Growth Architect: Business Development & Recruiting

Hscompanies; Grand Rapids (MI); Hybrid; USD 55,000 - 85,000; Full time

Job summary

H&S Companies is hiring a Business Development Specialist for HS&C Wealth Management, reporting to the Director of Sales & Marketing. This role handles two pipelines end-to-end—qualifying inbound leads and recruiting financial advisors—while guiding clients into our integrated wealth advisory model.

You will run discovery calls, onboard tax clients to advisory services, and lead outreach via LinkedIn and referrals. The role grows into external growth and marketing collaborations.

Qualifications

• 2+ years in sales, business development, recruiting, or a phone-intensive client role; financial services or professional services a plus.
• Comfortable on the phone all day, handling objections with confidence and warmth.
• Runs a full pipeline independently and prioritizes without someone checking in.
• Proposes new approaches instead of just executing a fixed script — you shape the playbook, not just run it.
• CRM fluent; Salesforce a plus. Quick to learn new systems and comfortable in Excel.
• Clear, warm, and professional on the phone and in writing — you represent us to future clients and future advisors.

Responsibilities

• Qualify and route every inbound lead — phone, website, referral — to the right Tax Specialist and Financial Advisor.
• Run discovery conversations for the Family Wealth and Advisory Services program and coordinate the first complimentary meeting.
• Own tax-client onboarding start to finish: engagement letters, SafeSend document collection, Karbon setup and routing.
• Lead the annual campaign that converts existing tax clients into advisory relationships — surveys, call and email sequences, pipeline through to scheduled consultations.
• Make 50+ advisor touches a week across LinkedIn, referrals, and Director-supplied lists, with a goal of booked introductory meetings.
• Build and refine recruiting scripts and sequences, distinct from client-facing messaging, and prep the Director with a background brief before every advisor meeting.
• Keep Salesforce and Karbon accurate. Always.
• Grow the reach once the pipeline is proven: help design and run sales and marketing campaigns, deliver weekly pipeline and recruiting reports, test new sourcing channels, take the practice external.

Skills

CRM fluency

Phone prospecting

Sales pipeline management

Excel

Tools

Salesforce

Karbon

Excel

Job description

H&S Companies is hiring a Business Development Specialist for HS&C Wealth Management, reporting to the Director of Sales & Marketing. This role handles two pipelines end-to-end—qualifying inbound leads and recruiting financial advisors—while guiding clients into our integrated wealth advisory model.

You will run discovery calls, onboard tax clients to advisory services, and lead outreach via LinkedIn and referrals. The role grows into external growth and marketing collaborations.