Associate, Business Development and Marketing Programs

Laird Norton Wetherby; San Francisco (CA); Hybrid; USD 72,000 - 84,000; Full time

Job summary

Laird Norton Wetherby is seeking an Associate, Business Development & Marketing Programs in a hybrid role based in San Francisco or Seattle. You will support BD and Marketing teams with data, materials, and reporting to drive growth in a relationship-driven wealth management firm.

The position targets early-career professionals with strong organization, detail orientation, and interest in learning how business development and marketing align to grow client relationships.

Qualifications

• 0–2 years of experience in business development, marketing, client service, operations, or administrative support.
• Strong attention to detail and comfort maintaining accurate information in systems such as Salesforce or another CRM.
• Strong organizational skills and ability to manage multiple tasks, deadlines, and stakeholders.
• Clear written communication skills, including drafting professional emails, meeting notes, brief summaries, and basic reports.
• Proficiency with Microsoft Office; familiarity with Salesforce, Marketo, or similar tools is a plus.
• Professionalism and discretion when working with sensitive client, prospect, and firm information.
• Bachelor's degree preferred or equivalent relevant experience.

Responsibilities

• CRM & Pipeline Operations: maintain prospect records, COI relationships, pipeline stages, and activity notes.
• Pipeline Tracking: update BD pipeline reports and track stage progression.
• COI Relationship Data: maintain COI database with relationship owners and outreach notes.
• BD–Marketing Coordination: coordinate planning sessions, calendars, and follow-up notes.
• Shared Activity Calendar: maintain metrics/insights across events and content calendar.
• Request Coordination: route advisor and Marketing requests for efficient workflow.
• Prospect Research: conduct background research on new prospects and referrals.
• COI Research: summarize background information to support outreach planning.
• Sponsorship/Partnership Support: assist with logistics and follow-up.
• Content & Materials Management: organize BD/marketing library and update materials.
• Materials Support: updates to standard materials per prospect/advisor needs.
• Reporting & Analytics: prepare recurring reports and dashboards for leadership.

Skills

Attention to detail

Organizational skills

Written communication

Data handling

Microsoft Office

Education

Bachelor's degree preferred or equivalent experience

Tools

Salesforce

Marketo

Job description

Location: San Francisco, California, or Seattle, Washington

Availability: Full-time. Hybrid schedule, with a minimum of 2 days/week on-site at your local LNW office and up to 3 days/week remote.

Status: Salary non-exempt; overtime eligible

The Opportunity

The Associate, Business Development & Marketing Programs, supports the day-to-day coordination, research, reporting, and materials management needed to help LNW’s Business Development and Marketing teams work effectively together. This role is a strong fit for an early-career professional who is highly organized, detail-oriented, comfortable working with data and systems, and interested in learning how business development and marketing support growth in a relationship-driven wealth management firm.

What You Will Do

CRM & Pipeline Operations

• Salesforce Support: Help maintain accurate prospect records, COI relationships, pipeline stages, and activity notes across the BD and Marketing teams.
• Pipeline Tracking: Update BD pipeline reports on a regular cadence, track stage progression, and flag items that may need review or follow-up.
• COI Relationship Data:Help maintain LNW's Professional & COI database, including relationship owners, engagement history, referral activity, and outreach notes.

BD–Marketing Coordination

• Planning Support: Help coordinate BD-Marketing planning sessions, including agendas, action items, shared calendars, and follow-up notes.
• Shared Activity Calendar: Maintain visibility and available metrics/insights across LNW client and COI events, external networking events, Marketing content calendar, and external public relations.
• Request Coordination: Help route advisor and Marketing requests, approvals, and deliverables so work moves efficiently between teams.

COI & Prospect Research

• Prospect Research: Conduct background research on new prospects and referrals, compiling professional profiles, network connections, and relevant context to prepare advisors for first meetings.
• COI Research: Research Centers of Influence and summarize relevant background information to support outreach planning and relationship tracking.
• Sponsorship and Partnership Support: Assist with logistics, tracking, and follow-up for sponsorships and partnerships that support business development priorities.

Content & Materials Management

• BD & Marketing Library: Help organize and maintain LNW's library of BD and marketing materials, including pitch decks, capability one-pagers, tailored decks, and other key outreach collateral.
• Materials Support:Assist with updates to standard materials for specific prospect or advisor needs, while following brand and compliance guidelines.

Reporting & Analytics

• BD Reporting Support:Help prepare recurring reports covering pipeline activity, advisor activity, COI engagement, and referral source information for BD and leadership review.
• Dashboard Maintenance: Help maintain shared BD-Marketing dashboards and review data for accuracy before reporting is shared.

Advisor Enablement

• Outreach Support:Support advisors with prospect and COI outreach coordination, including scheduling touchpoints, preparing draft communications, and tracking follow-up activity in Salesforce.
• Advisor Support: Help field BD-related requests, connect advisors to the right materials or contacts, and keep follow-up items organized.

This is a high-level overview of the role’s duties, which may increase and vary based on business needs.

What We Are Seeking

• 0-2 years of experience in business development, marketing, client service, operations, or administrative support; financial services or professional services experience is a plus.
• Strong attention to detail and comfort maintaining accurate information in systems such as Salesforce or another CRM.
• Strong organizational skills and ability to manage multiple tasks, deadlines, and stakeholders.
• Clear written communication skills, including comfort drafting professional emails, meeting notes, brief summaries, and basic reports.
• Comfort working with data, spreadsheets, and recurring reports; ability to identify inconsistencies and ask good questions.
• Proficiency with Microsoft Office; familiarity with Salesforce, Marketo, or similar tools is a plus.
• Professionalism and discretion when working with sensitive client, prospect, and firm information.
• Curiosity about business development, marketing, and relationship management in wealth management.
• Bachelor's degree preferred or equivalent relevant experience.

Candidates must meet all relevant employment qualifications at time of hiring, including (1) passing the background and credit checks successfully, along with any pre-employment exams; (2) signing all employee agreements; and (3) having the ability to consistently and effectively perform the job’s essential functions, duties, and responsibilities.

Compensation and Benefits

We provide a competitive salary commensurate with your experience and skills and offer a meaningful annual bonus based on company and individual performance. The anticipated salary range for this position is $75,000 to $84,000 in San Francisco and $72,000 to $80,000 in Seattle (i.e., reporting to SF or SEA as your home LNW office at least 2 days per week). This salary range applies to the current posting and may change in the future based on factors such as education, job-related knowledge, experience, skill set, and location.
We offer excellent benefits including medical, dental, and vision coverage; generous time off (including a sabbatical program after 10 years); flexible spending plans for health care, transportation, and dependent care; 401(k) plan, educational reimbursements, and more. Detailed information can be found by clicking the “Download Benefits Summary” button on our Careers page.

About Us

Laird Norton Wetherby (LNW) is a leading wealth management firm and trust company serving individuals and families across the nation. We’ve spent more than 50 years helping clients navigate the complexity that wealth creates and pursue their life’s goals with confidence. Today, our LNW team of roughly 200 people manage roughly $18BN in assets from offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliate trust company in South Dakota.

Throughout our history, we’ve anticipated client needs, embraced new ideas, and developed new capabilities to meet the evolving demands of significant wealth. The firm we are today reflects decades of decisions guided by our values and a question we hold paramount: how can we better serve clients?

As we continue this journey, we rely on our exceptional team and an approach that blends intellectual tenacity with natural human warmth in serving our client community.

Additional Information

LNW aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community.

The firm is an equal opportunity employer and prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).

*As of September 2026

#Li-Hybrid