensure assigned workshops, seminars, networking events, sponsorships, and community programs are thoroughly prepared and executed to firm standards.
• Results & Follow-Through: Track activity and outcomes, maintain consistent follow-up, and use results to identify what should be continued, improved, or changed.

• Consistently achieve established registration and attendance goals for assigned educational programs.
• Develop new professional and community referral relationships while strengthening existing relationships.
• Generate new speaking, partnership, sponsorship, and community engagement opportunities for the firm.
• Maintain consistent, intentional follow-up with referral partners and community contacts.
• Improve event attendance and reduce avoidable no-shows through effective outreach and follow-up.
• Attend grassroots/community events on behalf of the firm.
• Execute events on time, within approved budgets, and to the firm’s client experience and brand standards.
• Maintain accurate records of relationships, outreach activities, events, attendance, and resulting opportunities.
• Track which relationships, events, partnerships, and outreach activities are producing meaningful results.
• Use performance data and experience in the field to recommend improvements to future business development efforts.

• Develop relationships with financial advisors, CPAs, insurance professionals, senior-care professionals, community organizations, attorneys, and other strategic partners.
• Initiate outreach to prospective referral partners and community contacts.
• Maintain consistent follow-up with new and existing relationships.
• Identify opportunities for continued collaboration, referrals, education, and partnership.
• Identify and pursue speaking opportunities for firm attorneys.
• Develop potential community partnerships, sponsorships, and collaborative educational opportunities.
• Maintain accurate relationship and activity information within firm systems.

• Execute outreach strategies designed to increase registrations and attendance at educational workshops.
• Collaborate with Marketing and Intake on event promotion, registration, confirmation, and follow-up.
• Develop relationships with organizations and community groups that can help connect educational programs with relevant audiences.
• Identify opportunities to improve attendance and reduce no-shows
• Represent the firm at networking events, professional gatherings, community functions, and sponsorships.
• Identify organizations, associations, businesses, and professional groups where the firm should develop a presence.

• Coordinate assigned educational workshops, seminars, webinars, networking events, sponsorships, and community programs.
• Coordinate venues, vendors, registrations, materials, technology, supplies, setup, and breakdown.
• Confirm event requirements and responsibilities in advance to ensure readiness.
• Create a warm, organized, and professional attendee experience.
• Coordinate onsite support and appointment-signup activities as applicable.
• Complete required post-event follow-up and documentation.

• Track registrations, attendance, no-shows, referral activity, relationship development, and other established performance measures.
• Document outreach activities and resulting opportunities.
• Evaluate which activities, relationships, and events are generating meaningful engagement.
• Provide leadership and Marketing with clear visibility into results, challenges, and opportunities.
• Recommend adjustments based on performance data and observations from the field.
• Follow established firm processes while identifying opportunities to strengthen the firm’s community engagement and business development systems.

• 3+ years of relevant professional experience in business development, relationship development, community engagement, field marketing, event marketing, membership development, or a similar externally facing role.
• Demonstrated experience personally contributing to measurable growth in areas such as attendance, membership, referral relationships, partnerships, leads, community participation, or revenue.
• Demonstrated ability to initiate and develop professional relationships rather than relying solely on inbound opportunities.
• Strong interpersonal skills and confidence initiating conversations with people you do not know.
• Professional presence and ability to independently represent the firm in business and community settings.
• Strong organizational skills with the ability to manage multiple relationships, events, deadlines, and initiatives simultaneously.
• Demonstrated initiative, personal accountability, and consistent follow-through.
• Ability to think beyond task completion and understand the business result an activity is intended to produce.
• Ability to use data and results to evaluate performance and adjust future activity.
• Strong written and verbal communication skills.
• Ability to receive direct feedback, make adjustments, and apply learning going forward.
• Comfort with technology, including Microsoft Office and cloud-based business systems.
• Valid driver’s license, reliable transportation, and ability to travel regularly throughout the firm’s service area.

• Experience in legal, financial services, insurance, healthcare, or another relationship-driven professional services industry.
• Experience developing professional referral networks.
• Experience securing speaking engagements, partnerships, sponsorships, or community collaborations.
• Experience driving attendance for educational programs, seminars, workshops, or professional events.
• Experience using CRM, marketing, event management, or other business development technology.

• Genuinely enjoy meeting people, developing relationships, and connecting others with valuable resources.
• Are professional, approachable, dependable, and easy to work with.
• Are comfortable initiating conversations and building relationships with people you do not already know.
• Take responsibility for results rather than measuring success only by completed activities.
• See opportunities and take initiative without waiting to be told what to do next.
• Follow through consistently and understand that strong relationships require continued attention.
• Are equally comfortable building relationships in the community and managing the details required to execute an exceptional event.
• Stay organized while managing multiple relationships, events, and priorities.
• Use data and feedback to determine what is working and what needs to change.
• Communicate directly, professionally, and constructively.
• Receive feedback with professionalism and demonstrate improvement through action.
• Hold yourself to a high standard even when working independently outside the office.
• Contribute to a positive, collaborative, and low-drama work environment.
• Care about helping families become educated and empowered to make important decisions about their futures.

• Health insurance contribution.
• SIMPLE IRA with 3% employer match.
• Paid holidays and paid time off.
• Performance-based bonus opportunities.
• Mileage reimbursement for eligible business travel.
• Firm-sponsored professional development opportunities tailored to your role and career growth.
• Regular one-on-one coaching with leadership focused on performance, professional development, and continued growth.
• Employee Recognition Program.
• Employee Anniversary Recognition Program.